Unavailable for contact through VouchedFor
Based in Esher
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
My entire career has been spent in Financial Services with over 25 years experience as an Independent Financial Planner specialising in Wealth Management, Retirement and Estate planning. I am Chartered Financial Planner and a member of the Chartered Insurance Institute My particular expertise is in dealing with clients at or near retirement, understanding the financial concerns that people have and make it my job to ensure that client’s assets are in the right place and can produce the level of income to help them enjoy their retirement. For any initial work undertaken, we agreed a fixed fee rather than a percentage of assets, which most advisory firms charge, this therefore means that we only get paid for the work undertaken. Therefore for exactly the same piece of work, whether the investment was £100,000 or £500,000, our fee would be the same.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Milestone Wealth Management is an appointed representative of Reef Financial Limited, which is regulated and authorised by The Financial Conduct Authority