Milestone Financial Planning

Top-rated independent financial advisers, changing lives through better pension advice, tax planning, and investment management. We listen to what really matters and explain everything in straight forward language. Our aim is to give you expert advice and peace of mind.
Call now on: 01246 903 053

Planned or unforeseen we’re here to help with every financial milestone in your life – whether it’s helping you grow your pensions, plan for retirement, investment advice, inheritance tax planning, exiting a business, protecting and growing your income, tax planning, or dealing with the unexpected (and everything in between).

We’re unlike any firm of independent financial advisers. Our approach looks at the bigger picture – managing risk, structuring your investments, keeping tax to a minimum and creating a legacy for your loved ones.

We are truly Independent Financial Planners which means that we are not tied to any financial institution nor do we get paid by anyone else other than our clients so rest assured it is always your best interests that come first. We deliver a fully independent financial planning service to our clients and are the go-to advisers for successful individuals. Come and start your journey with us and let us see where it takes you.


Milestone Financial Planning
COVID-19 Update

Here at Milestone Financial Planning, we have taken all possible measures to ensure you can visit the offices in a safe environment and we have followed Government guidance to protect everyone here from risk to their health and safety. Although we have adapted the offices to minimise risk, we will continue to advise and consult for you remotely via video call or through telephone if that is your preference. See our website for further info.