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Paul Dalzell

Chief Executive Officer at Milecross Financial

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Milecross Financial

Milecross Financial was established in 2005 in Newtownards, County Down. Since then it has grown into one of the largest financial advice practices in the UK with a multitude of advisers working from branches and offices throughout Northern Ireland, Scotland & England. For almost 20 years, we’ve been helping homeowners make informed financial decisions, during both good times and challenging times. We provide an ethical, transparent and friendly service on a face to face, telephony or online basis. Whether it’s first home advice, protecting what matters, saving for your children’s future, or looking forward to your retirement, we can help you plan ahead. Our philosophy is to build long term relationships based on mutual openness and trust that reassures you of our commitment to excellent customer outcomes. Together, we look at your current financial circumstances and align this with your objectives providing a bespoke package that will evolve throughout your life. We are an appointed representative of The Openwork Partnership, one of the UK’s largest networks of financial advisers. This provides us access to pensions, investments, mortgages and protection products from some of the largest brands in the UK. It also enables us to access payment and reconciliation services, IT and regulatory support when required. Their support in the background enables us to focus on our clients and ensure we give them the best possible advice. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Milecross Financial Solutions is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 11/10/2024


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51-200

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