Whether it’s advice on saving for your children’s future or looking forward to your retirement, we can help you plan ahead.
We’re helping to support your future
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can help tailor a financial strategy specific to your needs.
Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.
Our mission statement
Milecross Financial Head Office is based in Newtownards, County Down, with multiple branches throughout Northern Ireland. We provide an ethical, transparent and friendly service on a face to face basis. Our team of experienced advisers and planners have achieved professional recognition and are fully qualified to provide advice and guidance.
Our philosophy is to build long term relationships based on mutual openness and trust that reassures you of our commitment to excellent customer service to you. We believe in providing comprehensive financial solutions that are underpinned by sound investment principles that will take into account associated benefits and risks. Together, we look at your current financial circumstances and align this with your objectives providing a bespoke package that will evolve throughout your life cycle.
Milecross Financial is an appointed representative of Openwork, which is a well established financial services distribution company that supports hundreds of companies around the UK.
Being part of Openwork means we can provide you with access to pensions; investments, mortgages and protection products from some of the largest brands in the UK. It also enables us to access payment and reconciliation services; IT and regulatory support when required.
Milecross Financial fully adheres to the regulation of the Financial Conduct Authority.