independent
financial
advisers

about us

Everyone at Milton IFA is committed to one thing: providing you with expert financial advice and planning that is tailored to your needs and objectives.

We’re a family run business with 30 years’ experience of advising other families, businesses and individuals to achieve their financial goals.

Together we are proud to offer you an extremely professional, courteous and efficient service.

about us

Everyone at Milton IFA is committed to one thing: providing you with expert financial advice and planning tailored to your needs and objectives.

We listen carefully – and we care about helping you to achieve your financial goals. Together we are proud to offer you an extremely professional, courteous and efficient service.

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contact us
client agreement form

To read, download or print a copy of the terms under which
we provide our services, including details of the specific
services and how we charge for them, just click below.

savings & investments

  • stuart milton

    director

    With 30 years in the financial services industry, Stuart is passionate about financial planning and has vast experience of advising individuals, families and companies both large and small.

  • julie large

    company secretary

    As well as bringing her 30 years’ experience in customer relations, Julie helps manage the smooth progression of all aspects of our business.

  • katie sherlock

    office manager

    Katie brings her City and insurance industry skills to the team and makes our service to clients second to none.

  • madhu aggarwal

    senior mortgage adviser

    Madhu leaves no stone unturned in uncovering the best products, liaising with lenders and expediting applications.

  • denise moore

    head of compliance

    Denise is responsible for maintaining robust systems & controls to ensure key risks to the business are mitigated.

  • claire whitbourn

    mortgage adviser

    Claire has over 25 years of experience in researching and delivering the best mortgage products for clients.

  • carol skeggs

    office administrator

    Carol provides a valuable support function to other teams members to ensure all our clients’ expectations are met in a timely manner.

  • stuart milton

    director

    With 30 years in the financial services industry, Stuart is passionate about financial planning and has vast experience of advising individuals, families and companies both large and small.

  • julie large

    company secretary

    As well as bringing her 30 years’ experience in customer relations, Julie helps manage the smooth progression of all aspects of our business.

  • katie sherlock

    office manager

    Katie brings her City and insurance industry skills to the team and makes our service to clients second to none.

  • madhu aggarwal

    senior mortgage adviser

    Madhu leaves no stone unturned in uncovering the best products, liaising with lenders and expediting applications.

  • denise moore

    head of compliance

    Denise is responsible for maintaining robust systems & controls to ensure key risks to the business are mitigated.

  • claire whitbourn

    mortgage adviser

    Claire has over 25 years of experience in researching and delivering the best mortgage products for clients.

straightforward financial advice

info@milton-ifa.co.uk|01344 586100

© Milton Independent Financial Advisers Ltd 2021|Privacy notice|Cookie Policy

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP YOUR PAYMENTS ON A MORTGAGE OR ANY DEBT SECURED ON IT.

Milton IFA Ltd is authorised and regulated by the Financial Conduct Authority. Registration number: 491145.

Registered office: 2 Arlington Square, Downshire Way, Bracknell, Berkshire, RG12 1WA.
Registered in England and Wales No. 5228260.
This mortgage site is only directed at persons within the UK.
The FCA does not regulate some investment mortgage contracts.