Financial Advisers
in Burnham

Based in the Thames Valley, we are an independently owned financial planning and wealth management practice. We focus on using life planning to provide you with tailored financial recommendations that fit your individual circumstances. This means helping you to identify your goals and then putting the right financial framework in place to help you get there.

Millfield Osceola Financial Consultancy Limited was established in 1997 and is a leading provider of professional and independent financial advice. We have collective experience of over 100 years in financial services.

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

AGILITY Financial was established in Beaconsfield in 2009, now trading from our offices in Amersham, we offer advice on a full range of pension and investment products.

Our role is to support you on your financial journey: making it easier for you to achieve your goals, and also helping to protect you from potential financial pitfalls. If you are looking for outstanding personal service, provided by highly experienced advisers, who take the time to understand your needs, we can help.

This could be planning an early retirement, buying a holiday home or supporting your children financially. We’ll build a bespoke financial plan with the best strategy to meet these goals. We’ll help you to make informed financial decisions, backed up by rigorous academic research and common sense. We’ll also make sure you stay focussed on the financial plan we develop together.