Milestone Wealth Management, IFA, Esher, Surrey, Independent Financial Advisers, Retirement planning, Pension,

Welcome to Milestone Wealth Management

Milestone Wealth Management Limited (IFA) is a boutique Wealth Management firm of Chartered Financial Planners offering independent fee based advice. We are located in Esher, Surrey and also look after clients in surrounding areas such as Cobham, Bookham, Oxshott and Weybridge.

We focus our advice on pre and post retirement planning and Wealth Management including Estate Planning and place great emphasis on understanding our client's aspirations and financial goals. Our advice is jargon free and communicated in plain English.

We focus on developing long-term relationships to ensure that we keep our clients on track to achieve financial security and secure the lifestyle they wish to lead.

Our aim is to remain modest in size so that we can offer a truly outstanding and personalised service to a small number of clients and their families and help add significant value to their financial planning arrangements.

We only charge fees which means that you can be sure that our advice is completely impartial and independent with no commission bias. We have no ties to any particular bank, insurance or investment companies.

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Welcome to Milestone Wealth Management

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