Milne Wealth Management Ltd - Bristol

A K

Elaine is a great FA. She explains everything thoroughly and cares about her clients. I've been with Elaine for 15 years and have absolute faith in her ability to help me achieve my financial goals.

Lori Sutherland

I cannot recommend Elaine Milne from Milne Wealth Management highly enough. From the moment I met Elaine, I felt valued and understood. Elaine took the time to thoroughly understand my financial goals and crafted a customised plan that has significantly improved my financial outlook. She has helped me navigate difficult issues around family and finances and I’m not sure I would have managed it without her.

Elaine’s depth of knowledge is impressive, and she consistently provides clear, concise, and welcomed advice. Her proactive approach means she’s always on top of market trends and adjustments that could impact my investments. She communicates complex financial concepts in an easily understandable manner, making me feel confident and informed about my financial decisions.

Thanks to Elaine’s guidance, I feel secure about my financial future. If you’re looking for a financial advisor who genuinely cares about your success and provides top-tier advice, look no further than Elaine Milne. She is truly a standout in her field.

Richard

I was introduced to Elaine by a friend in 2019 after investigating 2 other advisors and to be honest it was like night and day. I was looking for a home for my pension and savings and Elaine made me feel comfortable and was able to help me with both. Elaine took time to find out what I really wanted from an advisor, and we were able to work well together. Elaine has always held regular meetings and kept me updated. I have made good returns from my investments and remain happy with Elaines services. I have felt comfortable to recommend several of my friends to Elaine and they have also had successful dealings.
I would highly recommend Elaine but remember investments are a personal experience, and you need to do your homework for what is best for you but it’s worth talking with Elaine as you may find her the best you can get.

Sue Holtom

I have worked with Elaine on my finances for over 20 years and it has been a true partnership with her having my best interests at heart. She has become more than just a financial adviser. She is a close & personal friend that is truly valued. I'm looking forward to my old age with the financial security she has enabled. Keep it up Elaine I've got plans! 👍 😀😉❤️👸❤️

Dave Russell

In 2012, in preparation for retirement following a long career in the Civil Service, I started looking for some advice to help me in deciding how to best secure my financial future. Following a recommendation from a friend I contacted Elaine. It soon became clear that Elaine is very down to earth; practical; has a really clear idea of the concerns of people entering a new phase of life, and has the technical and people skills to help her clients consider, compare and make decisions from a wide range of options. Over the years my wife and I have struck up a rapport with Elaine, and she is always there to discuss any concerns, or plans we have. We consider Elaine’s advice to be of great value, and our financial position is considerably more secure than it might otherwise have been. Highly recommended.

Alan Duffy

I highly recommend Elaine. Several years ago, she worked to consolidate various workplace pensions that I had, which in turn gave me the confidence to decide that I would be able to take early retirement. Since then she has continued to support and advise me when I have made significant financial decisions.
I am completely impressed with Elaine's professionalism and her drive to deliver the very best in customer service.

Neil McFarlane

I have only been dealing with Elaine for 10 months now but she is very helpful, professional and explains everything to you to make sure that you are aware and understand before you commence with anything.

Gillian McClellan

I have been a client of Elaine’s for many years now and she’s the best in giving me advice with her vast knowledge and experience in dealing with my retirement fund and other investments.
I have just had my yearly review with Elaine and we discussed what would be best for both my pension and investments and again she has come out tops in advising where my interests should lie.
Elaine only thinks of what is best for all her clients and always goes the extra mile to provide a personal service.