Welcome

Milestone Wealth Management Limited are located in Fetcham Park House, Leatherhead, Surrey.  We offer independent financial advice to clients in the local area, which includes, Leatherhead, Esher, Cobham, Oxshott,  Bookham and surrounding areas.

We specialise in providing advice to clients who are near or in retirement, as well as inheritance tax and estate planning.  Many of our clients are in retirement drawing income from various sources and we therefore have extensive experience in looking after clients needing that particular help and expertise. We also look after clients who are nearing retirement and who want to ensure that the hard work that they have done, in building up an asset base, will be sufficient to secure them a good lifestyle into retirement and how they go about taking their benefits, in what has become a very confusing world.

We offer a personalised individual service  which we believe adds significant value to our clients by focusing on developing long-term relationships, which allows us to ensure that we keep our clients on track with their plan to achieve financial security and secure the lifestyle they wish to lead, all our clients have an ongoing relationship with us and many of them have been with us for in excess of 10 years.

We are very selective and only look after a small number of clients and therefore restrict the number of clients and their families that we will deal with, because we want to ensure that we can add real value by spending time providing solutions and managing our clients needs. For new clients to join our Private Client Service we require a minimum portfolio size of £500,000 to manage.

Our first meeting, is held at our expense and without obligation to any new potential clients, this allows us to see if we can add value to your circumstances and gives you the opportunity to see if we are right for you.

Our advice is jargon free and communicated in plain English.

If you feel that we maybe able to help you please contact us at:

 
Fetcham Park House
Lower Road
Fetcham
Leatherhead
Surrey
KT22 9HD
 
Tel: 01372 371030
  

 

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