Milestone Reviews 

We found the advice to be very helpful. What was not understood was explained. Any questions asked were answered thoroughly and competently. Our experience was one of trust and integrity. He would be recommended to friends and family.

I would like to thank Miles for his services, Miles made everything feel so easy, also importantly Miles was always available which was very assuring whenever there was a question to ask, I would definitely recommend Miles.

I would rate Milestone, who provides a fantastic service and great insights to the future to manage your investments and long term plans

I found Milestone very helpful and proactive. Friendly and patient with my many questions. Would have no hesitation in recommending them

I received an excellent service from Milestone Wealth. Miles was very helpful, thorough, explained everything fully and went above and beyond in assisting me with my finances.

Another excellent and productive annual review. Milestone have been guiding our finances for as long as I can remember and have always provided great advice and explanations of our options. Always looking forward and making sure we have few surprises. A great service.

I must thank you so much for solving my pension issue, I was led around by quite a few companies.
Everything you did was in a timely procedural manner and professionally executed. I just can't fault anything you did. Very pleased I found you !

I would recommend Milestone to anyone, Miles is extremely knowledgable in all financial and investment matters, and explains the whole process in an easy and informative manner. He has helped me with my financial planning now for many years and i feel safe in the knowledge that my future retirement planning is in good hands.

Miles and Tracey-Marie are both very knowledgeable and professional, whilst also being friendly and easy to speak to. They really care about looking after their clients.
Miles is excellent at explaining things, using some graphs and charts, so that someone like myself can get my head around the facts and figures and provides a full annual report, I am always confident that he is giving me the best advice.

Miles and Tracy have both been amazing and made the whole process a lot easier for us. Things were explained in ways that we could understand and nothing was too much for either of them.
I could not recommend them enough.

I cannot praise Milestone Wealth enough, having facilitated early retirement for me. Miles has been very patient, listening to my goals and aspirations, and arranging all of my finances so as to alleviate any misgivings I may have had regarding life after the ol’ 9 to 5.

Communication and clarity has been great, and if I ever needed advice about any aspect of my pension, he has always responded promptly and with sensible advice. I have had several meetings in their New Walk office, where Miles and office manager Tracy have made me feel welcome and comfortable. They are also always at the end of a phone, and Miles has even come out to meet me at my home to discuss new developments regarding different funds.

The complications inherent in managing pensions as a whole are carefully and diligently dealt with by Miles, whilst explaining the steps and outlining the various options available to me. I feel confident with the recommendations offered, particularly as he has taken the time to get to know me and what I really wanted to get out of retirement.

One of my dreams was to own my own narrowboat, and Milestone have helped manage my finances in order to keep the dream alive.

Thanks Miles and Tracy!

A friend recommended Milestone and we were really impressed with the financial advice which we received, Miles was professional and supportive, giving us time to digest the information and ask questions, he put us at ease, there was no pressure and a sense that what we were asking for was being followed through.
For someone who has never had any financial advice and is now thinking of retiring this has been the best thing we could have done. I would highly recommend this service

The help we received was exceptional. Milestone listened to what we were saying and the advice was given in exactly the right level of technicality according to our knowledge and understanding throughout each step. They He did that firstly by spending time getting to know us and taking his time to make sure we understood each step of the way. I would recommend Milestone to anybody who needs help and to trust their advice. we felt comfortable with the service we received throughout which is more than we could say for others.

I first sought the advice of Milestone when I was considering a change in lifestyle. I wanted to work part-time but I was unsure if I could afford it. Milestone use a fantastic cashflow forecasting tool. This showed me that I could reduce my income and still retain the lifestyle that I wanted.
Miles is a pension specialist and following a review of my occupational pension I took the decision to transfer out of the scheme, giving me security for the future. I really had no idea of the large sums involved until this review was carried out for me and this is now very reassuring and helping with the way I am choosing to live my life now.
My annual review meetings with Miles continue to be incredibly useful, giving me peace of mind and clear action plans to remain financially secure. The cashflow forecasting tool shows how the future might look, considering different options, like planning a change in lifestyle or planning for future events – whether these be happy or planning if illness was to strike and for care in later life.
I always find Miles approachable and friendly and I can’t recommend him and Milestone highly enough.