Other Services
Milecross Financial can help you
make the most of your money.
Their service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives they can help tailor a financial strategy specific to your needs. They’re based in Newtownards but have advisers throughout Northern Ireland & England.
MILECROSS ADVISERS CAN HELP YOU WITH
Pensions & Investments
Make sure you don’t pay more tax than you need to – make the most of tax-free savings and investments for you and your children or grandchildren.
Planning for Retirement
They can help you choose the right pension plan, from defined contribution and benefit schemes to personal pensions and pensions for the self-employed.
Mortgage Advice
Whether you’re a first-time-buyer, home mover, portfolio landlord or simply looking to same money on your current mortgage, Milecross advisers can help you trough the process and advise on a product that best suits your needs.
Protecting whats important
Their advisers specialise in helping you protect the important things in life and can help you put solutions in place for Life Cover, Income Protection, Critical illness, Funeral planning, Business Protection and Home & Contents insurance.
Inheritance Tax Planning
If you think your estate might have to pay Inheritance Tax, they can give you sound advice and help to reduce the taxman’s cut – and not all of them involve changing your will.
Corporate Pensions & Investments
Milecross Financial can help you navigate your way around company pensions and investments so you can get the right deal to suit you.