Milestone Financial Planning - Chesterfield

Address: Unit D Dunston Ct, Dunston Rd, Chesterfield S41 8NL, United Kingdom.
Phone: 1246903053.
Website: milestonefp.co.uk
Specialties: Financial consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Milestone Financial Planning

☎️1246903053

⏰ Open Hours of Milestone Financial Planning

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Milestone Financial Planning: Your Trusted Financial Advisor in Chesterfield

Milestone Financial Planning, located at Unit D Dunston Ct, Dunston Rd, Chesterfield S41 8NL, United Kingdom, is a reputable financial consultancy firm that specializes in providing comprehensive financial planning and consulting services. With their phone number and website readily available, clients can easily reach out for personalized assistance. The firm's core specialties include financial consultant and financial planner.

Key Services and Features

Online appointments for your convenience
Onsite services to address your specific needs
Wheelchair accessible parking lot and restroom for inclusive services
Wheelchair accessible seating to accommodate all clients
Appointment required to ensure personalized attention

With a strong focus on customer satisfaction, Milestone Financial Planning has garnered a impressive 4.9/5 average rating based on the 29 reviews found on Google My Business. Their commitment to delivering clear, understandable advice without pressure, along with comprehensive explanations and discussions during regular reviews, has earned them a stellar reputation in the industry.

Testimonials

One client, in particular, shared their positive experience with Nick Evans, their advisor at Milestone Financial Planning. They mention the professional approach and the satisfaction with the way their investment was handled. This client, like many others, appreciates the absence of pressure and the thoroughness of the advice provided during regular reviews.

Why Choose Milestone Financial Planning

Choosing Milestone Financial Planning means partnering with a team of experts who prioritize your financial well-being. With their exceptional services, commitment to accessibility, and dedication to client satisfaction, they stand out among their competitors. Their proven track record and high customer satisfaction rates make them the ideal choice for anyone seeking independent, expert financial advice.

We highly recommend Milestone Financial Planning for anyone in need of a reliable and professional financial consultant or planner. Visit their website today or contact them directly at their provided phone number to schedule your appointment and take the first step towards securing your financial future.

👍 Reviews of Milestone Financial Planning

Milestone Financial Planning - Chesterfield

Hugh M.

5/5

An excellent financial advisor!

I am very happy with the professional way that Nick Evans, my advisor at Milestone Financial planning, has looked after our investment for a number of years now.

Clear and understandable advice, with no pressure. Comprehensive explanations and discussions during regular reviews.

If you are looking for independent expert financial advice, I recommend Milestone Financial Planning.

Martin W.

5/5

I have been with Milestone Financial Planning now for several years and have found them to be a very welcoming company. The advice that I have received has been transparent and they have guided me through setting up my pension. I would not hesitate in recommending them to anyone needing help with their financial future.

Mark F.

5/5

Milestone F.P have been looking after my finances for over five years. I have always found the company and their staff professional, friendly, courteous, knowledgeable and helpful in all my dealings with them. I would highly recommend them to anyone requiring anything regarding investments and pensions.

Mark G.

5/5

Craig and the team at Milestone have helped guide myself, family and our pensions through a difficult period including being made redundant. More recently he has helped my father tidy up his finances and use their extensive network of other professional firms they collaborate with, to provide an extensive service for the family.

Claire G.

5/5

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.

Sam P.

5/5

Craig and his team are absolutely great. Mark in particular has been clear and concise with all communications and requests.

Steve E.

5/5

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 🙂

Trevor M.

4/5

I have been a client since 2021 and my pension has been managed efficiently. During a volatile period it has performed well, I have no regrets in choosing them.