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Milestone Wealth Management

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Milestone Wealth Management

Overview:

Milestone Wealth Management Limited (IFA) is a boutique Wealth Management firm of Chartered Financial Planners located in Esher, Surrey and also look after clients in surrounding areas such as Cobham, Bookham, Oxshott and Weybridge.

We offer independent fee based advice, which means that our advice is truly unbiased and bespoke to you.

Our approach to financial planning is based solely on understanding your circumstances, lifestyle objectives and financial needs. From understanding these key elements we will then tailor our advice to suit your individual circumstances by drawing up a plan focused on achieving those aims. An ongoing servicing arrangement can be set up to help you keep on track to achieving your financial goals.

We are offer advice on all spectrums of financial planning with particular expertise on pre and post retirement planning, Wealth Management and IHT/ Estate Planning. Our advice is jargon free and communicated in plain English.

We focus on developing long-term relationships to ensure that we keep our clients on track to achieve financial security and secure the lifestyle they wish to lead.

Our aim is to remain modest in size so that we can offer a truly outstanding and personalised service to a small number of clients and their families and help add significant value to their financial planning arrangements.

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