Financial Advisors, Here to Help you make Educated Financial Choices.

Years of experience and training enables us to help you make the right financial planning decisions for a more secure future.

Fully independent financial advisors specialising in a range of financial planning services including investments, pensions, retirement, inheritance tax planning, long term care and business planning.

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What Our Clients Say...

“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 have nothing but praise for Milestone Planning
Michael Heath is my financial and pensions adviser who runs the business. I have been with him for years and would recommend him and his team all day everyday. Excellent.”

Linda – Harrogate

“Clear and professional advice. Would recommend.”

Nicola – Cromford

“Dealt with Nick, really good nothing too much trouble, always gets back when you leave a message, sound advice recommend to anyone.”

Andrew – Old Whittington

“Craig, my adviser, was absolutely fantastic, nothing was too much trouble. Made something I knew very little about, easy to understand.
Excellent communication at every stage.
100% recommendation from me.
Thank you Craig”

Mark – Walton

“We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with.
Friendly, efficient, knowledgeable, and honest. We could not wish for a better financial advisor.
Highly recommended!”

Ruby – Holymoorside

“Craig provided an exceptional service in a friendly and professional manner. He comprehensively explained products and accounts that we had inherited and made it clear how to create a successful future financial portfolio. He is extremely knowledgeable regarding current markets and makes informed decisions on how to maximise investments.
I would thoroughly recommend Craig and Michael at Milestone Financial Planning.”

Kate – Somersall

Milestone Financial Planning profile

Wouldn’t it be great if life went to plan? That’s where Milestone Financial Planning services come 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 financial advisors for successful individuals.

Our approach looks at 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.

Top Rated Financial Advisors

We're Here to Help Every Step of the Way

As fully independent financial advisors, you can rest assured that we will have your best interests at heart. Voted for by our own clients to appear in The Times list of best Financial Advisors in the country. Click here to read more.

Financial advisors with over 30 years of experience are here to help. Click here to book your free consultation.

Book an appointment for a personal financial planning review or to meet with one of our experienced financial planning advisors to see if you are on track to reach your financial goals and to learn what we can do for you.

Financial Advice over coffee

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    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.