Milestone Financial Planning

Independent Financial Adviser  Unit D, Chesterfield, Derbyshire, S41 8NL
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FCA authorised
Last authorised 21st June 2021
Top-rated independent financial advisers, changing lives through better pension advice, tax planning, and investment management. We listen to what really matters and explain everything in straight forward language. Our aim is to give you peace of mind.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
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Sharia finance
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Long term care
Meet our advisers
MR Craig Croft-Rayner DipPFS
Financial Planner
MR Nick Evans DipPFS
Financial Planner
MR Peter Blant
Financial Planner
MR Michael Heath
Managing Director/Financial Planner
About us

Planned or unforeseen we’re here to help with every financial milestone in your life – whether it’s helping you grow your pensions, plan for retirement, investment advice, exiting a business, protecting and growing your income, tax planning, or dealing with the unexpected (and everything in between).

We’re unlike any firm of independent financial advisers. Our approach looks at the bigger picture - managing risk, structuring your investments, keeping tax to a minimum and creating a legacy for your loved ones.

We are truly Independent Financial Planners which means that we are not tied to any financial institution nor do we get paid by anyone else other than our clients so rest assured it is always your best interests that come first.

We deliver a fully independent financial planning service to our clients and are the go-to advisers for successful individuals. Come and start your journey with us and let us see where it takes us.

Our services

We listen to your needs and goals and then tailor our advice around you. Contact us for a free initial consultation.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit D, Dunston Court, Dunston Road, Chesterfield, Derbyshire, S41 8NL

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We can help you plan for your financial future