Financial services

Our team of independent financial advisers at Milsted Langdon Financial Services Limited are acknowledged experts in the financial services marketplace. We help to guide our clients, whether they are private individuals or companies, through the increasingly complex world of financial planning.

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

By building personal and long term client relationships, we can deliver financial solutions aligned precisely to our clients’ specific requirements. Over time, as our clients’ aspirations and financial needs change, we are available to help them review and adapt their 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 protectionkeyman insurancestaff benefit packagescorporate 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