Investing your money in a way that benefits people and the planet is something we are very passionate about. Whether you're looking for financial security or freedom, we can help you to understand how much money is enough for you to be able to achieve your desired life that removes any fear of running out of money.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future. We will navigate you through the deep and often complex waters of financial planning.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future. We will navigate you through the deep and often complex waters of financial planning.
Services
About
Report
We put our clients first in everything we do. Our aim is to ensure our clients don't run out of money or die with too much. We aim to be as environmentally friendly as possible in all our communication. We want our team to enjoy coming to work each day and to provide them with the opportunity to develop their skills.
Our Approach
Report
No two people have identical financial circumstances, which is why it's essential you have a custom financial planning solution that meets your individual needs and goals. Your financial plan should give you clarity about your future. It should also describe exactly how your future will look, so you know where you are headed and when you are likely to arrive.
Services
Report
Our lifestyle financial planning process includes detailed independent financial planning advice to help you achieve your personal goals. We provide an ongoing service including regular reviews and monitoring, so when your life changes, we're always on hand to advise. When you start your journey with us, we will carry out a lifelong cash-flow analysis, so we can provide realistic financial planning solutions that are right for you.
Testimonials
Report
At Milestone we value our clients feedback in order to improve our services and their experience of working with us. Here's what just a handful say. When we met with our client, Rick, he was feeling stressed in his job as an architect. He wanted to explore the option of leaving his firm to set up independently, so he could take jobs on his own terms, or possibly take on a less stressful role in a different profession.
Eco
Report
As a company, we strive to be environmentally friendly, which includes using a sustainable investment strategy where possible. Also known as 'ethical', 'eco', 'green', or 'socially responsible' investing, this type of approach considers both the investment return and the impact on people and the planet.
Reviews
Be the first to review Milestone.
Write a Review
