Totus Wealth Management (Milton Keynes) is an independent, whole of market financial advisor, offering bespoke services tailored to the individual needs of their clients. They work with both individuals and companies, providing a range of services including retirement planning, investment and wealth management, school fee planning, tax planning, estate planning, and insurance. Unlike tied or multi-tied advisors, Totus IFA is appointed by the client and offers products and services from the whole market, operating primarily on a fee-based model rather than commission payments. They are committed to providing transparent and high-quality service, offering a free initial meeting and a promise that any fee agreement can be voided if the client is not entirely satisfied with the service. Totus IFA is authorized and regulated by the Financial Services Authority (UK).
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Questions & Answers
Q1
What is the phone number for Totus Wealth Management (Milton Keynes)?
The phone number for Totus Wealth Management (Milton Keynes) is 01908 255551.
Q2
Where is Totus Wealth Management (Milton Keynes) located?
Totus Wealth Management (Milton Keynes) is located at Exchange House, 494 Midsummer Boulevard, Milton Keynes, England, MK9 2EA.
Q3
Is there a primary contact for Totus Wealth Management (Milton Keynes)?
You can contact Totus Wealth Management (Milton Keynes) by phone using number 01908 255551.
Q4
What is the web address (URL) for Totus Wealth Management (Milton Keynes)?
The website for Totus Wealth Management (Milton Keynes) is www.totus.com.