Welcome to Milne Standen Financial Planning

At Milne Standen Financial Planning, we’re more than just advisers; we are your financial partners. We work closely with you to understand what truly matters and design a tailored financial plan that aligns with your unique goals. Serving Long Ashton, Portishead, Clevedon, Nailsea, Bristol, and North Somerset, we are here to help you build a secure and prosperous future.

Frequently Asked Questions

Services

Retirement Planning

Our personalised pre- and at-retirement strategy is designed to evolve with you. We will work with you to develop a flexible retirement plan that reflects your goals and gives you confidence in your future financial stability.

 

Financial Planning

Crafting a solid financial plan starts with understanding your unique values and aspirations. We are dedicated to helping you create a personalised financial roadmap that is built around what matters most to you.

 

Pension Advice

Over your career, you may have accumulated multiple pension pots. Our expert advisers can help you assess your pension holdings, providing clarity on how they support your long-term financial goals.

 

What Services Does Milne Standen Financial Planning Offer?

We provide comprehensive financial services, including financial planning, retirement planning, pension advice, and mortgage assistance. We work with individuals and businesses aiming to achieve the best possible outcomes for each client.

Are You Regulated?

Yes, we are regulated through our affiliation with Invest Southwest, which is authorised and regulated by the Financial Conduct Authority (FCA), under number 05771562. Our financial planner, David Milne is registered with the FCA under reference DMM01173.

What Qualifications Do You Hold?

Institute of Financial Services:

  • Level 4 Diploma for Financial Advisers
  • IFS Level 3 Certificate in Mortgage Advice and Practice
  • IFS Level 3 Certificate in Regulated Equity Release
  • IFS Level 3 Certificate in Long Term Care Insurance

Do You Have A Statement Of Professional Standard

Yes, this is my latest certificate.

Is There a Fee for the Initial Meeting?

No, there is no charge for the initial meeting. This meeting is a chance for us to understand your goals and needs, and for you to learn about our services and approach. It’s all about ensuring a good fit before any commitment.

Do I Need to Commit to Your Services at the Initial Meeting?

No, we will not ask you to commit during the initial meeting. You are welcome to take time to consider our recommendations and decide if they align with your needs.

What Sets Milne Standen Financial Planning Apart from Other Financial Planners?

At Milne Standen, we genuinely care about each client’s financial wellbeing. Our approach is holistic and ethically driven, with no hard sales tactics. We do not have a minimum investment amount, making high-quality financial advice accessible to more people. We also specialise in intergenerational financial planning, helping families secure their financial future across generations.

Contact us

Reach out today to discuss how we can assist with your financial planning needs.

Location

Milne Standen Financial Planning
23 Fenshurst Gardens, Long Ashton, Bristol, BS41 9AU

David talked me through different options. He took into account my current circumstances, my own life choices, my beliefs and plans for the future. This means I felt listened to and not drowning in a sea of overwhelming financial possibilites.

About us

At Milne Standen, we provide tailored financial advice with a personal touch. Our approach is centered on understanding your unique goals and values, allowing us to deliver customised solutions that work for you. We focus on long-term relationships built on trust, honesty, and integrity, offering services in retirement planning, pension advice, investment reviews, and more. Whether you’re planning for the future or managing your wealth today, we are here to guide you every step of the way.