Wouldn’t it be great if life went to plan? But it doesn’t! That’s where Milestone Financial Planning comes in.

Whether planned or unforeseen, we’re here to help with every financial milestone in your life – whether it’s exiting a business, retirement, protecting your income or dealing with the unexpected (and everything in-between), we are the go-to advisers for successful individuals.

Our approach looks as the bigger picture – managing risk, structuring your investments, keeping tax to a minimum and creating a legacy for your loved ones. We work collaboratively with local, trusted and reputable accountants and solicitors – making life easier for you.

” I must say that as a repeat customer, I have been delighted with the speed, service and supportive approach which Michael and Jo have provided. I will definitely use Milestone again in the future and I could not recommend their services higher. “

Mr & Mrs Allen

“I must say that as a repeat customer, I have been delighted with the speed, service and supportive approach which Michael and Jo have provided. I will definitely use Milestone again in the future and I could not recommend their services higher.”

Mr & Mrs Allen

How we can help you…

Want to meet over a tea, coffee, or your favourite tipple for a no-obligation informal chat?

Want to meet over a tea, coffee, or your favourite tipple for a no-obligation informal chat?