Financial planning

A successful automotive business can be the source of substantial wealth. When that is the case, taking care of your finances for the benefit of yourself and your family, now and in the future, is essential.

At Milsted Langdon Financial Services Limited, Independent Financial Advisers in Bath, Bristol, Taunton and Yeovil, we believe in making the process as straightforward as possible.

We are experienced in delivering bespoke financial solutions to people working in the automotive sector and can advise on options for protecting your income, saving and investing for the future and planning for retirement, by putting in place appropriate, affordable pension provision.

We can also assist you in making financial arrangements for the future, taking into account potential changes to your health, care and housing needs in later life.

Where a business and other assets are involved, inheritance tax is a key issue and we are experienced in helping clients to plan ahead to minimise their inheritance tax liability, so that your estate is protected for your family.

At Milsted Langdon Financial Services, you will be dealing with specialist advisers who understand the automotive  sector and will take time to understand you and your personal circumstances. We also believe in building long-term relationships with our clients, so that your financial arrangements will be regularly reviewed to ensure they remain on target to meet your financial objectives.

We are completely independent of any financial product provider, so the advice we offer you will be based entirely on your best interests, taking into consideration your lifestyle, goals and tolerance to risk when we recommend products that we believe will be right for you.

For more information, please contact Milsted Langdon Financial Services.