Milestone Financial Planning

Independent Financial Adviser Unit D, Dunston Court, Dunston Road, Chesterfield, Derbyshire, S41 8NL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Changing lives through better, independent advice, tax planning and investment management. We listen to what really matters.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Michael Heath
Managing Director/Financial Planner
Peter Blant
Financial Planner
Nick Evans
Financial Planner
Craig Croft-Rayner
Financial Planner
Where to find us

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

Make an enquiry
About us

Planned or unforeseen we’re here to help with every financial milestone in your life – whether it’s helping you grow your business, pensions, exiting a business, retirement, 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 in and around Chesterfield. 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 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 full 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Compliance

Milestone Financial Planning is a trading name of Milestone FP Limited,
registered in England and Wales. Company number 04517317

Milestone FP Limited is authorised and regulated by the Financial Conduct Authority under firm reference number 779397.

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We can help you plan for your financial future