Essendon financial planning ltd
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
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.
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