Let us help you with your finances, with careful and diligent financial advice, made simple & easy to understand, and using our fully staffed in house research department.

Millhaven Financial Advice offers qualified, financial advice to individuals with our own philosophy.

The need for good financial planning is crucial for anyone wanting to create financial security for themselves, to ensure that they have structured their affairs correctly. The whole field of financial planning can seem endlessly complicated, especially when you add the tax and legal situations to the basic financial requirements that you may have, so why not let a qualified financial adviser help you to achieve your objectives. Completing a financial review will help you to see your overall circumstances, and talking it through with someone else can be of great help. Pensions can be a real issue that requires advice for example.

Going onto the internet to try to get a grasp of all aspects of financial planning, including savings, pensions, and investment planning, can be a help, but is it the whole answer. For example, how many people write their life cover under trust?   Remember, the internet and the information it provides does not make a qualified adviser, and sometimes a little knowledge can be a bit of a problem!

At Millhaven Financial Advice we listen to your needs and circumstances, and you current financial situation, and discuss with you the matters that are of interest to you, in a clear way, so as to be able to provide the correct advice, and select the  appropriate financial products, and investments, for you. We always try to provide you with a high level of service. And remember being part of the Intrinsic network means we have access to a number of providers and products.

Intrinsic Research

Intrinsic Financial Services Ltd, is one of the largest distributors of financial and other insurance products in the UK.

For investments, Intrinsic research will risk assess investment funds available within the products we can advise on, to make sure that when Millhaven Financial Advice advises clients, for  advice, on, for example, stocks and shares ISA's, unit trusts and OEICS, that this tries to  match the clients attitude to risk, so that a portfolio of investments can be tailored to the needs of the client. This is most important, for the peace of mind of each client, as is very important to provide the very best investment advice to each and every client. 

Millhaven Financial Advice of Reading, offers financial advice, with financial reviews on

Life Assurance, (under trust where necessary), Critical Illness protection, Income Protection Insurance, health insurance. Protection plans for all.

Remember life cover comes in many forms, not just term assurance, how about convertible term assurance, or family income benefit (usually the cheapest form of  life cover), or even whole of life cover, ( usually cheaper for the younger person)!

Investments, including ISA's, unit trusts, and OEICS for regular savings and also lump sums, and single premium investment bonds. We act as wealth managers for individuals.

Pensions, pension schemes, and pension transfers (personal pensions only), Pension planning, retirement options. Stakeholder pensions, general pension advice, the state pension, widows pensions..... and more!

The value of pensions & investments, and the income they produce, can fall as well as rise. You may get back less than you invested.

Mortgages & re-mortgages. Mortgage solutions, and re mortgaging strategies.

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgage advice, Millhaven Financial Advice charges an initial fee of £250, and receives commission from the lender, on completion, or you can pay a fee, usually 1% of the loan amount, and we will pass on any commission paid by the lender to you.

Financial services in the round, tailored to meet your individual circumstance, which will be different from any other person!

Pension drawdown, (for the larger pension pot), and phased retirement. So Millhaven can assess your situation first, to see if this option may be of help to you.

Millhaven Financial Advice service

Financial reviews a speciality for the individual. Especially for clients wanting to receive  advice, from a qualified adviser/advisor, rather than from a tied adviser/advisor, who will normally be tied to one provider only.

The principal of the firm, Mr Stuart Lawes, Dip PFS, has qualified with the Diploma in financial planning,  from the chartered insurance institute, and is a member of the Personal Finance Society, and for mortgage advice has qualified with the mortgage advice qualification, also from the chartered insurance institute.

You are most welcome at Millhaven Financial Advice for all your financial needs, from life cover to lump sum investments, and pensions. So please feel free to call for an appointment. Please remember you do not have to live in Reading, as we travel! For example, Maidenhead is just up the road, and Swindon not much further! If you are looking for a financial adviser then Millhaven could be the place to go, for a firm with a professional financial adviser.

Financial advice for all! If you live in London, then please call also as we have many clients there too! Travel is not too much of a problem, and you may find our charges, (if you choose the fee option, lower than a London advisor).


Free Initial Consultation

You can have a free initial consultation, with a financial adviser/advisor. There's no fee, no catch and no obligation on your part.  We can call you to arrange a time that suits you. No pressure, no problems!

It takes time to provide quality investment advice, so Millhaven Financial Advice, gives plenty of time to gather all the necessary information, to provide the required investment advice, that you require and deserve.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested

Your home may be repossessed if you do not keep up repayments on your mortgage.

Please feel free to call me on, (Reading), 0118 942 9320

E Mail Millhaven Financial Advice at:- stuartlawes@outlook.com

And remember Millhaven Financial Advice  offers:-

Mortgage solutions, re-mortgaging strategies, pension planning, investment advice, protection plans, retirement options,  pension switching, and financial planning for private clients .

Some of the areas covered.

Reading, Wokingham, Newbury, Windsor, Eton, Ascot, Maidenhead, Henely On Thames, Marlow, Oxford, Bracknell, Slough, Cookham, High Wycombe, Hungerford,Swindon, London

 & the South of England 


 

APPOINTMENTS - click on enquiries above

 About us

 Financial adviser, in Reading, Berkshire.

Financial advice, and financial planning, tailored to suit your needs

Financial advice with no pressure, Financial services for all!

Millhaven Financial Advice is a trading style of Stuart Andrew Lawes who is an appointed representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning Limited.

 Millhaven is situated in Reading, Bekshire, which is very close to Newbury, Wokingham, Basingstoke, Cookham, Maidenhead, and Ascot, but we travel to your home or office, so you do not have to be in the Reading area to receive advice from us. It's nice to have an advisor come to you ,at a time suitable to you, to discuss matters in a quiet and measured way, no fuss, no pressure, but with a high level of service.

Please feel free to call Millhaven Financial Advice on 0118 942 9320

E Mail on:

stuartlawes@outlook.com

Or see below under next to send message to Millhaven.

Experience

The importance of good  financial advice.

The principal of Millhaven Financial Advice, Mr Stuart Lawes, has been  advising within the insurance industry now for over 28 years, educated in Newbury,  previously living in Wokingham, and working in Camberley and Wokingham,and now practicing in Reading, providing financial services to an increasing client bank.  Millhaven Financial Advice, has tie ups with approved providers for expert, specialist financial advice, in the fields of pension drawdown.

Millhaven Financial Advice can review your financial planning needs including savings and lump sum investments, pensions, protection and mortgages. Why go to a single financial provider when you can come to us for financial advice - a wise choice indeed.