Millfield osceola Financial Consultancy Ltd

Description

Millfield Osceola was established in 1997 and is a leading provider of professional and independent financial advice.

Our Team comprises of seasoned professionals whose focus is ensuring that clients maintain and grow their financial wealth & protect their assets. Our success is based on providing clients with effective financial planning, focusing on the provision of practical solutions for your current and future requirements.

Our advice is purely independent and free from any restrictions allowing you, the client, to receive quotes from the whole of market to provide you with the best possible service, performance and value for money.

We can deal with you via Zoom, Skype, Facetime, Microsoft Teams or face to face in our office. We also provide our clients with a Personal Financial Portal which enables them to view all their financial information securely, whenever is convenient for them and it’s available on any web enabled device.

This online portal includes:

Secure messaging service - get in touch with us and have peace of mind knowing any information you share with us is fully encrypted and completely private.

Document storage - house all your financial documents online in a secure vault where they are secure and backed up (much safer and convenient than in the bottom of the filing cabinet!)

Portfolio and plans - view your overall financial information in one place enabling you to see up to date plan values (subject to provider frequency), the performance of your investments and see how you’re progressing against your financial goals.

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