Bespoke Financial Planning
Don't Run Out Of Money Before You Run Out Of Life
Financial Planning
Pensions, investments, protection, estate planning, and cash flow forecasting.
Fixed Fees
Our fixed fees are based on time and complexity, not the value of your investments.
Sustainable Investments
Investing your money in a way that benefits people and the planet is something we are very passionate about.
Bespoke Financial Planning
Don’t Run Out Of Money Before You Run Out Of Life
Whether you’re looking for financial security or freedom, we can help you to understand how much money is enough for you to be able to achieve your desired life that removes any fear of running out of money.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future.
We will navigate you through the deep and often complex waters of financial planning. All you need to do is tell us about you and what you would like to achieve, both now and in the future, and we will create your bespoke and realistic financial plan.
Our approach includes jargon-free advice and ongoing support throughout your life’s journey. We will review your objectives and set you on course to achieve your goals. By showing you the potential financial outcomes of your lifestyle choices, you will be able to make the right financial planning decisions now so you can achieve and maintain the life you want.
Get In Touch DOWNLOAD OUR FREE 'GUIDE TO LIFESTYLE PLANNING'Planning For Life – Not Just Advice
Financial advice provides you with a financial product that is suitable for your needs and, if that product has a value, what it might be worth in the future. But it won’t tell you if you have enough to go on that dream holiday or whether you can help your children buy their first home, get married, or invest for their future. Financial advice also won’t tell you whether you will have enough to enjoy a holiday two, three, or four times each year. And, it won’t take into account new car purchases every few years, a future home upsize or downsize, and whether you can retire earlier than you thought or go part-time sooner.
Financial planning done properly is highly detailed and covers every aspect of your financial situation and an infinite number of possible future outcomes.
THE MILESTONE APPROACH
Independent
We have access to the entire market and a vast number of providers to help us find the right solution for you.
Chartered
Our award-winning planner is one of only a small number of chartered financial planners.
Trusted
We earn our clients’ trust by being proactive and managing expectations at every step of the financial planning process.What Our Clients Think
...I cannot praise Milestone Wealth enough, having facilitated early retirement for me. Milestone have helped manage my finances in order to keep the dream alive....
...I’ve seen a vast increase in my pension value and potential rewards on my retirement. I can’t speak highly enough of the service they provide....
Financial Planning
A comprehensive evaluation of your current and future financial position by using currently known variables to predict future cash flow, asset values and withdrawal plans.
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Pensions & Retirement
Making sure you have enough money to enjoy the retirement you desire.
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Savings & Investments
Making sure your money is working in the right way to help you achieve your future goals.
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Protection
Making sure you and your loved ones are safe should anything go wrong.
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Estate Planning
Making sure your money is passed to the right people and minimising Inheritance Tax.
