Don't Run Out Of Money Before You Run Out Of Life
Welcome to Milestone Wealth, a financial planning company dedicated to helping you make the most of your money. We understand that financial planning can be complex and daunting, which is why we offer jargon-free advice and ongoing support throughout your financial journey. Our fixed fees are based on time and complexity, not the value of your investments, and we are passionate about sustainable investing that benefits both people and the planet.
At Milestone Wealth, we believe in providing comprehensive financial planning that covers every aspect of your financial situation and takes into account an infinite number of possible future outcomes. We are independent, with access to the entire market and a vast number of providers, and are proud to be Chartered, with an award-winning planner who is one of only a small number of chartered financial planners. Our clients trust us to be proactive and to manage their expectations at every step of the financial planning process.
Our Services
Our services include bespoke financial planning that helps you understand how much money is enough for you to be able to achieve your desired life that removes any fear of running out of money. We navigate you through the deep and often complex waters of financial planning, taking into account every aspect of your financial situation and creating a realistic plan that covers your lifestyle choices, retirement plans, savings and investments, protection, and estate planning.
Financial Planning
Our comprehensive financial planning service covers every aspect of your financial situation and takes into account an infinite number of possible future outcomes. We help you understand your current and future financial position by using currently known variables to predict future cash flow, asset values, and withdrawal plans.
Pensions & Retirement
We help you make sure you have enough money to enjoy the retirement you desire. We take into account your retirement plans, potential income, and expenses to create a comprehensive plan that ensures you have the financial security you need.
Savings & Investments
Our savings and investments service helps you make sure your money is working in the right way to help you achieve your future goals. We take into account your risk tolerance, time horizon, and investment goals to create a diversified portfolio that meets your needs.
Protection
Our protection service ensures you and your loved ones are safe should anything go wrong. We help you protect your income, your family, and your assets with a range of insurance products that are tailored to your needs.
Estate Planning
We help you make sure your money is passed to the right people and minimise Inheritance Tax. Our estate planning service includes wills, trusts, and other legal tools that ensure your assets are distributed according to your wishes.
At Milestone Wealth, we are committed to providing the highest level of service to our clients. We pride ourselves on our independent status, our chartered status, and our commitment to sustainable investing. If you are looking for a financial planning company that is passionate about helping you make the most of your money, look no further than Milestone Wealth.
Overall Satisfaction and Positive Comments
The clients are extremely satisfied with the services provided by Milestone Wealth, particularly with the professional and approachable nature of Miles. His ability to simplify complex financial information and provide tailored advice has been highly praised. Many clients appreciate the clarity and understanding he brings to their financial planning and retirement goals.
Key Strengths
Miles' attention to detail, professionalism, and ability to explain complex financial concepts in an understandable manner are key strengths highlighted by the clients. His accessibility and prompt response to queries are also appreciated. His sensitivity and helpfulness during difficult times have made a significant impact on clients.
Client Testimonials
Clients have expressed gratitude for the invaluable advice and guidance provided by Miles. His assistance in planning for retirement and providing clarity on their financial situations has been particularly beneficial. Many clients have recommended Milestone Wealth to others and intend to continue using their services in the future.
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