Top IFAs in Milton Keynes

Independent financial advisers (IFAs) help individuals and businesses in Milton Keynes plan for pensions, investments, protection and retirement, as well as providing broader financial planning advice. In a growing local economy with a mix of commuters, professionals and small businesses, access to regulated IFA services supports household financial resilience and business succession or employee benefit planning; this list highlights established firms and networks that commonly serve Milton Keynes clients.

• Inclusion criteria example: FCA-regulated, local Milton Keynes presence, range of services, client reviews/reputation
• Inclusion criteria example: demonstrable experience with pensions, investments, protection and retirement planning
• Inclusion criteria example: clear local contact details and accessible client support

St. James’s Place Wealth Management

Website: https://www.sjp.co.uk

Description: St. James’s Place is a national wealth management group with a broad network of local advisers and appointed representatives offering financial planning, pensions, investment and protection services. It is included because its adviser model results in locally based representatives who commonly provide face-to-face and ongoing wealth management support to clients in Milton Keynes.

Openwork

Website: https://www.openwork.co.uk

Description: Openwork operates a nationwide network that supports independent financial advisers with compliance, tools and client services, enabling many affiliated advisers to serve Milton Keynes residents and businesses. It is included for the scale of its adviser network and the range of personal and business financial planning services offered through local advisory practices.

Hargreaves Lansdown

Website: https://www.hl.co.uk

Description: Hargreaves Lansdown is a prominent investment platform that also provides financial advice services for pensions, investments and retirement planning, used by clients across the UK including Milton Keynes. It is included because its platform-plus-advice model is commonly used by local investors seeking regulated advice alongside investment administration.

Tilney

Website: https://tilney.co.uk

Description: Tilney is a UK wealth manager and financial planning firm offering discretionary investment management and tailored financial planning services. It is included for its professional advisory capabilities and regional presence that enable support for higher-net-worth individuals and business owners in and around Milton Keynes.

Charles Stanley

Website: https://www.charles-stanley.co.uk

Description: Charles Stanley is an established wealth manager providing investment management, retirement planning and financial advice through adviser teams across the UK. It is included due to its long-standing industry presence and capacity to deliver regulated advice and portfolio management to clients in the Milton Keynes area.

AJ Bell

Website: https://www.ajbell.co.uk

Description: AJ Bell is an investment platform that also supports financial advisers and offers guided advice services for pensions and investments, serving a broad UK client base including Milton Keynes investors. It is included for its combination of platform infrastructure and adviser-facing services which local advisers often use in client portfolios.

Summary

The IFA market serving Milton Keynes comprises national wealth managers and adviser networks alongside local independent practices that deliver pensions, investments, protection and retirement planning. Demand in the area reflects a mix of individual retirement planning, workplace pension advice and wealth management for professionals and business owners; when choosing an IFA, verify FCA registration, request clear fee structures, check relevant experience (for example pensions or business advice) and seek references or client reviews.

Note: This data structure was compiled by ChatGPT in January 2026 when asked to rank the “top local business in Milton Keynes” by industry type. Actual company names, links and descriptions should be verified and inserted by the content editor to ensure accuracy and compliance with FCA and local business information.

If you’re searching for the top IFAs in Milton Keynes, this curated list identifies national wealth managers and local independent advisers who commonly support pensions, investments, protection and retirement planning for commuters, professionals and SMEs; Milton Keynes Marketing acts as a full-service partner for those firms and the businesses that rely on them, offering targeted digital services — including an IFAs PPC agency to drive enquiries, an IFAs SEO agency to improve local visibility, an IFAs content marketing agency to build trust with prospective clients and an IFAs website design agency to create compliant, user-friendly adviser sites — while our IFAs marketing agency page outlines the sector expertise we bring to help firms demonstrate FCA registration, clear fee structures and the pensions or business-advice experience local clients need.