Milburn Davies Partnership

Our story begins in 2010 when founders Martin and Rod identified a need for independent financial guidance in the local area. Their vision: to create a practice built on trust, transparency, and personalized solutions. This dedication to client-centered advice has remained at the heart of everything we do.

Who we are

Milburn Davies Partnership Ltd is a team of experienced and qualified independent financial advisors and mortgage brokers. We hold various professional qualifications, including Diploma in Financial Planning, CeMAP, and CII qualifications. Our diverse expertise allows us to address every aspect of your financial wellbeing.

What we offer

We provide a comprehensive range of services to help you:

Investing Your Money

• Creating and managing personalized investment portfolios
• Guiding you through the complexities of the financial markets
• Ensuring your wealth works towards achieving your goals

Planning for Retirement

• Developing tailored plans to secure your financial future
• Maximizing your pension contributions
• Utilizing tax-efficient retirement plans

Buying or Remortgaging Your Home

• Guiding you through the entire process, from affordability assessments to securing the right mortgage product
• Ensuring you make informed decisions every step of the way

Protecting Your Assets

• Comprehensive risk assessment and insurance planning
• Estate planning and inheritance strategies
• Peace of mind for you and your loved ones

Our Values

At Milburn Davies Partnership Ltd, we believe in:

• Transparency: Open and honest communication is at the core of our client relationships.
• Accessibility: We make financial planning accessible and understandable for everyone.
• Client-Centricity: Your needs and goals are our top priority.
• Integrity: We uphold the highest ethical standards and uphold the trust you place in us.

Our Commitment

We are committed to providing:

• Personalised advice: tailored to your unique financial situation and goals
• Individual attention: you will work directly with an experienced advisor who understands your needs
• Proactive solutions: we take a proactive approach to planning for the future
• Continuous support: we are here for you every step of the way