Milestone Financial Planning Dunston Road, Chesterfield S41 8NL
About the Business
Welcome to Milestone Financial Planning, located at Dunston Court in Chesterfield, United Kingdom. As a premier establishment in the financial industry, we are dedicated to providing comprehensive finance solutions tailored to meet your individual needs.
We understand that finance can be a complex and overwhelming subject, which is why our team of experienced professionals are here to guide you every step of the way. Whether you're planning for retirement or looking to grow your wealth through investments, our expertise and personalized approach will help you achieve your financial goals.
Our services include financial planning, investment management, retirement planning, estate planning, tax planning, and more. Our team of advisors will work with you to develop a personalized strategy that aligns with your vision and priorities.
At Milestone Financial Planning, we pride ourselves on our commitment to transparency, integrity, and exceptional customer service. We understand that our success depends on the success of our clients, which is why we always put their interests first.
If you're looking for a trustworthy partner to help you navigate the complex world of finance, look no further than Milestone Financial Planning. Visit us at Dunston Court today and let us help you achieve your financial milestones.
Photos
Location & Phone number
Dunston Court, Unit D, Dunston Ct, Dunston Rd, Chesterfield S41 8NL, United Kingdom
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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 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 :-)"
"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."
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