Odyssey Wealth Management Ltd

Independent Financial Adviser  2 Walker Avenue, Milton Keynes, MK12 5TW
First meeting at adviser's own cost
Helping our clients understand the possibilities they have with their investments and pensions to provide security that lasts a lifetime.
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 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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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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Buildings and contents
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Critical illness
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Healthcare
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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
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Ben Foster DipPFS, Cert CII(MP)
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

MR Alan Tytherleigh DipPFS
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

MR Paul Vallance Dip FA CeMAP ( Dip ) Theo
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

MRS Sam Brittain
Independent Mortgage Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

What our clients say
I have no hesitation to recommend Odyssey, they helped explain all of my options in a clear and defined way that made complex matters simple and easy for me to understand. A refreshing approach compared to other advisers I have spoken too.
Mr R G, Buckinghamshire
Odyssey have helped me with the recent retirement changes and the options I faced. They not only explained it in a simple and easy to understand fashion but helped reassure me my money wouldn't run out! I have no hesitation in recommending them.
Mr M H, Hertfordshire
The team at Odyssey have helped considerably, I have no hesitation in recommending them to my family or friends. What was a confusing collection of pensions and investments I had is now clear and invested in a way that I actually understand.
Mrs L B, Buckinghamshire
About us

Odyssey Wealth was set up in with the view of making a positive difference to people’s financial lives. We strongly believe in the value of good quality face to face advice that provides people with the confidence and knowledge they are making the best choices for them and their families.

A lot of people who we meet are sometimes bewildered or have ignored their financial planning in the hope it will go away. Which is no real surprise with the vast amount of options people have these days. It can be incredibly difficult to understand what choices you have and what is the most suitable. We pride ourselves on helping clients understand these choices and how it benefits them.

Whether you want to have an adviser take care of a specific financial need, review your own plans or create a full financial plan we are here to help. We have clear and transparent fees which we feel are competitive and are published on our website.

Our services

We specialise in working with our clients to give them clear guidance on the best options to achieve their goals.

We feel we can help clients in all different areas of advice. Whether it is consolidating investment portfolios, reviewing pensions, helping mitigate inheritance tax or helping our clients through life's little bumps, we feel we offer a valued and exceptional service.

Our use of the latest technology helps us and our clients work together to achieve the best outcomes.

Where to find us
Head office address: 2 Walker Avenue, Wolverton Mill East, Milton Keynes, MK12 5TW
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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