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.
Neil is a Chartered Financial Planner. Chartered status is only awarded to individuals who can demonstrate a high level of expertise and specialised knowledge through the attainment of riguorous professional examinations and 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 AF5 Advanced Diploma in The Financial Planning Process. He is also a member of both the Chartered Insurance Institute and the Institute of Financial Planning.
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