Mazars Financial Planning Limited

Independent Financial Adviser The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, Bedfordshire, MK9 1FF
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
19th August 2019
We aim to be your "trusted adviser" - the adviser you turn to for tailored considered advice and innovative ideas.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ian Pickford
Partner
Accreditations
Certified Financial Planner
Lorraine Olley
Partner
Accreditations
Certified Financial Planner
Ross Lambert
Senior Manager
Accreditations
Chartered Financial Planner
William Palmer
Financial Planner
Where to find us

The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, Bedfordshire, MK9 1FF

Make an enquiry
About us

Mazars Financial Planning is the specialist financial planning and investment arm of Mazars LLP, an international accounting and business advisory firm, with 19 offices/over 1700 employees in the UK and over 18,000 professionals in 79 countries throughout the world. The Company provides a wide range of fee-based individual and corporate services, including investment management, tax planning, pensions advisory, strategic planning and protection issues. All staff are either professionally qualified, or working towards relevant qualifications.

Our services

Our team of professionals across financial planning and tax, has a wealth of experience dealing with corporate tax, personal tax, wealth management and pension issues and can evaluate and agree plans which protect and maximise your wealth and may not be achieveable in isolation. Whether your financial affairs are straightforward or highly complex, we make time to talk with you to gain a very thorough understanding of your needs, objectives and plans for the future and will then identify planning opportunities and potential pitfalls and, where appropriate, work with you to establish bespoke solutions.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Mazars Financial Planning is wholly owned by Mazars LLP, the UK firm of Mazars, an International advisory and accountancy group. Mazars Financial Planning Ltd is registered in England & Wales No 3172233 and is authorised and regulated by the Financial Conduct Authority. Registered Office: Tower Bridge House, St Katharine’s Way, London E1W 1DD

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