Milestone Wealth

Independent Financial Adviser  Milestone Wealth Ltd, Leicestershire, Leicester, LE1 6TE
First meeting at adviser's own cost
1) Comprehensive Financial Planning. 2) Fixed Fees (£ not %). 3) Sustainable Investments. We show you the future so you can make the right decisions now.
We can advise you on
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Annuity purchase
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Miles Sneath
Chartered Financial Planner

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

This examination assesses the candidate to develop in depth financial planning skills related to business.

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

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 investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

This exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Chartered Financial Planner
About us

Milestone offers jargon-free advice and ongoing support throughout your life’s journey. Using cutting-edge technology, we will provide you with a highly detailed, personalised and comprehensive cash flow forecast, as well as a practical plan with realistic financial scenarios.

Our services

Our practical, transparent and holistic approach to financial planning enables us to keep you on course, so you can enjoy both your present and future lifestyle. Our sophisticated, lifelong cash-flow planning process gives you a full understanding of your financial future.

We make sure you have enough to enjoy your life and your retirement. Your comprehensive financial plan may cover a combination of Protection, Savings, Estate Planning, Pensions and Investments to help you achieve your personal lifestyle goals.

Where to find us
Head office address: Milestone Wealth Ltd, Provincial House, 37 New Walk, Leicestershire, Leicester, LE1 6TE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021

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