Milestone Financial Planning

Milestone Financial Planning is an independent financial advisory firm based in Chesterfield, Derbyshire, providing financial advice to clients. Established by qualified stockbroker Michael Heath, the team focuses on assisting clients with their financial planning.

Pensions
Investments
Tax Planning
Life Insurance
Wealth Management
Care Home Funding
Business Protection
Financial Protection
Personal Injury Trusts
Long Term Care Planning
Business Exit Strategies
Inheritance Tax Planning
Critical Illness Insurance

Size

Small

Phone

01246 903053

Website

milestonefp.co.uk

Available in Endole App

Locations

Dunston Court, Unit D, Dunston Ct, Dunston Rd, S41 8NL

01246903053

Digital Popularity

Social Media

Facebook
245 Likes • 267 Followers
LinkedIn
120 Followers

Competitors

AFS Limited

AFS Limited is an independent financial advisory firm that provides straightforward and impartial financial advice to a diverse range of clients, including families, business owners, and retirees.

Rosewood Wealth Management

Rosewood Wealth Management is a client-centric company that specialises in providing independent financial advice.

Belmayne IFA

Belmayne IFA is a family-oriented financial planning business established in 2004, located in Dronfield, North East Derbyshire.

Cheetham Jackson

Cheetham Jackson is an independent financial planning business dedicated to delivering excellent financial advice to clients.

Company Details

Milestone Financial Planning is operated by Milestone FP Ltd and is a Active company incorporated on 22 August 2002 with the registered office located in Chesterfield, Derbyshire. Milestone FP Ltd was registered 23 years ago.

Status

Active

Size

Micro

Directors

Age

23 years old

Employees

Turnover

Unreported

Total Assets

£185.5K