The great joy of financial freedom is having your heart and mind free from worry about life’s uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. You are the focus of our business, you and your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish, an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Millbank Financial Solutions Limited was founded by Lee Maddock after working for over 20 years in the financial services industry for major life companies and as an Independent Financial Adviser. Lee is a member of the Chartered Insurance Institute and is a Chartered Financial Planner holding the G60 (Pensions) qualification. He also has a honours degree in Accountancy and holds a Master of Business Administration (MBA). Lee’s many years of experience and qualifications can add real value to you and your business, wherever you are in the UK.