Milestone Wealth Management

Independent Financial Adviser  Fetcham Park House, Leatherhead, Surrey, KT22 9HD
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FCA authorised
Last authorised 3rd August 2020
We offer specialist advice in Retirement Investment & Inheritance Tax planning, we are based in Fetcham, Leatherhead, Surrey
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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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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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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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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Long term care
Meet our advisers
Neil Mumford
Chartered Financial Planner
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.

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

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

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