About Us
Neil Mumford is the
business principal of Milestone Wealth Management and has over 20 years
experience as a Financial Adviser.
Neil is qualified to Diploma standard as set by the Chartered Insurance Institute and holds a number of the industries highest qualifications in both retirement and Investment planning. Overall these qualifications place him in the top 10% most qualified advisers in the UK.
He holds the coveted G60 pension qualification, as well as both K10 and K20 retirement planning examinations and CF9 Pension Simplifications paper. He is also an approved Pension Transfer Specialist.
He is a member of both the Chartered Insurance Institute and Personal Finance Society.