Milestone Wealth Management

We specialise in providing pension advice to clients who are near or in retirement, as well as clients who require inheritance tax and estate planning. Many of our clients are in retirement, drawing income from various sources and we therefore have extensive experience in looking after clients needing that particular help and expertise. We also look after clients who are nearing retirement and who want to ensure that the hard work that they have undertaken, in building up an asset base, will be sufficient to secure them a good lifestyle into retirement and provide advice on how best to take their benefits.. We offer a personalised individual service which we believe adds significant value to our clients by focusing on developing long-term relationships with them, which allows us to ensure that we keep them on track with their plan to achieve financial security and secure the lifestyle they wish to lead. All our clients have an ongoing relationship with us and many of them have been with us for in excess of 10 years.