Milestone Wealth

I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps should be. Brilliant service!

I needed help understanding the various choice available to me for life insurance, critical illness cover etc. when buying a house. Miles was very helpful in explaining what everything was, what cover he recommends and then sorting out the details and arranging the cover. Throughout, he was responsive to my queries and clear with his explanations. I would certainly recommend Milestone Wealth and I am sure I will be using them again for any further financial advice in the future.

Very helpful and informative gentleman, I was immediately made to feel at ease and everything was explained to me in detail. I would wholeheartedly recommend Miles to anyone looking to have their finances looked into

Having recently retired I needed advise regarding my pensions and investments. Miles was extremely helpful and after a full financial review came up with an investment plan and pension advice to suit my needs.As part of this review we also saved £250.00 per tax year by transferring part of my unused tax allowance to my husband. I would have no hesitation in recommending Miles and would be happy to consult him for any future financial advice.

I chose Milestone Wealth as they willingly answered any, and the many, questions I had on the complex area of Pensions. I found them to be accessible and they always responded to my telephone calls and emails promptly. I will, when needed, use their services again.