Milburn Davies Partnership Limited

Independent Financial Adviser  18 Norhurst, Tyne and Wear, NE16 5UX
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FCA authorised
Last authorised 22nd November 2021
Your first meeting is Free. We will explain and agree costs up front.
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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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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Critical illness
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Income protection insurance
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Life 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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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 Martin Davies BSc DipPFS
Director / Independent Financial Adviser
MRS Joanne Whalen
Independent Financial Adviser
MR Rod Milburn
Director / Independent Financial Adviser
MR Isaac Steele Cert CII (MP)
MR Nick Lyons Cert CII (MP)
About us

We are a 'close knit' firm based in the North East of England. Our service is personal, trust-worthy and honest - and you'll never feel pushed into going with any of our recommendations.

Formed in 2010 by Directors Martin Davies and Rod Milburn, we are directly authorised by the Financial Conduct Authority.

We are proud to be registered as 'Independent'. Unlike tied or restricted advisers, we are fully impartial and search the whole market to find the right recommendation for our clients.

With a customer base covering the length of the UK, we know that no two clients are the same. So by combining years of experience and expertise, we help every one of our customers reach their own goals by providing a tailored service.

Our services

Helping you:
- Invest Your Money
- Plan Your Retirement
- Buy or Remortgage Your Home
- Protect Your Assets
- Pass On Your Wealth

Visit our website to find out more information!

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

18 Norhurst, Tyne and Wear, NE16 5UX

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