Whether you need advice on investments and pensions or business exit planning and inheritance, our financial planning and financial services teams will walk you through the issues most important to you, making managing your money simple.
It’s never too late or too early to start planning for the future. To get started, get in touch with our expert team of advisers.
Watch our video: Investments, Pensions and Financial Services
Protect yourself against pension scams
Pension scams, where people may be tricked into handing over their pension pots by scammers, are on the
increase. Many of the offers seem very convincing, starting with offers of excellent returns. However, once you’ve transferred your money into a scam, it’s too late and you could lose all your pension savings.
We take the security of your pension very seriously, this is recognised by achieving the gold standard for our pension transfer services, so if you have any queries or concerns please talk to one of our advisers before taking action.
Meet the team:
Our Financial Services Team
Our Financial Planning Team
Milsted Langdon Financial Planning is a trading name of Financial Planning for Professionals Limited which is an Appointed Representative of Milsted Langdon Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.
Financial Planning for Professionals Limited: Registered in England. Registered No. 7022172. Registered Address: Winchester House, Deane Gate Avenue, Taunton, TA1 2UH. Milsted Langdon Financial Services Limited Registered in England. Registered No. 3953890. Registered Address: Winchester House, Deane Gate Avenue, Taunton, TA1 2UH.
Milsted Langdon Financial Services Limited is entered on the FCA Register No 126457 at register.fca.org.uk