About Us
Rob Milton - Independent Financial Adviser
I started my career as a Financial Adviser straight after completing my first degree in Management in 1990, which gives me over 30 years experience! Since then I have developed my skills and knowledge in order to give my clients high quality advice in all areas. I am based in the North-West but have two sons living in London.
I am also an Ordained Church of England Minister, (with a degree in Theology) so you won't be surprised to learn that integrity is central to my business. I love chatting to people, playing and watching sport. I have specialised in Pension and Investment advice, but yet over the years I have helped hundred's of clients sort out their mortgage and protection needs as well.
Contact: rob@aegisfp.com
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Emma Emery - Senior Executive Assistant
Emma has been working within the finance industry for over 8 years, supporting high profile financial advisers and providing them with full administrative support.
Emma is well-organised and efficient in every aspect, whether it is an appointment that needs making or an application that needs submitting and chasing up – she takes no prisoners!
Contact: emma@aegisfp.com
Nina Green - Admin Support
Nina has almost 30 years of Admin Support experience in various industries.
With a professional and hard-working attitude, Nina is dedicated to supporting Milton Associates and ensuring client satisfaction. She strives to provide exceptional service, making every client interaction positive and productive.
Contact: nina@aegisfp.com
Our Network - AEGIS
Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.
With a team of highly experienced Investment & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes from recommendation from our long-standing clients and relationships with private banks, accountants and other professionals.
Our mission is to challenge the traditional model of how wealth management has previously been delivered by cutting out excessive hidden fees, providing access to whole of market investments on the best terms possible and deliver a highly personalised service.
We offer independent, unrestricted guidance at a sensible cost that clients will always clearly see.
Aegis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 624298) Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.
