Milestone Wealth

Milestone Wealth is an independent financial planning firm based in Leicester, providing financial advice and services. They assist clients with financial planning and investment strategies.
  • Estate planning
  • Protection services
  • Savings and investments
  • Bespoke financial planning
  • Pensions and retirement planning

Size
Small
Phone
0116 208 1480
Email
Available in Endole App
Locations
Ratby Rd, Groby, LE6 0GF
01162081480
8:00 - 16:00
The Old Rectory, Main St, LE3 8DG
01162081480
8:00 - 16:00
Digital Popularity
Social Media
Competitors
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Finli
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Premier Wealth Solutions
Premier Wealth Solutions Ltd (PWS) is a Financial Planning and Investment Solutions Provider that aims to support clients in building a plan for their financial future.
Company Details
Milestone Wealth is operated by Milestone Wealth Ltd and is a Active company incorporated on 9 January 2017 with the registered office located in Leicester, Leicestershire. Milestone Wealth Ltd was registered 8 years ago.

Status
Active
Size
Micro
Directors
1
Age
8 years old
Employees
2
Turnover
Unreported
Total Assets
£72.85K
Cash in Bank
Unreported
Total Liabilities
-£5.69K

Director • Financial Advisor • British • Lives in UK • Born in Jun 1988
Mr Miles Sneath
PSC • British • Lives in UK • Born in Jun 1988
Teams
All
1
Independent Chartered Financial Planner • Joined Sep 2017