Milestone Financial Planning

Independent Financial Adviser  Westlea, Swindon, SN5 7EX
First meeting at adviser's own cost
We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Craig Croft-Rayner Dip PFS
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.

Charlotte Pearce
Finance Manager
Joanne Ali
Client Services Manager
Mr Peter Blant Dip PFS
Financial Planner

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

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

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.

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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Mr Nick Evans Dip PFS
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.

What our clients say
What were the circumstances that caused you to look for a financial adviser? My son was helping me to look into the options of pension transfer and contacted Craig at Milestone. How did Craig Croft-Rayner help you? Craig explained everything in a way that I could understand. Have you seen the outcome you were hoping for? Yes everything went really smooth and exactly as I wanted. What could they have done better? There's nothing that Craig could have done better. He made it a very easy process.
John Biggs, Verified VouchedFor Review
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
What were the circumstances that caused you to look for a financial adviser? On retirement I needed to take advice on the best way forward Fortunately I choose Milestone and met Michael and Nick How did Nick Evans help you? Made the choices clearer for me with good sound clear advice, simplify the jargon of the industry. Have you seen the outcome you were hoping for? Yes very satisfied What could they have done better? I have found all the advice very helpful and cannot fault any of the service I have received
David Parnham, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had a pension with an English company based in Spain & basically they were defrauding me out of that pension. How did Nick Evans help you? He was amazing & took time to look into the situation & when it appeared that all hope was lost of the initial investment being recovered he advised us to bring what was left over to the UK. Have you seen the outcome you were hoping for? Most certainly What could they have done better? Looking at our circumstances we don't think that Nick could have done any better.
Victor Ryan, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Needed advice on pensions, had some that laid dormant. How did Nick Evans help you? Checked what pension's I had and gave me options of what to do with no pressure. Same applies to investment a few years later. Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing. Nick always answers emails and phone messages within the day. Great guy to deal with.
Andrew Drummond, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Planning for retirement. How did Peter Blant help you? He explained it in an easy and understandable way. Have you seen the outcome you were hoping for? It's all ongoing and happy so far. What could they have done better? Nothing all was first rate.
Leslie Noble, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I required advice on pensions and long term financial planning. How did Craig Croft-Rayner help you? Craig provided the help and information I was looking for and sourced a pension provider more suited to my needs with reduced fees! Have you seen the outcome you were hoping for? As the pension transfer was only recently completed this information isn't available yet. What could they have done better? To date there is nothing Craig could have done better! His service was extremely professional and super efficient. He certainly "goes the extra mile" for you
Christopher White, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I retired in March of this year and needed advice on how best to set up and access my pension How did Craig Croft-Rayner help you? I needed someone to help me take my pension in a flexible way to suit my requirements, and also make sure it was inheritable for my children. Craig made a couple of visits to my house to discuss this before Covid lockdown, and we have had several Skype calls since to review things. Craig makes himself available anytime by text etc out of hours, and has also helped me move funds since to the best scheme for me. Have you seen the outcome you were hoping for? Yes - when necessary Craig involved the right people to make this happen What could they have done better? I dont have anything to comment on here - its only been 6 months, but I have no complaints
Mick Hallsworth, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Peter was appointed to our company to oversee the Peoples pension implementation. I asked him to look over some personal pensions I had How did Peter Blant help you? He took some old pensions I had that weren’t performing very well and basically transformed them into performing. Have you seen the outcome you were hoping for? Absolutely
Tom Basford, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Inheritance. Recommendation by accountant. How did Peter Blant help you? Came out to the house on several occasions to talk through how we wanted to invest our money. We were not put under any pressure and felt confident with his recommendations. Have you seen the outcome you were hoping for? Although COVID has made a great difference to investments because of the advice we were given by Peter our investments have not lost money. What could they have done better? Nothing.
Edward Schofield, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had a lump sum to invest and was looking for a better rate than a bank. I was cautious as I had never used a service like this before (other than for endowments in the 1990s). How did Nick Evans help you? He helped me find a suitable and ethical investment. Have you seen the outcome you were hoping for? I invested in October 2020. So far (Nov 2020) the results look very promising. What could they have done better? I do not think Nick could have done anything better for me.
Jatindar Singh, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was looking into how I could afford to take early retirement in the near future. How did Nick Evans help you? Nick looked at all my various bit of savings and calculated how by consolidating and investing I could use the money to afford to retire. He explained my options and the pro’s and con’s of each so I understand and between us we agreed a plan that I am comfortable with. Have you seen the outcome you were hoping for? The money has only been invested a few months and in the current climate has grown more than I would have expected. I have reduced my working week to 3 days and feel that soon I will have the confidence to fully retire. What could they have done better? I’m not really sure ther is anything he could have done better.
Amanda Gill, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? The death of my mother and inheriting proceeds from house sale. Impending retirement requiring pensions and investment advice. How did Peter Blant help you? Peter set up ISA investment accounts with the aim of providing a small amount of income up to my retirement. He also consolidated several small pensions into a scheme offering better returns. Have you seen the outcome you were hoping for? I'm starting to. The ISA investment account was set up at possibly the most challenging time in financial history, when interest rates were nearly 0% and this was rapidly followed by the COVID-19 crisis (and a USA President who seemed to destroy any confidence in the world economy single-handedly!) However, the pension fund has shown considerable growth, and the ISA has done incredibly well given the level of challenge to world markets. What could they have done better? Nothing he could have done better.
Keith Faulkner, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? following my retirement i had a lump sum to invest and wanted good sound financial advice to bring all my savings under 1 financial advisor How did Peter Blant help you? Peter is very client focused - he has always provided excellent advice on savings and has carefully selected the best products to maximise our income balanced against the amount of risk suitable to our circumstances. He keeps in regular touch and always follows up promptly on any agreed actions. He always makes himself available at any time to to provide advice and respond to any questions. Have you seen the outcome you were hoping for? Yes very much so - we have enjoyed good increases in our portfolio in line with the initial forecasts and particularly over the last few years when there has been a lot of volatility in the markets Peter has advised and taken steps to safeguard our investments.
John Widdowson, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? we were unhappy with the previous adviser and were seeking a more understanding and personal service How did Peter Blant help you? took time to understand our requirements and provided a very personal approach and has provided regular ongoing advice and recommendations Have you seen the outcome you were hoping for? Peter has consistently met out our requirements What could they have done better? On the basis of the previous comments there is nothing that we can add that would enhance the service and advice we have received from Peter
Barry Tucker, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had turned 50 and realised that my finances needed looking into professionally so that I would benefit in the future when I retired. How did Peter Blant help you? With the setting up of my pension through consolidating existing policies and making use of savings that lying practically stagnant in Bank Accounts. Have you seen the outcome you were hoping for? I am more than satisfied with the returns that I have so far seen , (up to the current financial situation). What could they have done better? No constructive comments to make in this section.
Trevor Wraith, Verified VouchedFor Review
About us

We prefer to look deeper, get to know what you really need and provide the advice and solutions that gives true peace of mind. Helping you and your family fulfil your dreams and aspirations is absolutely essential and at the core of everything we do.

Financial Planning can be complex and daunting but we will keep things simple, use jargon-free language, that allows you to sleep at night and be free from financial worries. We want you to feel secure in knowing that you are in safe and trusted hands and our role is to work closely with you throughout your financial journey with us.

We will help and guide you, by giving bespoke solutions that manage investment risk effectively and in accordance with your wishes. Structuring pensions and investments to help maximise returns, keeping tax to a minimum and help create a legacy for those closest to you.

We have provided advice to clients all over the country and have a structure in place that ensures your location is never a barrier to business. We are able to utilise an 'at distant' proposition by embracing technology.

Milestone will protect you, your family, your business and your assets at every milestone throughout your life.

Our services

- We establish your wants, needs and future plans.
- We identify problems that you may not have
anticipated.
- We provide considered advice and solutions.
- We explain the rationale clearly and in plain English.
- We regularly review your situation so that you
always understand what
we are doing and why.
- We provide support at any time when circumstances
change or when you just need us to be there.

Where to find us
Head office address: Westlea, Rivermead Drive, Swindon, SN5 7EX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Milestone Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority.

Milestone Financial Planning Ltd is entered on the Financial Services Register (<url hidden>) under reference 779397.

Milestone Financial Planning is a trading name of Milestone FP Ltd. Registered address: 91-97 Saltergate, Chesterfield, Derbyshire, S40 1LA. Incorporated and registered in England & Wales under Registration Number: 04517317

We use meeting facilities around the UK, however the above address is our only registered address.

Response rating
9.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0 mi
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
 
Independent Financial Adviser 0.8 mi
Looking for Independent Financial Advice for pensions and/or investment planning then you are at the right place. Your first meeting is at no cost to you, to find out more the please contact David Rackham IFA on <phone number hidden>.
 
Independent Financial Adviser 0.88 mi
Our priority is to understand your financial goals and offer advice on products, based on full research, that enables you to reach those goals.
 
Independent Financial Adviser 1.34 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.