David Milne

Independent Financial Adviser  Church House, Bristol, North Somerset, BS41 9LE
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FCA authorised
Last authorised 3rd May 2021
Straightforward, clear and friendly advice. Initial meeting free of charge and whole of market solutions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR 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
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    Face to face

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

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