About Neil Mumford
Neil Mumford is business principal of Milestone Wealth Management and has spent his entire career in Financial Services, firstly with National Westminster Bank and over the past 22 years as a Financial planner specialising in pre and post retirement planning.
Neil is a regular contributor to Citywire magazine New Model Adviser and consumer publications Shares Magazine and Investors Chronicle and AOL website Daily Finance.
Neil is a Chartered Financial Planner which places him on a similar professional level to Chartered accountants and Solicitors.
The examinations held by Neil include the coveted G60 pensions examination, CF8 Long Term Care and the JO5 Pensions exam covering Income Drawdown and Annuity purchase. He is also a member of the Chartered Insurance Institute.
About David Hatton
David Hatton has extensive experience in Financial Services built up over 20 years, this has included working with Neil as a founder partner in Millfield Partnership Limited. David specialises in providing retirement and investment planning advice for indiviudals, in particualr company directors and entrepreneurs running their own businesses. He also provides advice on employee benefit packages for companies and their employees. He has been instrumental in working with Neil to put together the Milestone investment proposition for clients, which focuses on capital prservation. currently holds the Financial Planning Certificate and studying towards the Diploma in Financial Services. David is married to Sally with two teenage daugthers.
About Debbie Tomlinson
Debbie works as personal assistant to Neil, supporting him in providing a first class service to his clients. Debbie has extensive experiance in financial services having worked with Independent financial adviser firms Millfield Partnership and Bates Investment Services. She previously worked with Neil between 2001 and 2004 whilst he was an equity partner at Millfield Partnership before rejoining him in 2009 to help him expand his own Chartered practice. She holds CII exams FPC1 and 2