About Milestone Wealth Management
Milestone Wealth Management is a firm of independent financial advisers (IFA) located in Esher, Surrey looking after clients in surrounding areas such as Cobham, Bookham, Oxshott and Weybridge. We offer full holistic advice, specialising in providing pre and post retirement and Investment portfolio management.
Most people's ultimate financial goal would be to achieve financial independence, meaning they work through choice, not because they have to in order to pay bills and enjoy leisure pursuits. Therefore, our belief is that establishing a sound financial strategy is a major step towards making the right choices to secure the lifestyle that you wish to lead.
We can work with clients on a specific area of interest such as their retirement planning or help them develop an integrated plan covering all aspects of their financial arrangements.
We place great emphasis on the value of long-term client relationships as a means of keeping clients on track to achieve their goals.
We understand how important our client's savings are to them and how long it takes to accumulate wealth and place a strong emphasis on wealth preservation.
In order to maintain our personal service, we only look after a limited number of clients. We dedicate our expertise to helping clients where we believe we can add significant value to their financial planning arrangements and where we can establish and maintain an ongoing professional yet friendly, working relationship with them.