MillionPlus Financial Planning provides holistic independent financial advice to individual and business clients. Our aim is to understand the aspirations of our clients and help them to find suitable pathways to their ultimate goals. Just as no two individuals or businesses are the same, our advice and solutions are bespoke, personalised and always based on fitting in with your overall life plan.
We believe it is vital to consider your overall circumstances before developing your financial plan. Working closely with you, we will use a comprehensive process to understand your aims and assess the course of action required to achieve them. From the information you provide, we will take into account your planned objectives and consider any changing needs together with incorporating suggested contingency plans aimed at protecting your family and assets should your circumstances change.
We are committed to independent advice, constructing financial solutions using products from the whole of the market. Our financial advice is provided exclusively by qualified and experienced practitioners, and is regulated by the Financial Conduct Authority.