Here at Milne Wealth Management in Bristol we have over two decades of experience and we are committed to authentic, honest and transparent advice that will support you to feel empowered around your finances. Our dedicated and friendly team help our clients thrive and flourish in an uncertain world.

Elaine Milne is a passionate leader and pioneer for her clients, in her business and within her team. Her belief in honesty, authenticity and transparency building trusted relationships are the pillars that Milne Wealth Management is founded upon. Elaine and her team are dedicated to providing a helpful service to all clients, bringing a breath of fresh air and peace of mind when you think about your finances. Elaine is passionate about financial education to empower clients to create, grow and maintain a secure financial future with the peace of mind that goes along with that.

We welcome individuals, families and businesses.  Milne Wealth Management are trusted, reliable and honest Financial Planners in Bristol that will support you in identifying and planning for your future financial stability and security whilst still living for today! We enjoy meeting our clients in our office space whether virtually via Teams or Zoom, in person or at their home or workplace. Building rapport by taking the time to know and understand our clients is at the core of what we do. By understanding your goals and plans for the future we can advise and direct you with wise financial decisions, supporting you to take charge of your financial wellbeing today and creating financial health for the future.

Why Work With Us 

At Milne Wealth Management, we pride ourselves on our personalised approach and extensive expertise.

✔️ Decades of Expertise: Over 25 years of trusted financial advice.

✔️ Flexible Appointments: Virtual and face-to-face consultations available.

✔️ Personalised Solutions: Tailored financial plans for individuals, families, and businesses.

Founded by Elaine Milne, our female-led firm brings over two decades of experience, delivering honest, transparent, and tailored financial advice.

We understand the importance of flexibility, offering both virtual and face-to-face consultations to meet our clients' needs. Our dedication to financial education and bespoke solutions empowers individuals, families, and businesses, helping them secure their financial futures with confidence and peace of mind. At Milne Wealth Management, we believe in our way – a trusted, reliable approach to wealth management.