Independent Financial Advisor (IFA) in Cobham and Esher

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Milestone Wealth Management is an independent financial planning practice located in Cobham and Esher in Surrey.

Milestone Wealth Management specialise in advising clients on pre and post retirement and investment planning including advice on both personal pensions and occupational schemes. We have extensive experience and believe that we are uniquely placed to understand clients that approach us for this type of advice.

Milestone Wealth Management place particular emphasis on 'preserving and growing' the savings and investments of our clients and their families because we understand how important our clients savings are to them and how long it takes to accumulate wealth.

The principal of Milestone Wealth, Neil Mumford is a Chartered Financial Planner, one of only 1,782 in the UK (as at 29th October 2009).

In order to maintain our personal service we only take on a limited number of clients. We dedicate our expertise to helping clients where we feel we can add significant value to their financial planning arrangements and where we can establish and maintain an ongoing professional yet friendly, working relationship with them.

At outset we agree a fix amount for the work undertaken and this can be paid as a fee by our clients or as a fixed commission deduction, therefore ensuring there is no bias in our advice.

We offer a first no obligation meeting at our own expense please check our website neilm@milestone-wealth.com or contact us by email or telephone for further information.

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