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
The Old Rectory, Main St, LE3 8DG
01162081480
Digital Popularity
Social Media
Competitors
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Premier Wealth Solutions
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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 • PSC • Financial Advisor • British • Lives in UK • Born in Jun 1988
Teams
All
1
Independent Chartered Financial Planner • Joined Sep 2017