Milestone Wealth Management

Independent Financial Adviser Fetcham Park House, Lower Road, Fetcham, Leatherhead, Surrey, KT22 9HD
FCA verified
15th July 2019
We offer specialist advice in Retirement Investment & Inheritance Tax planning, we are based in Fetcham, Leatherhead, Surrey
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Neil Mumford
Chartered Financial Planner
Where to find us

Fetcham Park House, Lower Road, Fetcham, Leatherhead, Surrey, KT22 9HD

About us

We specialise in the following areas;

Pre retirement planning,
Post Retirement Planning
Wealth and Investment Management,
Inheritance Tax Planning,
Personal Taxation Planning,
Income Drawdown and Annuity Purchase,
Cash flow planning

Neil Mumford is a Chartered Financial Planner with over 25 years experience, holding some of the highest qualifications in Retirement and Investment Planning. He is also a Fellow of the Personal Finance Society.

Our services

Most of our clients are in retirement and therefore we have a good understanding of how to look after and advise clients appropriately for this period in their lives. We focus on creating long term relationships, in fact many of our clients that have been with us for more than 15 years.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Milestone Wealth Management Limited is an appointed representative of Reef Financial Limited, which is authorised and regulated by The Financial Services Authority.

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