Working with Milecross

Milecross Financial Advice

Who we are

We are an appointed representative of The award-winning Openwork Partnership, one of the UK’s largest networks of financial advisers. With a strong reputation built over the past 20 years among the financial services sector and our advisers, Milecross puts our core values at the centre of everything we do.

Milecross was established in May 2005 in County Down North Ireland and operates in partnership with Openwork, one of the largest networks of financial advisers in the UK. Since then we have grown into one of the largest financial advice practices in the UK with our head office in Northern Ireland and regional offices in Scotland and Northern England plus a multitude of advisers working from branches and offices throughout Northern Ireland, Scotland & England.

Our advisers have been helping people make informed financial decisions, in good times and challenging times, for 20 years.

Our regional support teams have a wealth of experience in supporting and developing advisers and are passionate about providing the best service possible.

Our business leadership has significant growth ambitions, aided by acquisitions of smaller advice businesses and sole traders.

We choose to be part of The Openwork Partnership. Their award winning adviser proposition and support in the background enables us to focus on our advisers and businesses to ensure we give them the best possible support. With Openwork’s compliance, governance and regulatory support backed by the FCA all of our advisers and clients can feel reassured they are getting the best financial advice possible.

We are delighted to announce that Openwork have just won for ‘Outstanding Adviser Network’ at the Cover Magazine Awards 2022.

How we work

Milecross - Careers in Financial Advice

We enable our advisers in the delivery of high quality mortgage and financial advice through an excellent service experience to their clients by providing:

• A reputable, established brand that provides lead generation and effective marketing


• Market leading mortgage, protection and investment proposition.

• Professional safety through quality supervision and governance.

• Administration support that facilitates consistent delivery of high quality customer service.


• Dedicated support and development from an experienced and locally based team.

Stronger Together

Our core values

Milecross Financial Core Values

Our team

 

Paul Dalzell, Milecross Financial

Paul Dalzell
Managing Director

Mark McBride, Milecross Financial

Mark McBride
Regional Manager - Northern Ireland

Jane Taylor-Davies, Milecross Financial

Jane Taylor-Davies
Regional Manager - England

Simon Gordon, Milecross Financial

Simon Gordon
Regional Manager - Scotland