Essendon financial planning ltd

Independent Financial Adviser  3 Warren Yard, Milton Keynes, Bucks, MK12 5NW
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FCA authorised
Last authorised 20th September 2021
Independent financial advice for people aged 30-60 preparing for retirement, 60-70 retiring now and 70 plus, who have already retired.
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 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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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 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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Long term care
Meet our advisers
MR John Ward
Director, Financial Planner
About us

We are Independent Financial Advisers based in Milton Keynes.

We work with clients at different stages of life:

- 40 to 60: Helping you balance the cost of day to day living, buying a house and your lifestyle, while planning sensibly for retirement

- 60 to 70: Helping you retire on your terms; at time of your choosing, with an income sufficient to provide your chosen lifestyle

- 70 plus: Helping ensure you have the income you need, while putting your affairs in order to maximise the money left to your loved ones and minimise the amount paid in tax

Working with these people we have two jobs:

1. To understand, and then solve, your current financial problems, worries, concerns or challenges

2. To help you plan for the future, helping you achieve your ambitions, objectives and aspirations

Naturally, you can rely on us to take all the stress out of the situation with our friendly approach.

Our clients are typically based in Milton Keynes, Northampton, Buckingham and Bedford, as well as the surrounding towns and villages. Our approachable team is happy to meet in our office or visit you at home or work.

Our services

Why do our people choose us?

We take time to understand your worries and concerns, as well as your future ambitions and aspirations.

We invest as much time as necessary in each client. You will never find us watching the clock!

We take a genuinly compassionate approach.

We have huge experience. You might not have bought a house, retired or invested money before, but we’ve advised clients on these matters countless times. You get the benefit of that experience.

We are based locally in an established out of town office, which is easy to reach and has ample free parking.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
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