Milford & Dormor Financial Planning, although a separate limited company, work alongside Milford & Dormor Solicitors, to provide a team approach, drawing on the expertise of an experienced and qualified group of people who work with clients to help and provide advice. Chartered Financial Planner, Matthew Clark and his team have extensive experience and are proud to deliver independent, investment and pension advice, covering all aspects of financial planning. We give a personal and bespoke service covering all the Milford & Dormor offices.
Today, we proudly offer a completely tailored wealth management service built, for the most part, on long-term client relationships. With our investment, pension and tax-saving advice, we look at a client’s individual circumstances – ensuring solutions are unique and fitting.
And while we believe in the steady building of relationships over time, we embrace the latest technology, ensuring communication is fast, seamless and efficient, and market trends and developments are at our fingertips.
Traditional values backed up by cutting edge expertise – that’s the Milford & Dormor offering.
Today, we proudly offer a completely tailored wealth management service built, for the most part, on long-term client relationships. With our investment, pension and tax-saving advice, we look at a client’s individual circumstances – ensuring solutions are unique and fitting.
And while we believe in the steady building of relationships over time, we embrace the latest technology, ensuring communication is fast, seamless and efficient, and market trends and developments are at our fingertips.
Traditional values backed up by cutting edge expertise – that’s the Milford & Dormor offering.
We’re friendly
We are a family-orientated business, providing solutions built around people, not financial products. We spend a lot of time getting to know our clients and we are proud of our long-term relationships
We’re professional
Matthew Clark was one of the first Chartered Financial Planners in the UK in 2005, which is widely recognised as the ‘gold standard’ for financial advisors. He is also a Trusts and Estates Practitioner, and a Later Life Accredited Advisor, both specialist qualifications with strict codes of
professional ethics.
We’re trustworthy
We believe in transparency and are proud to display the full performance history of all our managed portfolios. This sets us apart from many of our competitors.
We’re accessible
We are committed to presenting information clearly in a manner which is free of technical jargon and easily understood.
