Your Future Your Money is a firm of Independent Financial Advisers that was founded in 2015 by highly experienced financial industry professionals. We pride ourselves on our independent status which is the key foundation to our business model. This ensures we can advise on products across the whole market place. We act solely in the interest of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The “client experience” is paramount and we all pride ourselves in building lasting professional client relationships. We aim to ensure that all our clients will always view us as their trusted advisers. Your Future Your Money has access via the latest technology to an extensive range of wealth management, retirement, investment and financial planning services.
Meet the Team
Paul Milburn Managing Director and Independent Financial Adviser (IFA)
A founding member of Your Future Your Money in 2015. I have run my own business since 2004 when I first became an IFA. I joined the financial services industry in 1998 after graduating from university. I’ve seen many changes during that time and have many clients who refer me onto their friends and family. My passion is helping clients to achieve their goals and seeing how they can make their money work harder for them. I offer face to face advice as I believe this is still the best way to help clients.
Away from the office I live with my wife and 3 children. I enjoy travelling, visiting new places and watching all varieties of sport. Recently I have raised over £25,000 for Brighter Futures (a local hospital Charity) and through the business I am able to sponsor grass roots football and hope to do much more of this in the future.
Alan Buck Independent Financial Adviser (IFA)
I joined Your Future Your Money in the autumn of 2020 and have worked in the Financial Industry since May 1999 (wow 22 years). Since this time, I have seen many changes, but still believe that family is an integral part of Good Financial Planning. I remain focussed as a General Financial Practitioner with an added interest in the Later Life Arena, holding additional qualifications in Lifetime Mortgage and Long-Term Care.
Away from the office I am now reaching those years where I am able to potter at the Allotment and enjoy long summer walks with the Dogs.
Carly White Personal Assistant to the Director Paul Milburn
I have been Paul’s Assistant since January 2019. My main duties are helping Paul in all aspects of the administrative side of the Financial Services as well as running and maintaining the office. I have always been in the Financial Service Industry previously working at Zurich before I had children.
My favourite things to do are eat out, watch movies and travel.
Charlotte Milburn Compliance, Training & Office Manager
I joined Your Future Your Money in April 2021 as the Compliance, Training & Office manager. The main purpose of my role is to ensure all of our internal strategies, policies, procedures and programs are in place and maintained. Since graduating from university in 2007 I’ve always worked in the financial service industry, most recently at Nationwide and previously TSB & Lloyds Banking Group.
I live with my husband and his 3 children which definitely keeps me busy. I enjoy travelling and spending time with my family and friends. I love to shop and have a rather large dress, shoe and handbag collection.
Through Your Future Your Money we aim to deliver not only a Personal and Professional Financial Planning Service to our Clients but also one that will be sustained for many years to come.
What to Do If You Have A Complaint
If you wish to register a complaint, please write to us
Your Future Your Money Ltd
Suite 31
Crowood House
Gipsy Lane
Swindon
SN2 8YY
or telephone 01793 228182.
You may also be able to refer your complaint to the Financial Ombudsman Service.
Their contact details are:
The Financial Ombudsman Service,
Exchange Tower,
London,
E14 9SR.
Tel: 0800 023 4567.
http://www.financial-ombudsman.org.uk/.