Milestone- A significant event or stage in life, landmark, event, progress
Milestone Wealth Management Limited is a small boutique financial planning company located in Fetcham Park House, Leatherhead, Surrey. We offer bespoke independent advice to a small number of clients.
Our focus is on providing a relationship based service to clients who are near to, or in retirement.
We work with clients and their families via our Private Client Service. Upon joining the service, you will be treated at all times, as an individual with unique needs. We focus on developing a long-term relationship, built on trust. This means that you receive continuity and peace of mind. It will also help us to ensure that we keep you on track with your plan to achieve financial security and enjoy your chosen lifestyle.
Most of our clients have been with us for at least ten years, some as long as 25 years.
In order to join our Private Client Service, we require a minimum portfolio size of £500,000 to manage.
Your first meeting is held at our expense and without obligation. This allows us to see if we can help you and gives you the opportunity to see if we are a suitable adviser for you.
Our advice is jargon free and communicated in plain English.
If you feel that we maybe able to help you please call us on: 01372 371030
“Neil has been advising my wife and me for the last seven/eight years, and my only regret is that we didn’t discover him sooner. Having undertaken retirement planning on our behalf, he consolidated our various pensions into an efficient portfolio; he continues to monitor our investments and advise accordingly. Neil possesses vast knowledge gained from years in the industry and combines this with an empathetic client-focussed approach to produce a bespoke service and deliver excellent results. He is friendly and approachable and talks to us in layman’s terms!”