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Milestone Wealth
Main Street, Glenfield, Leicestershire, United Kingdom
About Milestone Wealth
Welcome to Milestone Wealth, an establishment dedicated to helping individuals and businesses achieve their financial goals with sound advice and tailored solutions. Our headquarters are located at The Old Rectory, Main St, Glenfield, Leicester LE3 8DG in the United Kingdom, and we pride ourselves on being a point of interest for those seeking expert financial guidance.
As a leading finance institution, we offer a wide range of services to our clients, including investment management, retirement planning, tax planning, and estate planning. Our team of experienced financial advisors is committed to working closely with each client to understand their unique financial needs and goals, and to developing customized solutions that will help them achieve success.
One of the key advantages of working with Milestone Wealth is our dedication to providing comprehensive and personalized financial services. Our advisors take the time to understand each client's specific goals, financial situation, and risk tolerance, and then use this information to create a customized financial plan that will help them achieve their objectives. We also provide ongoing support and guidance to our clients, helping them to stay on track with their financial goals and adjust their plans as needed.
At Milestone Wealth, we believe in transparency and honesty in all our dealings with clients. We provide clear and straightforward advice, with no hidden fees or agendas, and we are committed to building long-term relationships with our clients based on trust and mutual respect.
Whether you are an individual seeking financial guidance for your family or a business looking to grow and expand, Milestone Wealth is here to help. With our expertise, dedication, and commitment to excellence, we are the premier finance institution for those looking to achieve financial success. Contact us today to learn more and schedule a consultation with one of our experienced advisors.
Photos of Milestone Wealth
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom
Opening hours of Milestone Wealth
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Milestone Wealth
"Having recently retired I needed advise regarding my pensions and investments. Miles was extremely helpful and after a full financial review came up with an investment plan and pension advice to suit my needs.As part of this review we also saved £250.00 per tax year by transferring part of my unused tax allowance to my husband. I would have no hesitation in recommending Miles and would be happy to consult him for any future financial advice."
"I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps should be. Brilliant service!"
"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."
"I recently had a financial review with Milestone Wealth and I found Miles Sneath to be open, honest and knowledgeable. His advice was well balanced and understandable with a clearly defined process to managing a portfolio of investments. Miles is polite, professional and customer focused and I would highly recommend Milestone Wealth to conduct your final review."
"I first met Miles in 2017 to discuss the potential transfer of my defined benefit pension scheme from a previous employer into a private pension fund. After an initial and extensive consultation he oversaw the transfer and became my financial advisor. As stated in other reviews, his attention to detail is superb. His financial and pension advice and planning is excellent as his ability to explain and simplify some of the more complex financial details and rules. If you are looking for financial planning or pension advice, I would highly recommend contacting Miles."
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