Do You Need Help With Your Financial Planning?

Financial Planning in Milton Keynes and Winslow, Buckinghamshire

Financial Planning services from ASC Financial Solutions in Milton Keynes and Winslow, Buckinghamshire.

Financial planning is the process of looking at your financial situation and looking ahead to the future, setting yourself some financial goals and working out some key steps to help you achieve them. ASC Financial Solutions can help with financial planning at our branches in Milton Keynes and Winslow, as well as the surrounding areas.

Spending time doing some financial planning can really pay off in the long term, we can help you to review your current financial situation and understand what you would like to achieve in the future, discussing things such as retirement age, pension, savings, investments and more. We will work with you to set some realistic goals and advise on different options to work towards achieving them. All of this information can be pulled together into a financial plan that will help you to focus on your future.

Financial planning is a broad term that covers the process of planning for your financial future. As well as helping with personal financial planning, we can also help with business financial planning. We also specialise in a number of other services which fall under the financial planning umbrella, such as retirement planning, investment advice, pension review, financial protection and more. You can read more about each of these on the Services page.

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What is financial planning?

Financial planning is one of the professional services we provide to our clients, where we provide objective advice and support to help you organise your financial affairs.

How does a financial planning service work?

We will work with you to understand your current financial situation, including a detailed review of your income, expenses, assets and liabilities to help build a clear picture.

Once we have a good understanding of your situation we will work together with you to develop some relevant financial goals. These will be specific and measurable and realistic to achieve within the timeframe you choose.

The next step in the financial planning service is to identify and evaluate the possible actions we can take to achieve your financial goals. As we progress we will build an understanding of your attitude towards risk and recommend suitable courses of action.

Creating and implementing a tailored financial plan

After developing your financial goals and identifying the best options to suit you, we will create a bespoke financial plan which will detail the specific actions we will take to achieve your objectives.

Once the plan has been completed and agreed we will put it into place and carefully measure and review the performance of the actions we take. Wherever required we will make agreed changes to optimise the performance of your financial plan.

Reviewing your financial plan

Our financial planning service can include ongoing management of your plan and as part of the service we will include a regular review. We will revisit your original plan and provide an update on the results of the actions we have taken and progression towards your financial goals. Where required we will discuss and agree any required revisions to the plan and action them on your behalf.

Independent financial planning in Milton Keynes and Buckinghamshire

ASC Financial Solutions are experienced independent financial advisers offering full financial planning in Milton Keynes, Buckinghamshire and the surrounding areas. If you need financial advice from a friendly local business you can trust, then please get in touch via the contact us page.

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Meet Our Senior Team

We have an excellent team of friendly and professional staff including client service managers and financial advisers.

Adrian Cook
Adrian CookDirector
I have over 20 years experience in the financial services world offering quality independent advice to both personal and corporate clients. I offer a personal service and specialise in wealth management and retirement planning and assist with clients at different stages in life. In my spare time, I enjoy spending time with my family, holidays and eating out.
Daniel Piggott
Daniel PiggottSenior Financial Adviser
I’ve been working in Financial Services for over 20 years now and still continue to take great pride in helping my clients by providing clear guidance and good honest advice. In my spare time, I thoroughly enjoy spending time with my daughters and when not acting as their personal chauffer I’m a great fan of live sport and attend as many events as possible.
Emma Money
Emma MoneyOperations Manager
I have worked for ASC Financial Solutions from the very beginning in 2007 ensuring the business runs smoothly and efficiently behind the scenes. Outside of work, I enjoy spending time with my husband and young daughter, dining out, shopping and travelling.
Michael Hearn
Michael HearnTechnical Manager
I joined ASC in May 2014 and have completed the Diploma in Professional Financial Advice. I take pride in the service we offer our clients and the advice we give. In my spare time, I enjoy playing golf and going on holidays.

Our Clients Say

“I found Adrian and his team to be very professional. When reviewing the options, the past, present and future proposals were explained clearly and concisely. I was able to contribute to my own future plan and therefore feel confident in its future success. In summary, very positive and cannot praise the advice given enough.”


“We find ASC a friendly, honest and professional company who really make you feel comfortable as a customer. Since we have been a customer and used ASC services we are very happy that our expectations are being met, we have regular meetings to review our investments, discuss and ask questions.”


Contact ASC Financial Solutions