Milestone Wealth
33 Reviews
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4 PM
- Tuesday8 AM–4 PM
- Wednesday8 AM–4 PM
- Thursday8 AM–4 PM
About the Business
Milestone Wealth | Independent Fixed Fee Financial Planning and Advice in Leicester | Financial Planning - Pensions & Retirement, Annuities, Savings & Investments, Protection, Estate Planning.
Contacts
Call Us
+441162081480
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
Hours
- Friday8 AM–4 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–4 PM
- Tuesday8 AM–4 PM
- Wednesday8 AM–4 PM
- Thursday8 AM–4 PM
Features
- Wheelchair-accessible toilet
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
David Lewis
19.03.2024
Milestone Wealth
I recently had a financial review with Milestone Wealth and I found Miles Sneath to be open, honest and knowledgeable. His advice was well balanced and understandable with a clearly defined process to managing a portfolio of investments.Miles is polite, professional and customer focused and I would highly recommend Milestone Wealth to conduct your final review.
Deborah Lawrance
11.03.2024
Milestone Wealth
Having recently retired I needed advise regarding my pensions and investments. Miles was extremely helpful and after a full financial review came up with an investment plan and pension advice to suit my needs.As part of this review we also saved £250.00 per tax year by transferring part of my unused tax allowance to my husband. I would have no hesitation in recommending Miles and would be happy to consult him for any future financial advice.
Marie Morris
25.02.2024
Milestone Wealth
We have received excellent advice and very professional service. Miles understood our complicated circumstances and presented our information in an easily understandable format. Miles has a very calm and reassuring manner of communication, which helped when answering our questions. He is very knowledgeable.
Maureen Williams
12.02.2024
Milestone Wealth
We have been using milstone wealth for several years now. We have found the service invaluable. The adviser is very helpful and gives advice that is relevant to your circumstances. He will make sure that the information given is clear, and understandable. I would and have recommended the service to others.
michael morris
16.01.2024
Milestone Wealth
I chose Milestone Wealth as they willingly answered any, and the many, questions I had on the complex area of Pensions.I found them to be accessible and they always responded to my telephone calls and emails promptly.I will, when needed, use their services again.
Steve Gandy
27.12.2023
Milestone Wealth
I first met Miles in 2017 to discuss the potential transfer of my defined benefit pension scheme from a previous employer into a private pension fund. After an initial and extensive consultation he oversaw the transfer and became my financial advisor. As stated in other reviews, his attention to detail is superb.His financial and pension advice and planning is excellent as his ability to explain and simplify some of the more complex financial details and rules.If you are looking for financial planning or pension advice, I would highly recommend contacting Miles.
Simon Fisher
22.12.2023
Milestone Wealth
I've been dealing with Miles of late over a number of months, in particular the potential for early retirement and cash flow forecasts given my own particular circumstances. The attention to detail has been great; all backed up by some simple explanations upon request. It really does make one think about future cash flows and provides a variety of expenditure scenarios aimed at making the final decision as informed as possible. I'm very pleased with the professionalism of the service provided to date. Thank you Miles.
Jim o'flynn
19.12.2023
Milestone Wealth
Very helpful and informative gentleman, I was immediately made to feel at ease and everything was explained to me in detail. I would wholeheartedly recommend Miles to anyone looking to have their finances looked into
Andrew Wilcox
19.12.2023
Milestone Wealth
I needed help understanding the various choice available to me for life insurance, critical illness cover etc. when buying a house. Miles was very helpful in explaining what everything was, what cover he recommends and then sorting out the details and arranging the cover. Throughout, he was responsive to my queries and clear with his explanations. I would certainly recommend Milestone Wealth and I am sure I will be using them again for any further financial advice in the future.
Stevie Marsden
19.12.2023
Milestone Wealth
I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps should be. Brilliant service!
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The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
Milestone Wealth