Milestone Financial Planning

Craig, my adviser, was absolutely fantastic, nothing was too much trouble.
Made something I knew very little about, easy to understand.
Excellent communication at every stage.
100% recommendation from me.
Thank you Craig.

I was impressed with the highly professional service and the level of integrity of the adviser. He had my best interest at heart and guided me accordingly. I have no hesitation recommending Milestone Financial Planning to my family, friends and colleagues.

Craig provided an exceptional service in a friendly and professional manner. He comprehensively explained products and accounts that we had inherited and made it clear how to create a successful future financial port folio. He is extremely knowledgeable regarding current markets and makes informed decisions on how to mazimise investments.
I would thoroughly recommend Craig and Michael at Milestone Finacial Planning.

We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with.
Friendly, efficient, knowledgeable, and honest.
We could not wish for a better financial advisor.
Highly recommended!

I have nothing but praise for Milestone Planning
Michael Heath is my financial and pensions adviser who runs the business. I’ve been with him for years and would recommend him and his team all day everyday. Excellent.

I Contacted Milestone FP for advice on early retirement. A meeting with Craig was set up. Craig took all my financial details to complete an assessment with the goal of retiring early. Craig fully understood my goals and came up with a plan to enable me to retire when I wanted.
On a personal level Craig was very easy to chat to and provided excellent financial advice and was able to answer any questions or concerns I had.
At no point did Craig try to sell or push any products that I was not interested in.
Overall a great and friendly advisor and fully recommended :-)

After looking through various Finance Advisors websites, we contacted Milestone. Obviously this was a nervous decision contacting an unknown company to discuss our savings and pensions, but after meeting Craig and his team all that disappeared, they were helpful, patient and never offered a solution that we might have been uncomfortable with. If you are looking for impartial advice tailored to you as a person not an opportunity, call them.

I have been a clinet of Milestone's for a number of years and i cannot recommend them highly enough. Nick’s advice regarding my personal pension, protection, investments and preparing my business for auto enrolment has been invaluable. He always takes time to listen and understand my personal situation. It is this consultative approach that sets him apart. You can feel confident he will recommend the best products and solutions for your individual needs. Nick has always gone above and beyond the level of service I would expect. Nothing is ever too much trouble. The team at Milestone are professional and a pleasure to deal with.