Milestone

Business Details

Your Trusted Financial Advisers in Glenfield

We are a client-focused financial planning firm dedicated to helping individuals achieve financial security and freedom. Our approach combines comprehensive cash-flow modelling, jargon-free advice, and ongoing support to create bespoke financial strategies tailored to individual goals. With a commitment to ethical investing and environmental responsibility, we prioritise long-term client relationships and transparent communication. Our team of chartered professionals specialises in pensions, investments, protection, and estate planning, ensuring clients maintain control over their financial futures.

We operate with a mission to prevent clients from running out of money before they run out of life, offering fixed-fee structures and sustainable investment options. Our services are designed to adapt to changing personal circumstances, providing clarity and confidence in financial decision-making. We are authorised and regulated by the Financial Conduct Authority, reflecting our adherence to rigorous industry standards. Through regular reviews and scenario planning, we help clients navigate complex financial landscapes while supporting charitable causes and environmental initiatives.

Services

Financial Planning Pensions & Retirement Planning Savings & Investments Protection Estate Planning

Highlights and features

We offer fixed fees based on time and complexity, not investment value.
Our team includes a chartered financial planner with extensive industry experience.
We prioritise sustainable and ethical investment strategies.
We provide ongoing support with annual reviews and cash-flow modelling.
We are authorised and regulated by the Financial Conduct Authority.

Associations and certifications

Chartered Financial Planner
Financial Conduct Authority

What people say

Facilitated early retirement Vast increase in pension value Exceptional professional service Thorough and informative Highly recommend

Website

Update Listing

Services

Financial Planning

Our financial planning service creates customised strategies to ensure long-term financial security. We analyse your current situation, future goals, and risk tolerance to develop actionable plans. Clients benefit from detailed cash-flow modelling and regular reviews to adapt to life changes.

Pensions & Retirement Planning

We specialise in optimising pension arrangements to support your desired retirement lifestyle. Our approach includes reviewing existing pensions, assessing retirement needs, and implementing tax-efficient strategies. Clients gain clarity on retirement timelines and income requirements.

Savings & Investments

Our investment strategies focus on sustainable growth aligned with your risk profile. We offer ethical investment options and regular portfolio reviews. Clients receive transparent reporting and adjustments to maintain optimal performance over time.

Protection

We provide tailored protection solutions to safeguard your family's financial security. Our approach assesses life, health, and income protection needs. Clients gain peace of mind knowing their loved ones are protected against unforeseen circumstances.

Estate Planning

Our estate planning service minimises inheritance tax and ensures assets transfer according to your wishes. We coordinate wills, trusts, and tax strategies. Clients benefit from structured legacy planning that aligns with family and charitable objectives.

People

Miles Sneath

Director & Chartered Financial Planner

Miles Sneath is a chartered financial planner with extensive experience in creating bespoke financial strategies. He specialises in cash-flow modelling and ethical investing, helping clients achieve financial freedom while supporting environmental causes.

Questions

What financial planning services do you offer?

We provide comprehensive financial planning including pensions, investments, protection, and estate planning tailored to your personal goals.

How are your fees structured?

Our fixed fees are based on time and complexity, not the value of your investments, ensuring transparency.

Do you support ethical investing?

Yes, we specialise in sustainable investments that benefit both people and the planet.

Are you regulated by any official body?

We are authorised and regulated by the Financial Conduct Authority, adhering to strict industry standards.

How often do you review financial plans?

We conduct annual reviews to ensure your plan aligns with your evolving financial goals and circumstances.

Can you help with estate planning?

Yes, we assist in managing inheritance tax and ensuring your assets are distributed according to your wishes.

Reviews (7)

Write a Review

Steve James

Jan 24, 2022 Report

Positive:Professionalism,Responsiveness
I would high recommend Miles and Milestone. Have been with him for a considerable time and always find him approachable and helpful.

Henry Dean

Jan 10, 2022 Report

Positive:Professionalism,Quality,Responsiveness,Value
Top quality service, I would highly recommend milestone wealth!

Saleh Muhammad Yalwa

Dec 11, 2021 Report

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Andrew Wilcox

Dec 08, 2021 Report

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.

Rodney Gray

Jul 25, 2021 Report

Positive:Professionalism,Quality
Very happy with the help I received to start accessing the money in my pension.

Vic Tuffen

Jan 31, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I would happily recommend Milestone wealth to anybody who needs help with pension Investments. Miles provides sensible and understandable advice.

Marie Morris

Jan 11, 2021 Report

Positive:Responsiveness
We have received excellent advice and very professional service. Miles understood our complicated circumstances and presented our information in an easily understandable format. Miles has a very calm and reassuring manner of communication, which helped when answering our questions. We will definitely be using the services.