Safe hands carrying a sappling
 

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.


Office Map 


 Fact Sheets

Funds industry denies unit trusts are a 'rip off'The chief of the IMA has debunked critics' claims of 'hidden' charges, but has done nothing to say if funds are too expensive.Read More »
FTSE spirals; BP falls on Deepwater rulingBritish and European markets go into reverse as inconclusive Greek debt talks drag the mood down.Read More »
Week Ahead: an 'Atlantic divide' and a stopover in BrusselsEurozone leaders will start the week with some big decisions to make, ahead of data that could further highlight the widening economic divide.Read More »
Iran’s threat to fast-growing QatarQatar is one of the fastest growing economies in the world but growing tensions with Iran could suffocate its growthRead More »
More FSA fines for Punch Taverns insider dealingGreenlight Capital's former compliance officer and a JP Morgan Cazenove trader have been fined over the insider dealing of Punch Taverns shares.Read More »
The best and worst corporate bond funds of 2011UK corporate bonds funds were one of the top performing sectors last year. We look at the winners and losers Read More »
Citywire Selection Review: 10 funds we're adding and droppingCitywire's head of research Jonathan Miller reveals which funds have been added – and dropped – from our Selection investment recommendations. Read More »
Chart of the Day: the message from the pros? Enjoy market rally while it lastsAssets that were dumped last year are being gobbled up by starved investors.Read More »
Does Stephen Hester deserve his RBS bonus?Turning round the Royal Bank of Scotland (RBS.L) required a poacher to turn gamekeeper, but we wanted a hero too.Read More »

Milestone Wealth Management

Grapes House

79 High Street

Esher

Surrey

KT10 9QA

 

Tel: 01372 464940

 
 

© 2007 Milestone Wealth
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