Independent Financial Planning (Anglia) Ltd
IF
Financial Advisors
Independent Financial Planning (Anglia) Ltd
7 Chase Ave, Milton Keynes MK7 7HG
# Independent Financial Planning (Anglia) Ltd
Independent Financial Planning (Anglia) Ltd is an FCA-regulated financial advisory firm based in Milton Keynes with over 35 years of industry experience. Led by Independent Financial Adviser John Clewlow, the firm provides comprehensive, whole-of-market financial guidance to clients across the East Midlands and beyond, including Buckinghamshire, Northamptonshire, Cambridgeshire, Bedfordshire, and throughout the UK.
The firm specialises in pension planning, retirement strategy, and investment portfolio management, working with individuals to construct tailored financial plans that align with their long-term objectives. They offer expert advice on pension drawdown, annuities, and the Open Market Option to help clients navigate retirement with confidence.
What distinguishes Independent Financial Planning (Anglia) Ltd is their proactive approach to ongoing client relationships. Rather than providing one-off advice, they conduct three-monthly investment reviews to ensure portfolios remain aligned with market conditions and evolving goals. This commitment to active monitoring, combined with personalised guidance across multiple asset classes and protection solutions, demonstrates a client-centric philosophy.
The firm serves both general investors and high-net-worth individuals seeking sophisticated financial planning. Beyond investments, they address family protection through life assurance and critical illness cover, recognising that comprehensive financial planning extends beyond wealth accumulation to include safeguarding against life's uncertainties.
Independent Financial Planning (Anglia) Ltd is an FCA-regulated financial advisory firm based in Milton Keynes with over 35 years of industry experience. Led by Independent Financial Adviser John Clewlow, the firm provides comprehensive, whole-of-market financial guidance to clients across the East Midlands and beyond, including Buckinghamshire, Northamptonshire, Cambridgeshire, Bedfordshire, and throughout the UK.
The firm specialises in pension planning, retirement strategy, and investment portfolio management, working with individuals to construct tailored financial plans that align with their long-term objectives. They offer expert advice on pension drawdown, annuities, and the Open Market Option to help clients navigate retirement with confidence.
What distinguishes Independent Financial Planning (Anglia) Ltd is their proactive approach to ongoing client relationships. Rather than providing one-off advice, they conduct three-monthly investment reviews to ensure portfolios remain aligned with market conditions and evolving goals. This commitment to active monitoring, combined with personalised guidance across multiple asset classes and protection solutions, demonstrates a client-centric philosophy.
The firm serves both general investors and high-net-worth individuals seeking sophisticated financial planning. Beyond investments, they address family protection through life assurance and critical illness cover, recognising that comprehensive financial planning extends beyond wealth accumulation to include safeguarding against life's uncertainties.
Services offered
Pension planning and drawdownPortfolio management and constructionISAs and OEICsInvestment bondsLife assurance and critical illness coverRetirement planning adviceInvestment portfolio reviewsOpen Market Option guidance