Investments

Whether you are looking to invest as part of a modest monthly savings plan or would prefer to invest a substantial capital lump sum, our specialist investment advisers in Taunton, Bristol and Yeovil are able to draw on their expertise to recommend the most suitable strategies for your requirements.

At Milsted Langdon Financial Planning, we do not offer standard solutions because we know that every client has their own individual attitude to risk and uncertainty.

Instead, we use asset allocation techniques to minimise the risk and maximise the opportunity for investment return, with every investment portfolio specifically tailored to match each client’s investment profile.

Whether for the purpose of financing education, supplementing retirement income, or for life’s luxuries, we can find the most appropriate means of investment from relatively simple investment bonds to more complex specialist investments.

Whatever type of investment you are looking to make, taking professional advice and ensuring you understand the numerous options available to you is the first important step.

To find out how we can help you in this respect, please contact our specialist advisers.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Meet the team:

Our Financial Services Team

Our Financial Planning Team

Financial Planning Director
Independent Financial Adviser
Dougie Cook
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
The Pension Transfer Gold Standard aims to give consumers confidence that they are working with expert pension advisers that are guided by a set of principles. These principles guide us to ensure any pension advice we undertake for our clients is the highest quality.

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