Milne Wealth Management Limited

: St. James's Place House, 2610 The Quadrant, Aztec West, Bristol, Gloucestershire, BS32 4AQ

: FCA Number: 575943

Website Image of Milne Wealth Management Limited

Milne Wealth Management Limited, (FCA registration no. 575943), is an experienced financial firm with a strong presence in Bristol and Gloucestershire. Centrally situated within the Business Hub at St. James's Place House in Aztec West, they provide comprehensive financial planning and regulated advice for life investments, pensions and retirement, including final salary pension transfers. The team, trusted across surrounding counties, combines tailored strategies with meticulous attention to detail, making them leaders in their field. Whether you're preparing for retirement or seeking investment opportunities, Milne Wealth Management is committed to helping clients achieve their financial objectives. Providing approachable, personalised service, they're particularly adept at guiding individuals and families through complex financial landscapes.

Their team includes one financial adviser. Check FCA registration here.

Milne Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Milne Wealth Management Limited from the Motorway

From the M5,
At junction 16, please take the A38 exit towards Thornbury/Filton.
When you reach Almondsbury Roundabout, proceed with the third exit onto Gloucester Road/A38.
Upon arriving at Aztec West, use the second exit to continue onto Park Avenue.
At the subsequent roundabout, take the third exit but remain on Park Avenue.
Then, at the following roundabout, again, take the third exit while still maintaining your course on Park Avenue.
At the next roundabout, however, opt for the second exit but continue on Park Avenue.
Finally, at the last roundabout, take the first exit. Your destination will be located on the right-hand side.

List of advisers under Milne Wealth Management Limited:

Milne Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.