Maryport 01900 813541
Whitehaven 01946 694818
Cockermouth 01900 898010
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Financial Planning
Milburns recognise that the provision of quality independant financial advice is, for our clients, a crucial part of the overall service that the firm delivers. To ensure that our Financial Planning Service is of the highest quality available we utilise the services of specialist Independant Financial Advisers from the Financial Services world - not from the legal profession. Milburns are not authorised to deliver financial advice and feel that our clients are better served by specialist advisors.
At a time when many banks, building societies and insurance companies actively promote their own products, we strongly believe in the provision of Independant Financial Advice by suitably and experienced personnel. We believe that financial planning advice must be:
- Impartial
- Independant
- Structured to the individual needs of our clients
- Delivered to our clients by specialists who are regulated by the Personal Investment Authority
Who needs Independant Financial Advice?
Virtually everyone!
Financial planning services will supplement your legal advice from Milburns in all of the following cases:
Conveyancing
- Mortgage advice
- Re-mortgage advice
Divorce and family law
- Investment advice on lump sum settlements
- Protection of maintenance payments
- Pensions and divorce
- Joint mortgage endowment policies
Wills, trusts and probate
- Investment planning for widows/widowers
- Inheritance Tax planning
- Trustee investment
Personal injury claims and clinical negligence
- Investment advice on lump sum damages awards