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Investment Advice

Investment advice from ASC Financial Solutions in Milton Keynes, Leighton Buzzard, Buckingham, Winslow and Aylesbury

If you are looking for expert investment advice, we have a wealth of industry knowledge to share with you, our customer. Today there are a bewildering range of savings and investment options available and we are at hand to guide you through the investment maze.

If you feel that you could benefit from quality Financial Advice, please contact us. Whether you are looking for Financial Advisers in Milton Keynes or further afield, we will help you through the process and recommend an investment solution that is right for YOU and YOUR individual circumstances.

What to consider

When building an investment portfolio, you require the best investment advice. This should take into account various tax opportunities and implications, investment period, attitude to risk and reward, and balancing it to the need for income, growth or a combination of the two.

It may be that you want a better, fairer return on your deposits, or you would like to take advantage of our Investment Review Service, whereby we will critique your existing investments, in order to make sure you are maximising your returns.

Know what you want to achieve

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making our recommendations for your investment portfolio.

Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.

Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033.

The value if investments and the income from them can go down. You may not get back the amount invested.

investment advice

How does an investment advice service work?

If you have an existing investment portfolio that you are looking to review then we can help. Our investment advice service starts with a free initial consultation where we listen to your needs and build an understanding of your current investments.

The ASC Financial Solutions team of highly experienced and qualified independent financial advisers will take a close look at your investments and analyse their performance and returns.

We will offer our professional investment advice to you and make some recommendations for alternative investment plans which could offer a better return or be better suited to your needs and investment goals.

Investment advice for new investors

If you don’t already have an investment portfolio and are looking to invest for the first time, or perhaps set-up a new investment outside of an existing portfolio then ASC Financial Solutions can help.

Investing for the first time can be a daunting prospect and getting professional investment advice from independent financial advisers is an excellent place to start. ASC Financial Solutions will provide a simple step-by-step approach to setting up your first investment, working with you to ensure you understand and agree with the investment plan at all times.

Bespoke investment planning for individuals

We always work closely with our clients to make sure we really understand their investment objectives and timeframes. We tailor our investment advice to suit each individual’s investment goals, lifestyle and attitude to risk. We always explain the reasons behind our advice and agree investment plans with you before taking any action.

Investment advice in Milton Keynes and Buckinghamshire

ASC Financial Solutions provide first class independent investment advice that you can trust. Our team of friendly and professional financial advisers offer investment advice services throughout the areas of Milton Keynes, Buckinghamshire and all surrounding areas.

If it’s time you reviewed your investments or you’d like advice on a new investment, please book a free initial consultation via the contact us page.

investment advice in milton keynes

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 HearnRisk 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.”

MR F

“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.”

MR & MRS W

Contact ASC Financial Solutions