Bespoke Financial Planning
Don't Run Out Of Money Before You Run Out Of Life
Pensions, investments, protection, estate planning, and cash flow forecasting.
Our fixed fees are based on time and complexity, not the value of your 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 – Not Just Advice
Financial advice is to provide 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 if you are able to help you children buy their first home, get married or invest some money for them, financial advice won’t tell tell you if you will have enough to continue to go on holiday two, three or four times each year or if you can retire or go part-time earlier than you thought, it won’t take into account new car purchases every few years or take into account a future home upsize or downsize. Financial planning done properly does, it’s detailed and covers every aspect of financial planning.THE MILESTONE APPROACH
IndependentWe can choose from the entire market to find the best solution for you.
Chartered14% of financial planners in the UK are chartered, and your planner is one of them.
TrustedTrust is earned when actions meet words, and ours do.
What Our Clients Think
...An exceptional and professional service. The whole process was thoroughly explained and easy to understand. Thank you...
...An excellent service from Milestone Wealth. Miles was very helpful, thorough, explained everything fully and went above and beyond...
...A highly professional service. He helped me understand clearly the risks and benefits of my situation....
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.
Pensions & Retirement
Making sure you have enough money to enjoy the retirement you desire.
Savings & Investments
Making sure your money is working in the right way to help you achieve your future goals.
Making sure you and your loved ones are safe should anything go wrong.
Making sure your money is passed to the right people and minimising Inheritance Tax.