Milestone Financial Planning

Independent Financial Adviser  Unit D, Ashover, Derbyshire, S45 0LW
First meeting at adviser's own cost
Changing lives through better, independent advice, tax planning and investment management. We listen to what really matters.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
9.8/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Michael Heath
Managing Director/Financial Planner
Nick Evans DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Craig Croft-Rayner DipPFS
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Peter Blant
Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Craig, my adviser, was absolutely fantastic, nothing was too much trouble. Made something I knew very little about, easy to understand. Excellent communication at every stage. 100% recommendation from me. Thank you Craig.
Mark Hancock, Chesterfield
Excellent service. Very friendly and knowledgeable. When a pension company was being very difficult about transferring funds their persistence not only got the transfer done but earned me compensation as well!
John Rose, Matlock
Clear and professional advice. Would recommend
Nicola Sorsby, Cromford
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.

Where to find us

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

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
Response rating
9.8/10
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FCA authorised
Last authorised 20th January 2020

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