Investment Services

Milecross

Milecross is a Northern Ireland-based company that specializes in providing investment and financial services. With a focus on delivering the best possible outcomes for their clients, Milecross offers a range of investment solutions tailored to meet the unique needs of each individual. Whether you are looking to grow your wealth or protect your assets, Milecross has the expertise and experience to help you achieve your financial goals.

Introduction to Milecross

Milecross is a financial services company located in Newtownards, Northern Ireland. The company was founded with the purpose of providing investment services to clients. Milecross is unique because they offer personalized investment plans to fit the specific needs of each client.

Services & Products

Milecross offers a variety of investment services, including retirement planning, portfolio management, and risk assessment. They also offer financial planning services to help clients reach their financial goals.

Location

Milecross is located on 42 Milecross Rd in Newtownards. The area is known for its small businesses and local shops. Customers can expect a friendly atmosphere and personalized service at Milecross. The closest public transportation options are the Ulsterbus 7, 7A, and 7C, all less than a mile away.

Benefits

Customers should choose Milecross because of their personalized approach to investment services. The company takes the time to understand each client's needs and creates customized investment plans to fit those needs. Milecross also has a team of experienced financial advisors who are available to answer any questions and provide guidance.

Good to Know

Customers should be aware that Milecross is a small, independent company. While they may not have the same resources as larger firms, they make up for it with personalized service and attention to detail.

Reviews

Customers have praised Milecross for their personalized service and attention to detail. Many have stated that they feel confident in their investment plans and appreciate the guidance provided by the financial advisors.

Amenities

investment advice
financial planning
tax planning
retirement planning
portfolio management
wealth management
asset allocation
risk management

FAQ

What types of investment products do you offer?

At Milecross, we offer a variety of investment products such as stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We also offer retirement accounts including IRAs and 401(k)s.

What is your minimum investment amount?

Our minimum investment amount is £5,000. However, this may vary depending on the type of investment product and account.

What fees do you charge for your services, and how are they calculated?

We charge a management fee based on a percentage of the assets under management. The exact fee depends on the type of investment product and account, but typically ranges from 0.5% to 1.5% annually.

Can you provide examples of past performance for your investment portfolios?

Yes, we can provide examples of past performance for our investment portfolios. However, it's important to note that past performance is not indicative of future results.

How do you develop an investment strategy for your clients?

We develop an investment strategy for each client based on their individual financial goals, risk tolerance, and time horizon. We take a holistic approach to investing and consider factors such as diversification, asset allocation, and market conditions. We also regularly review and adjust the strategy as needed to ensure it remains aligned with the client's goals and market conditions.