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15 Best Financial planners in Milton Keynes (2026)

15 financial planners ranked by verified reviews in Milton Keynes · Updated September 27, 2026

Quick Answer

  • Best overall: Collective Financial Planning Ltd, 5 rating (48 reviews), praised for expert advice and client-focused approach.
  • Top rated: Shenley Private Wealth, with excellent client testimonials and a strong reputation.
  • Highly recommended for comprehensive wealth management: Luke Smulders u2013 Financial Planning & Wealth Management, noted for personalized strategies.
  • Milton Keynes financial planners offer a range of services, with an average rating of 4.3 stars based on over 300 reviews.

At a Glance

# Business Rating Reviews Key Facilities
1 Collective Financial Planning Ltd 5.0 48 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
2 Shenley Private Wealth 5.0 46 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
3 Simplicity Financial Planning Ltd 5.0 35 Wheelchair-accessible car park Wheelchair-accessible toilet Toilet
4 Luke Smulders – Financial Planning & Wealth Management 5.0 28 Online appointments On-site services Wheelchair-accessible car park
5 AVAIL Financial Planning 5.0 28 Wheelchair-accessible car park Wheelchair-accessible entrance Toilet
6 Wealth & Tax Management 5.0 24 Wheelchair-accessible car park Wheelchair-accessible toilet Toilet
7 Oak Wealth Planning Ltd 5.0 19 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
8 boosst 5.0 14 Online appointments On-site services Wheelchair-accessible car park
9 Eden Financial & Wealth Management Ltd 5.0 11 Online appointments On-site services Wheelchair-accessible car park
10 Iron Wealth Management Ltd 4.8 34 Wheelchair-accessible car park Wheelchair-accessible toilet Toilet
11 ASC Financial Solutions 5.0 5 Language assistance Wheelchair-accessible car park Wheelchair-accessible entrance
12 RTS Financial Planning 4.8 16 Online appointments Wheelchair-accessible car park Wheelchair-accessible toilet
13 Harrison James Financial Planners Ltd 5.0 1 Online appointments On-site services Language assistance
14 June Chapman — 0 Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet
15 Qdos Financial Solutions — 0 Online appointments On-site services Wheelchair-accessible car park

The 15 Best Financial planners

2
Shenley Private Wealth

Shenley Private Wealth

5.0 (46 reviews) Milton Keynes

We focus on your aims and objectives. By taking the time to understand your personal and financial goals, both in the short…

Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet Toilet Appointment required Appointments recommended
07932 625085
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3
Simplicity Financial Planning Ltd

Simplicity Financial Planning Ltd

5.0 (35 reviews) Milton Keynes

Straight talking Financial Planning. We deliver a personal, caring, and friendly approach to what can be perceived as a complex area. Our…

Wheelchair-accessible car park Wheelchair-accessible toilet Toilet Appointment required Appointments recommended
01908 107270
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5
AVAIL Financial Planning

AVAIL Financial Planning

5.0 (28 reviews) Milton Keynes

Avail Financial Planning is based in Woburn, we specialise in providing high-quality personal advice on many aspects of wealth management and advise…

Wheelchair-accessible car park Wheelchair-accessible entrance Toilet Appointments recommended
01525 654771
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6
Wealth & Tax Management

Wealth & Tax Management

5.0 (24 reviews) Milton Keynes

Chartered financial planners helping business owners, professional executives, divorcees, private clients, retired and pre-retired people.

Wheelchair-accessible car park Wheelchair-accessible toilet Toilet Appointment required Appointments recommended
01908 523740
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7
Oak Wealth Planning Ltd

Oak Wealth Planning Ltd

5.0 (19 reviews) Milton Keynes

Expert financial planning with a real emphasis on a client centric approach. Working with Private Clients and Companies. Mortgages, Life Assurance, Pensions,…

Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet Toilet Appointments recommended
01234 888825
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8
boosst

boosst

5.0 (14 reviews) Milton Keynes

We’re an employee-owned Financial Planning firm, offering Independent advice to families and businesses. We work best with Individuals and families who want…

Online appointments On-site services Wheelchair-accessible car park Wheelchair-accessible toilet Toilet Appointments recommended
01908 584925
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12
RTS Financial Planning

RTS Financial Planning

4.8 (16 reviews) Milton Keynes

Incredibly valuable advice at a fantastic fair price. We can help you create an income for life so you can have true…

Online appointments Wheelchair-accessible car park Wheelchair-accessible toilet Toilet Appointments recommended
01908 592544
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13
Harrison James Financial Planners Ltd

Harrison James Financial Planners Ltd

5.0 (1 reviews) Milton Keynes

Harrison James Financial Planners Ltd is based in Stony Stratford, Harrison James Financial Planners Ltd specialise in providing high-quality personal advice on…

Online appointments On-site services Language assistance Wheelchair-accessible car park Toilet LGBTQ+ friendly
01908 611607
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15
Qdos Financial Solutions

Qdos Financial Solutions

Milton Keynes

Financial Advice with the emphasis on a personalised service and building long term client relationships.

Online appointments On-site services Wheelchair-accessible car park Wheelchair-accessible entrance Wheelchair-accessible toilet Toilet
01908 503388
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Frequently Asked Questions

What are the top-rated financial planners in Milton Keynes?
Based on customer reviews, Collective Financial Planning Ltd, Shenley Private Wealth, and Simplicity Financial Planning Ltd are consistently ranked among the best financial planners in Milton Keynes. These firms have received high ratings and positive feedback for their services.
Are there financial planners in Milton Keynes with wheelchair-accessible facilities?
Yes, several financial planners in Milton Keynes offer wheelchair-accessible facilities, including wheelchair-accessible car parks, entrances, toilets, and seating. This ensures a comfortable and accessible experience for all clients.
What is the average rating for financial planners in Milton Keynes?
The financial planners in Milton Keynes have an impressive average rating of 4.3 out of 5 stars. This high average reflects the quality of service and client satisfaction across the listed professionals.
Which financial planners in Milton Keynes offer online appointments?
For clients seeking flexibility, several financial planners in Milton Keynes provide online appointment options. This allows for convenient consultations regardless of your location.
Are there financial planners in Milton Keynes specializing in advice for families or couples?
While specific specializations aren't detailed in the review excerpts, the high overall ratings suggest that many financial planners in Milton Keynes cater to a broad range of client needs, including those of families and couples. It's recommended to inquire directly about their expertise in these areas.
What about the cost of financial planning services in Milton Keynes?
Information on the cheapest or best value financial planners isn't directly available in the review data. However, the average rating of 4.3 stars suggests that clients find significant value in the services offered by these professionals.
How many reviews do financial planners in Milton Keynes have in total?
Collectively, the financial planners listed in Milton Keynes have garnered a substantial 309 reviews. This large number of reviews indicates a high level of client engagement and provides a broad base of feedback.