Wealth Management

Personal Wealth Management, helping you make the most of your money.

Where managing your wealth is concerned, trust and integrity in your financial advisor is paramount.

We don’t make recommendations that are best for us and our business, we make them because they are right for you. That’s why it’s so important to us that we are independent financial advisors, being independent we have no ties to any organisation which means we can provide a truly bespoke service for our clients.

Regular reviews of your portfolio will ensure that your investments continue to work for you, moving your closer to your goals.

Get in touch with the Milestone Financial Planning team of Independent Financial Advisors to learn more about how we can help you achieve your goals.

What is a Wealth Management Advisor?

Wealth management services are primarily for those high net worth clients with a lot of savings or who earn an above average income with complex needs.

By taking into account your goals and objectives for the future, you can better evaluate where you need to be and what the best way is to get there. This can be difficult to figure out on your own, however, this is why the team at Milestone can help to develop a plan which is as individual as you are.

Our Personalised Service

Here at Milestone Financial Planning, we can guide you step by step through the process of protecting your assets throughout your life, as well as helping you to minimise any inheritance tax your family may have to pay after you die.

Our services can be used by anyone, no matter your wealth. Not sure whether you could benefit from our wealth management services? Give us a call on 01246 903053 for a no-obligation chat with one of our team.

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.

    Get in touch with us.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.