A Personal Approach to Financial Planning - David Milne

 

At Milne Standen, we set out to offer something truly different. This is more than just a tagline—it’s the core of who we are. I genuinely believe that financial planning should be centered around you, the client. By deeply understanding what matters most to you—your goals, your values, and your vision for the future—we create a plan that is uniquely tailored to your needs.

 

Unlike large corporate firms, we do not hide behind technical jargon or impersonal service. We believe in clear, open communication and ensuring you feel confident and informed at every step. Our core values are built on trust, honesty, and putting people first. We take pride in being approachable and accessible because we believe that is how great relationships are built.

With over 18 years of experience in financial services, my journey began with a large bank. It was during this time that I realised the need for a more personalised approach—one that truly puts clients at the centre. This belief is what inspired me to create Milne Standen, where you are not just another number; you are a valued individual with unique financial needs.

 

I am also a very active member of the local community I call home. Being involved in the local cricket team, sponsoring our village annual beer festival, and participating in the local park run are just a few ways I stay connected and give back. At Milne Standen, we believe that supporting the community is just as important as supporting our clients.