MILTON INDEPENDENT FINANCIAL ADVISERS LIMITED
aka MILTON INDEPENDENT FINANCIAL ADVISERS LIMITED
About
With over 25 yrs of experience Milton IFA is committed to one thing: providing you with expert financial advice and planning tailored to your needs and objectives. We listen carefully – and we care about helping you to achieve your financial goals. Together we are proud to offer you an extremely professional, courteous and efficient service.
Source: milton-ifa.co.ukContact & Location
Address
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA, UKMore advisers in Bracknell ForestOpening Hours
Regulated Services
Regulatory Information
- FRN
- 491145
- Status
- Authorised
- Date Authorised
- 2 January 2009
- Years Authorised
- 17 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (14)
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- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05228260
- Company Status
- Active
- Incorporation Date
- 10 September 2004
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 64999
Team (3)
Stuart Edwin Milton
ApprovedCertifiedMadhu Aggarwal
CertifiedJulie-ann Milton
No longer required
Google Reviews
3 reviews on Google
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Quick Facts
- Bracknell, South East
- 17 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 14 FCA permissions
- CH 05228260
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.