Milne Wealth Management
Bespoke Financial Planning in Bristol
We believe that the need for reliable financial advice has never been greater than in our current economic climate. Here at Milne Wealth Management we are a forward-thinking, financial planning business which provides bespoke financial planning and wealth management in Bristol. We have moved with the times and our clients' needs, offering both virtual as well as traditional face-to-face appointments so that we can connect with our clients wherever they are.
We pride ourselves on advising individuals, families and businesses with a bespoke service, so if you are looking for a friendly and approachable wealth management service in Bristol that brings peace of mind, our doors are open. With over two decades of experience, we support our clients to protect their generational wealth, plan for financial freedom, improve retirement options, manage finances more efficiently or give a second opinion on a current financial planning portfolio.
At Milne Wealth Management in Bristol, we simplify the complexities of wealth management with a client-focused approach. Our dedicated team offers tailored financial solutions, ensuring each client's unique needs are met with precision and care. From comprehensive financial planning to investment and retirement planning, tax strategies and estate management, we provide holistic support to help you achieve your financial goals. Our commitment to transparency, integrity, and excellence sets us apart as a trusted advice firm in the Bristol community. Let us help you navigate your financial journey with confidence and ease.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 26/09/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
