Financial services for businesses

The increasingly complex world of financial planning can be bewildering for many business owners and private individuals.

That is why you need a financial advisor who is objective, trustworthy, experienced and truly understands your financial needs and future goals.

Our clients tell us that they appreciate the straight talking, honest and expert advice they receive from Milsted Langdon Financial Services Limited’s tram of independent financial advisors.

We are completely independent of any product provider and our vast experience and expertise enables us to match your lifestyle and financial goals with the appropriate financial product and services.

Many of our clients particularly value the personal and long-term relationships we build with them, which allows us to deliver financial solutions aligned precisely to our clients’ specific requirements.

Over time, as your aspirations and financial needs change, we are available to help you review and adapt your individual financial planning strategies to ensure continuing financial security and economic freedom.

Our financial services cover areas such as life insurance, retirement planning, income protection, critical illness, investments and inheritance tax planning. We also offer advice to company directors and shareholders on issues such as directors’ share protection, keyman insurance, staff benefit packages, corporate investment and business exit strategies.

Milsted Langdon Financial Services is authorised and regulated by the Financial Conduct Authority. Registered office, Winchester House, Deane Gate Avenue, Taunton, TA1 2UH. Registered in England 3953890.

Meet the team

Steve Horton
Steve Horton
Financial Services Partner
Hannah Mainstone
Hannah Mainstone
Wealth Management Adviser
Graham Puddy
Graham Puddy
Chartered Financial Planner
Rob Vanstone
Rob Vanstone
Independent Financial Adviser