David Milne

Independent Financial Adviser  Church House, Long ashton, Somerset, BS41 9LE
check
FCA authorised
Last authorised 18th May 2020
Straightforward, clear and friendly advice. Initial meeting free of charge and whole of market solutions.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
David Milne dipFa CeMAP
Financial Adviser
About us

* Invest South West are local and totally independent.
* I am experienced & well qualified adviser.
* The best solutions from the whole of the market are always recommended.
* I advise - not sell. If the best advice is "do nothing" that is what I will advise.
* The advice I give you now will stand you in good stead for life.

* Advice on pensions, investments, savings, life cover, critical illness, income protection, mortgages & all aspects of financial planning.

Our services

I offer an efficient, friendly and knowledgeable service. I deliver exactly what I say I will at competitive rates. Please contact me for an initial discussion without obligation.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Church House, 74 Long Ashton Road, Long Ashton, Bristol, North Somerset, BS41 9LE

Similar advisers near you

Independent Financial Adviser 0.65 mi
Digby Associates specialise in providing bespoke financial advice and services to clients on investments, mortgages, retirement, as well as other financial matters.
 
Independent Financial Adviser 1.44 mi
Bespoke IFA is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
 
Restricted - whole of market 1.74 mi
Friendly & local Financial Planning Consultant, helping people and businesses with their financial needs.
 
Independent Financial Adviser 2 mi
My company is built on a culture of providing open, honest and transparent advice with the view of forging a long term relationship with you as a client. I work from my office in Burnham on Sea and so can easily access North and South bound territories and I am happy to meet at a time and place that suits you, usually in your own home or place of work. An initial meeting is provided without charge, at this meeting I will provide a full written explanation of my costs. More importantly, I will then take the time to find out about you and your goals and what you need help and advice with. I can then prepare any recommendations that I feel are suitable for you. On a more personal note, I am married with one child and enjoy spending time with my family, alongside playing drums, running and keeping fit. I would be happy to answer any questions at no initial cost or obligation, so feel free to get in touch.