Skip to content

13 Best Financial Advisors in Milton Keynes (2026)

13 financial advisors ranked by verified reviews in Milton Keynes · Updated September 27, 2026

Quick Answer

  • Best overall: 1st Financial Foundations, with a 5-star rating from 107 reviews, praised for their excellent service and client focus.
  • Second best: Vizion Wealth Chartered Financial Planners offers strong expertise and a comprehensive approach to wealth management.
  • Best for later life planning: One Stop 4 Later Life provides specialized advice for those planning for their retirement years.
  • Milton Keynes financial advisors offer a range of services with many providing accessible facilities and flexible appointment options.

At a Glance

# Business Rating Reviews Key Facilities
1 1st Financial Foundations 5.0 107 Online appointments On-site services Language assistance
2 Vizion Wealth Chartered Financial Planners | Pensions Advice 5.0 56 Wheelchair-accessible car park Assistive hearing loop Wheelchair-accessible entrance
3 The Cosgrove Partnership LLP 5.0 43 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
4 One Stop 4 Later Life 5.0 19 Wheelchair-accessible car park Wheelchair-accessible entrance Toilet
5 Independent Financial Planning (Anglia) Ltd 4.9 30 Online appointments On-site services Wheelchair-accessible car park
6 Northcap Wealth 5.0 8 Wheelchair-accessible car park
7 The Martin Cliffe Practice 4.8 8 Wheelchair-accessible car park Toilet Appointments recommended
8 PG Finserv 5.0 2 Wheelchair-accessible car park Appointments recommended
9 Scottsdale Moneywise Ltd 5.0 2 Wheelchair-accessible car park Wheelchair-accessible toilet Toilet
10 FRP Advisory Milton Keynes — 0 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
11 2Plan Wealth Management Ltd – Independent Financial Advice — 0 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
12 Michael Forward Financial Services Ltd — 0 Wheelchair-accessible car park Wheelchair-accessible toilet Toilet
13 Local Financial Advisor — 0 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet

The 13 Best Financial Advisors

1

1st Financial Foundations

5.0 (107 reviews) Milton Keynes

Whether you’re an entrepreneur, private investor or wealthy individual, we advise clients on how they can achieve financial independence and build wealth.…

Online appointments On-site services Language assistance Wheelchair-accessible car park Wheelchair-accessible seating Wheelchair-accessible toilet
View Full Listing
4

One Stop 4 Later Life

5.0 (19 reviews) Milton Keynes

At One Stop 4 Later Life we specialise in providing Equity Release and Equity Release Purchase for customers across the UK. Craig…

Wheelchair-accessible car park Wheelchair-accessible entrance Toilet Appointments recommended
View Full Listing
6

Northcap Wealth

5.0 (8 reviews) Milton Keynes

Northcap Wealth provides bespoke financial advice and retirement planning for individuals and business owners. Our services include pension advice, investment strategy, cashflow…

Wheelchair-accessible car park
View Full Listing
10

FRP Advisory Milton Keynes

Milton Keynes

FRP is a specialist business advisory firm with expertise across the corporate lifecycle including restructuring, corporate finance, debt, forensics and pensions. Our…

Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet Toilet Appointments recommended
View Full Listing

Frequently Asked Questions

What are the top-rated Financial Advisors in Milton Keynes?
Based on current rankings, the top three Financial Advisors in Milton Keynes are 1st Financial Foundations, Vizion Wealth Chartered Financial Planners | Pensions Advice, and The Cosgrove Partnership LLP. These firms consistently appear at the top of local listings.
Are there Financial Advisors in Milton Keynes with wheelchair-accessible facilities?
Yes, several Financial Advisors in Milton Keynes offer wheelchair-accessible facilities. These include wheelchair-accessible car parks, entrances, and seating, ensuring accessibility for all clients. Some also provide wheelchair-accessible toilets.
What is the average rating for Financial Advisors in Milton Keynes?
The average rating for Financial Advisors in Milton Keynes across the listed businesses is 3.4 out of 5. While ratings vary, there's a significant number of reviews contributing to this average.
Which Financial Advisors in Milton Keynes offer online appointments?
For convenience, several Financial Advisors in Milton Keynes provide online appointment options. This allows clients to connect remotely for consultations, alongside on-site services.
What is the best value for money for Financial Advisors in Milton Keynes?
Determining 'best value' often depends on individual needs and the complexity of financial advice required. While specific pricing isn't available, examining the range of services and client reviews for firms like 1st Financial Foundations and Vizion Wealth Chartered Financial Planners can help identify those offering comprehensive support.
How many Financial Advisors are listed in Milton Keynes?
There are currently 13 ranked listings for Financial Advisors in Milton Keynes. This provides a good selection of professionals to consider for your financial planning needs.
Do Financial Advisors in Milton Keynes have on-site parking?
Yes, many Financial Advisors in Milton Keynes offer parking facilities for their clients. This includes dedicated free parking lots and wheelchair-accessible car parks at various locations.