The Investment and Financial Planning Department of Milford & Dormor provides independent and impartial advice on financial matters.

After a free initial consultation, advice is available on either a fee or commission basis.

Areas for advice include:

• Investment Planning for tax efficient income and/or growth

• Unit & Investment Trusts

• OEICS, ISA'S, and PEP'S

• Mitigation of Inheritance Tax

• Advice on Pension Planning

• Family Protection (Life Assurance, Critical Illness)

• Mortgages, purchase and remortgage

A key area of business is Financial Planning for the over 50's, which is often of particular interest and benefit to clients with an interest in.

• Estate planning in conjunction with our legal services

• Investing for retirement

• Investing after retirement

• Long term care and nursing fees

• Equity and cash release from property

"Regulated by the Law Society. Authorised by the Financial Services Authority for investment business"

The authorities which regulate mortgage business require us to remind you that your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.