About Milestone Financial Planning

We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
We prefer to look deeper, get to know what you really need and provide the advice and solutions that gives true peace of mind. Helping you and your family fulfil your dreams and aspirations is absolutely essential and at the core of everything we do.Financial Planning can be complex and daunting but we will keep things simple, use jargon-free language, that allows you to sleep at night and be free from financial worries. We want you to feel secure in knowing that you are in safe and trusted hands and our role is to work closely with you throughout your financial journey with us.We will help and guide you, by giving bespoke solutions that manage investment risk effectively and in accordance with your wishes. Structuring pensions and investments to help maximise returns, keeping tax to a minimum and help create a legacy for those closest to you.We have provided advice to clients all over the country and have a structure in place that ensures your location is never a barrier to business. We are able to utilise an 'at distant' proposition by embracing technology. Milestone will protect you, your family, your business and your assets at every milestone throughout your life.
Pensions & retirement: