It’s tax-time – how to prepare for April 5th

Posted: Wednesday, January 26th, 2022

April 5th is bearing down on us and at this time of the year, we encourage all our clients to take time to give their finances a review and make sure they’re not missing out on any allowances or tax planning opportunities. To make it easier, we’ve listed a few top tips and easy wins […]


Looking after your investments

Posted: Wednesday, January 26th, 2022

Looking after your investments is always our top priority, but it doesn’t happen without lots of hard work and effort behind the scenes! One of our expert financial planners, Nick Evans, explains the role our Investment Committee plays in enabling us to stay ahead of the curve on behalf of all our clients: “Every two […]


A look back at 2021 for Milestone Financial Planning

Posted: Wednesday, January 26th, 2022

The last 12 months at Milestone have gone by in a flash with so many developments and successes!  We know we’re only as good as our team and for me, it’s been particularly exciting to watch managers in the business grow and develop into more senior roles and take on responsibilities alongside their day job. […]


Sister company Mitchells Corporate Agents scoops top prize in its first year

Posted: Wednesday, January 26th, 2022

We were incredibly proud when earlier this year, Mitchells’ Corporate Agents, a business partnership between ourselves and Mitchells Chartered Accountants, was awarded Deal of the Year £10m+ at the prestigious Insider Dealmaker Awards for its work in securing the sale of Heathcotes Group to partners Civitas and Envivo Group. Heathcotes, which has 72 healthcare facilities […]


Exam success for one of our newest team members

Posted: Wednesday, January 26th, 2022

At Milestone, we take our team’s growth, learning and development seriously. Making sure our team are well prepared and understand the financial landscape is the best possible way to provide top-quality advice for you, our client. So, we’re all incredibly proud of Joel’s recent success in the first stages of the Chartered Insurance Institute’s R0 […]