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Millfield Osceola Financial Consultancy Limited was established in 1997 and is a leading provider of professional and independent financial advice countrywide. With collective experience of over 100 years in financial services, we deal with all aspects of financial planning covering Life Assurance, Investments, Personal Pensions, Corporate Pensions and Employee Benefits, and Long Term Care, and Equity Release. Inheritance Tax, Trusts and Tax Planning, Savings and investment portfolio management. Complete Private Client financial planning service centred on your personal goals and objectives. Whatever your requirements, our teams of specialists within the group can provide or source suitable solutions. Our success is based on providing clients with effective financial planning, focusing on the provision of practical solutions for your current and future requirements. The advice is purely independent and free from any restrictions allowing you, the client, to receive quotes from the whole of market to provide you with the best possible service, performance and value for money. Because we utilise the most up to date research technology, we are able to recommend the most suitable financial solutions for our clients ever changing needs. Your Surrey/Berkshire and surrounding area contact is David Kelham David has over 35 years experience in financial services helping private clients. In addition to Financial Planning Certificate he has passed FCIB (Fellow of Chartered Institute of Bankers), CEMAP (Certificate in Mortgage Advice and Practice), CF7 (Lifetime Mortgages) and CF2 (Investment & Risk), and Cert PFS (certificate with the Personal Finance Society) For a full review of your financial circumstances please e-mail or telephone David Kelham. Data Protection:
Information provided by you will be held in confidence by Millfield Osceola Financial Consultancy Ltd and may be passed to other companies of the Honister Capital Limited group, and used to advise you about any other financial products or services that may be of interest. If you prefer not to receive such information, please contact Millfield Osceola Financial Consultancy Ltd.
Millfield Osceola Financial Consultancy Ltd is an Appointed Representative of Sage Financial Services Ltd.
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