About Us

Ian Whiteley is the senior partner with over 20 years experience in financial services. Previously with Barclays Bank and Barclays Financial Management, Ian has dealt extensively with both personal and corporate clients. Through this experience, Qdos are able to meet the needs of all our clients and provide a complete financial planning solution. We provide advice across all areas of financial planning including mortgage broking, pension advice, investment advice, family protection including life assurance, critical illness cover and income protection plans and also post retirement planning including annuity advice.

Independent Financial Advice in Milton Keynes

We are wholly independent across all advice areas and can work either on a fee basis or commission, whichever is most appropriate to your circumstances. We provide regular contact to our clients through newsletters which provide up to date information on relevant topics in the financial world.

How it works

When we first meet, we will usually start off by discussing your aims and needs in general before going on to conduct a thorough financial review.
Following our review, we will take time to consider your situation and needs in detail, before returning to you to report our conclusions and present them to you at a subsequent meeting. We will then discuss our conclusions and recommendations with you, before agreeing the priorities and putting in place the plans you require. We offer regular client reviews to those clients who want such a service to ensure their financial plans remain relevant and on target to meet their needs.