Our Approach


Initial consultation

The purpose of this first meeting is to gain a full understanding of your situation, goals and objectives. We will gather information on your personal and financial circumstances, whilst taking into account existing arrangements, assets and resources. This process is important in helping us to understand your priorities and aspirations and also deliver the best service. There may be a need to complete some initial documentation to collect additional information from existing pensions or investments.

Analysis and Design of Your Strategy

We analyse how your existing assets are performing against your goals and objectives and compare this against whole of market research. This can take between 3-6 weeks as we are reliant on providers supplying information that we request. Once we have completed our analysis, we'll design a recommended strategy, or series of strategies, setting out the most appropriate options to meet your needs.

Presentation of Your Recommendation

We will present our recommendations, usually at a second meeting and ensure we have your complete understanding of our reasoning and rationale. You will also receive a written explanation of our recommendations in a language that's designed to be understood. The options will be discussed along with confirmation of our fees for implementation. All necessary application forms to advance the recommendations will be completed, along with any regulatory paperwork.


The agreed recommendations will be put into place and you will receive a detailed report documenting the rationale behind the recommendations and why the advice is compliant and in your best interests.

Ongoing Service and Regular Review

As a valued client of Milestone, you are supported and we are always here to discuss changes to your circumstances, or any potential adjustments you may wish to make. We will arrange a full review of your portfolio in line with your chosen service proposition and we can offer face to face, telephone or online meetings when required. Our Investment Committee is constantly reviewing portfolio selection to ensure your investments are always in the right place. We believe communication and peace of mind is key to a long standing and successful working relationship.