Business Details
19 Years
experience
Independent Financial Advisers in Milton Keynes
Established in September 2007 by Adrian Cook, ASC Financial Solutions is a family-run business authorised and regulated by the Financial Conduct Authority. Our team of professional and dedicated staff provides tailored, independent financial advice to clients across Buckinghamshire, Bedfordshire, and beyond. We specialise in pension advice, retirement planning, wealth management, and investment advice, with a commitment to understanding individual client needs and offering impartial solutions. Our services extend to financial protection, inheritance tax planning, and related offerings through professional connections, including accountancy and mortgage advice.We maintain a client-centric approach, treating every individual as a valued customer and offering a free initial consultation to discuss financial goals. With over two decades of combined experience, our senior team delivers expert guidance, supported by regular reviews to ensure long-term financial plans remain aligned with client aspirations. Recognised in the Financial Times Top 100 Financial Advisers 2020, we pride ourselves on transparency, trustworthiness, and a relaxed environment for all clients.
Services
Pension Advice
Retirement Planning
Financial Planning
Wealth Management
Investment Advice
Financial Protection
Accountancy Services
Mortgage Advice
Legal Services
Inheritance Tax Planning
Details
- Year established: 2007
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority (FCA).
- Our senior team has over 20 years of combined experience in financial services.
- We offer a free initial consultation with no obligation.
- We provide access to accountancy, mortgage, and legal services under one roof.
- Recognised in the Financial Times Top 100 Financial Advisers 2020.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Very professional
Friendly and professional
Go the extra mile
Excellent financial advice
Regular meetings
Services
Financial Planning & Wealth Management
Our expert team provides tailored financial planning and wealth management services to help clients achieve long-term goals. We assess individual needs, create bespoke strategies, and offer ongoing reviews to ensure plans remain aligned with evolving aspirations. With a focus on transparency and trust, we guide clients through complex financial decisions.
Pension Advice & Retirement Planning
We specialise in pension reviews and retirement planning, ensuring clients understand their options and develop sustainable strategies. Our services include regular reviews to adapt plans as circumstances change, helping clients transition smoothly into retirement while maximising their financial security.
Investment Advice
Our tailored investment advice considers clients' risk tolerance, financial goals, and market conditions. We provide expert guidance on portfolio management, diversification, and long-term growth strategies, ensuring investments align with individual needs and aspirations.
Financial Protection
We offer a range of protection products to safeguard clients and their families against unforeseen events. Our advice covers life insurance, critical illness cover, and income protection, ensuring clients have peace of mind and financial security for the future.
Other Financial Services
Through professional partnerships, we provide accountancy, mortgage advice, and legal services under one roof. This holistic approach simplifies clients' financial needs, offering comprehensive solutions tailored to their personal and business requirements.
People
Adrian Cook
Director
With over 20 years in financial services, Adrian specialises in wealth management and retirement planning. He prioritises a personal approach, helping clients at all life stages achieve their financial goals.
Daniel Piggott
Senior Financial Adviser
Daniel has over 20 years of experience providing clear, honest financial advice. He focuses on building long-term client relationships and delivering tailored solutions to meet individual needs.
Emma Money
Operations Manager
Emma has managed ASC's operations since its 2007 founding, ensuring smooth and efficient business processes to support client service excellence.
Michael Hearn
Technical Manager
Michael, a qualified financial adviser, joined ASC in 2014. He ensures technical accuracy in advice and supports clients with expert, reliable guidance.
Questions
What services does ASC Financial Solutions offer?
We provide pension advice, retirement planning, wealth management, investment advice, financial protection, and related services like accountancy and mortgages.
Do you offer a free initial consultation?
Yes, we offer a free, no-obligation consultation to discuss your financial goals and needs.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 506768.
Which areas do you serve?
We operate in Milton Keynes, Winslow, Buckinghamshire, Northamptonshire, Bedfordshire, and surrounding regions.
How experienced is your team?
Our senior team has over 20 years of combined experience in financial services, offering expert, tailored advice.
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