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Financial advisers · Milton Keynes

5 companies · updated daily

Milton Keynes currently has 5 Financial advisers companies listed. Top-rated: Vizion Wealth Chartered Financial Planners | Pensions Advice. Browse ratings, addresses and contact details below.

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Financial AdvisorInvestment serviceFinancial plannerMortgage brokerLife Insurance Agency
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Vizion Wealth Chartered Financial Planners | Pensions Advice
Vizion Wealth Chartered Financial Planners | Pensions Advice
Milton Keynes · Financial advisers
5.0(62)
Collective Financial Planning Ltd
Collective Financial Planning Ltd
Milton Keynes · Financial advisers
5.0(53)
1st Financial Foundations
1st Financial Foundations
Milton Keynes · Financial advisers
5.0(112)
Legend Financial and Tax Advisers
Legend Financial and Tax Advisers
Milton Keynes · Financial advisers
5.0(63)
SP
Shenley Private Wealth
Milton Keynes · Financial advisers
5.0(47)

How much does Financial advisers cost in Milton Keynes? (2026 price guide)

An initial financial planning consultation is often free or low-cost, but ongoing advice is typically charged as a percentage of assets under management, usually around 0.5-1% per year, or as a fixed fee of £500-£1,500 for a one-off pension or investment review. Complex financial plans covering multiple goals can cost £1,500-£3,000 or more.

Costs depend on the complexity of your financial circumstances, whether ongoing reviews are included, the size of assets being advised on, and whether the adviser is restricted or independent, with independent financial advisers (IFAs) sometimes charging more for access to the whole market. Cashflow modelling and retirement planning tend to require more time than a single product recommendation.

Always ask for the total cost in pounds rather than just a percentage figure, and confirm whether ongoing advice fees continue after the initial recommendation.

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