Milestone Wealth - Leicester

Address: The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom.
Phone: 1162081480.
Website: milestonewealth.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

Location of Milestone Wealth

1162081480

Milestone Wealth, located at Address: The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom, is a renowned financial planning firm that has been serving its clients with exceptional financial advice and planning services. With a phone number: 1162081480, this company has made it easy for clients to reach out to them with any queries or concerns they may have.

One of the key features of Milestone Wealth is their expertise in specialties: Financial planner. They have a team of experienced and knowledgeable financial planners who are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest in property, Milestone Wealth can provide you with the advice and guidance you need to make informed decisions.

Milestone Wealth is also committed to providing a welcoming and accessible environment for all of its clients. The location has a wheelchair-accessible car park and wheelchair-accessible toilet, making it easy for clients with mobility issues to access the premises. Additionally, there are toilets available for all clients to use.

According to opinions: This company has 28 reviews on Google My Business, Milestone Wealth has received an overwhelmingly positive response from its clients. With an average opinion: 5/5, it is clear that Milestone Wealth is a trusted and respected financial planning firm.

If you are looking for expert financial advice and planning services, Milestone Wealth is an excellent choice. With their commitment to accessibility, exceptional team of financial planners, and positive client feedback, you can trust that you will receive the highest level of service and advice.

We highly recommend visiting their website: milestonewealth.co.uk to learn more about their services and team. From there, you can easily get in touch with them to schedule a consultation and start on the path to achieving your financial goals.

Reviews of Milestone Wealth

Neil Watson

5/5

I met up with Miles for a free initial consultation to look at my retirement position. Miles was very thorough and made the process very easy to follow. He was very generous with his time. Using financial planning software he was able to show me my retirement options and gave me the confidence I needed to start my retirement (a lot earlier than I had thought). I highly recommend you use Milestone for you financial planning for retirement.

Sue Vickers

5/5

I was recommended to Miles, by a close friend, as I had reached a crossroads in my life and needed some expert financial planning advice to help me see the way forward! Gosh, I had no idea what clarity looked like until I had the pleasure of working with Miles. His knowledge, expertise, professionalism was all wrapped up into easy to understand conversations and meetings. I have no hesitation in recommending Miles to you - and his awarded five gold stars are not nearly enough! Thank you Miles for helping me plan the way forward!

Rachel Pedrola

5/5

I would highly recommend Miles at Milestone Wealth. He was professional, thorough, patient and took the time to explain things in a way that I could completely understand my options.

Deborah Lawrance

5/5

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.

Maureen Williams

5/5

We have been using milstone wealth for several years now. We have found the service invaluable. The adviser is very helpful and gives advice that is relevant to your circumstances. He will make sure that the information given is clear, and understandable. I would and have recommended the service to others.

Andrew Wilcox

5/5

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.

Steve Gandy

5/5

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.

David Lewis

5/5

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.