Milestone Financial Planning

Initial consultation free
Independent financial adviser
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Craig Croft-Rayner Dip PFS DipPFS
Financial Planner
Mr Nick Evans Dip PFS
Financial Planner
Miss Samantha Halifax Dip PFS
Financial Planner
Charlotte Pearce
Finance Manager

What our clients say

Mark Hancock
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...
Nicola Sorsby
Clear and professional advice. Would recommend
Victor Ryan
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...
John Rose
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...
David Parnham
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...
Andrew Drummond
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...


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.

Legal information

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