Millfield Partnership Limited: the IFA for the twenty-first century

Millfield Partnership Limited was founded in 1998 as an independent financial advisory company. It is now one of the leading national independent financial advisory companies in the UK.

Millfield Partnership Limited is the principal operating company of the Millfield Group, successfully floated on the London Stock Exchange's Alternative Investment Market on 1st March 2001. The success of the flotation, at a difficult time for such launches, spoke volumes about the opinion institutional investors had of the quality and integrity of Millfield's professional advisers, the excellence of its management team and its achievements since formation.

Millfield Partnership Limited has offices throughout the UK, boosted by the acquisition of Heritage, a major northern based IFA, in 2001.

Millfield's culture is to provide the highest standards of professional service. Its goal is to create security and wealth for its clients, both individual and corporate. It works with its clients to offer the highest levels of personal assistance and advice, and aims to build long-term relationships with those clients. It is also backed by advanced technological support.

Being independent, Millfield advisers survey the entire financial market place before making recommendations to clients - ensuring that any product or service recommended is right for the needs, circumstances and goals of those clients.

On average, Millfield's advisers have 11 years' experience of financial service, and all are qualified to at least FPC3 level. The company has a number of G60-qualified pensions specialists. It also has advisers who specialise in the business market, able to offer full corporate financial health checks. They can often renegotiate employee benefit packages to secure better rates; and Millfield also has a relationship with a software house that can save HR departments time and money while adding value to employees.

Millfield Partnership Limited's services include advice and assistance on:

• Stakeholder pensions;
• Group pensions;
• Closing final salary schemes;
• Transferring pensions from previous employers;
• Keyman protection;
• Share protection;
• Business property purchase;
• Group income protection;
• Death-in-service protection;
• Savings and investments;
• Offshore investment;
• Mortgage planning;
• Key person insurance.
• Share exchange;
• Banking arrangements;
• School fees planning;
• Tax planning and mitigation.

Millfield Partnership Limited is regulated by the FSA.

Not all the above products and services are regulated by the FSA.

Head Office and Registered Office:

Millfield Partnership Limited
Knollys House
17 Addiscombe Road
Croydon
CR0 6SR

Tel: 020 8680 5200
Fax: 020 8680 5900
Email: headoffice@millfield-partnership.co.uk
Website: www.millfield-partnership.co.uk