Everyone deserves great financial advice

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Building a better future

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Who we are

Here at Milne Pension & Investment Management, we provide bespoke financial advice designed to help you maximise your financial position. Our team brings over 90 years of collective experience in the financial services industry, so you can rely on us to help you achieve your long-term goals.

Why choose us

When you work with us, you can expect transparency and honesty at every step. As independent advisers, we have access to the entire market, allowing us to offer our clients a wide range of potential solutions tailored to their specific needs.

Services

We believe in a holistic, multi-generational approach to planning. Our experts give clear, confident advice that supports you through every life stage. We will be there when you buy your first house, all the way through to retirement and succession planning.

Building your wealth

Cash management service

Giving your child the best education

Intergenerational planning

Later-life lending

Leaving behind a lasting legacy

Long term care

Moving up the property ladder

Planning for a fulfilling retirement

Protecting your family

Our achievements

We measure success in more than numbers, it’s about the lasting relationships we build with our clients. These achievements highlight our focus on clear advice, personal service and positive outcomes.

collective industry experience

0 + years'

24/7 support from advisers

as part of the Futura Group

Supported by 0 + advisers

Countless generations of families supported by our advisers

Client testimonials

"Ross has been exceptional in providing pension planning advice to me. Every meeting is clear, explanations are easy to understand and tailored to my needs.

What truly stands out is Ross’s approachable nature - always available to answer questions and guide me through the process with patience and professionalism.

I feel confident, well-informed and importantly I am seeing results - all thanks to Ross’s support."

“I have just recently started dealing with Milne Pensions and Investment Management. The thought of dealing with my pensions at the age of 56 was a very daunting one. Four pensions in different investments over the years, where do I start.

Ross has broken down the once daunting process of pensions into an easy understanding language. My old pensions is now in one place with an easy access app to view at any time.

Great communications, again in a way that breaks down the pension jargon.

I would definitely recommend MPIM as in only a short period of time and for the first time I can clearly see my pension future.”

“Over 25 years Alan and team have helped with Pension Planning - pre and post-retirement - and protection planning to cover mortgage (critical illness cover). We have used a range of products including ISAs, Collective Investment Accounts and Offshore Investment Bonds to maximise tax efficiency.

Alan has provided me and my family with excellent professional service for 25 years. He has always been available to discuss matters at short notice and has ensured we have regular reviews and portfolio updates. He has provided various options and plans at different times, relevant to our financial position at the time, but also with an eye to the future.

Alan is supported by Anne and the team who deal with the hassle of admin in a professional friendly way.

My wife and I view Alan and Anne as friends as much as professional advisors due to the high-quality service they have provided over the years.”

"Over a period of 20 years Alan has managed our finances as they have grown with his advice. We have taken advice on a wide range of financial topics including personal savings, collective investment accounts, tax efficiency and collective investment bonds.

For us this means trusting Alan with our personal savings and finance over this period. With Alan’s help and his professional advice, regular contact and guidance we have seen consistent growth in our finances.

Alan, on a personal level, is always available to answer our questions and on a subject which is quite baffling at times, to us, and has taken the time to explain and ensure our understanding before moving forward."