About Milestone

Book an appointment with one of our advisors today!

How can we help?

Based in Chesterfield, Derbyshire, Milestone Financial Planning offers a fresh approach to financial planning. Established by qualified stockbroker Michael Heath, the team is dedicated to bringing you tailored financial advice.

Michael established Milestone Financial Planning with a clear sense of reason. A reason that isn’t about him, it’s about you, the client. He doesn’t pay lip service to customer care; it’s in his DNA.

Most importantly, he and the rest of the team at Milestone treat your money as if it’s their own, paying close attention to cost so you continually get the best value.

Becoming a client.

Regular meetings and updates from the team at Milestone Financial Planning will ensure you’re informed and up-to-date. Choose to have your meetings in our comfortable offices in Chesterfield, or we’re happy to come to you.

Success for us is when our clients have peace of mind. After all, our job is to help our clients sleep easy at night knowing that their financial future is in order, that they have a plan, and that they have us to ensure they stay on track.

A joined up approach.

At Milestone we passionately believe that financial planning shouldn’t be done in isolation of other professional services, like solicitors and accountants; rather everyone should work together in the interests of the client. This delivers a better, uncomplicated experience for the client enabling them to enjoy their money rather than worry about it.

Book an appointment with one of our advisors today!

Book an appointment for a financial 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.

The Milestone Team