About You

Everyone of our clients are unique, they all have different goals and aspirations that they want to achieve. They will have different personal circumstances and levels of assets but the one thing they share is they need someone to help them achieve their goals and take the worries away from them.

Our key challenge is to ensure that we can get to know our clients, which means that we may ask you some challenging questions, so that we can understand your current circumstances,  your lifestyle objectives, what motivates you,  your  financial needs and what financial worries, you have.  Once we have this clear picture, we can help you on your journey by drawing up a plan focused on achieving those aims.

As part of this process we use cash flow modelling software, which brings your plans to life by visually demonstrating if you are on track to achieve your objectives or helps us decide what actions need to be put in place to help you. These are constantly updated and used ongoing to ensure that your objectives are constantly met as you circumstances change

If appointed we work for you, not an insurance company or investment house, we are solution based not product based.

You will have someone who you can talk to, bounce ideas of, to alleviate those financial worries  and who will help you with the solutions that you need to enjoy your life moving forward.

After agreeing the best strategy for you, we will be there to help change it, as your circumstances change or legislation requires you to make changes.

To ensure that we can meet the needs of our clients and that they receive the best possible advice, we also work with other professionals including accountants and solicitors to ensure you have the best solutions to hand.

‘Working together, we will be able to help you make the right financial choices now and in the future’


My personal experience is first rate, Neil has helped me simplify my personal financial affairs   including restructuring my longer term planning strategy, which will have a significant effect on tax efficiency and costs. As a result the Partners at David Howard Chartered Accountants recommend their clients to Milestone for their financial planning requirements

Simon Bishop, Managing Partner, David Howard Chartered Accountants

David Howard are Chartered Accountants based in Kingston, Tolworth and Weybridge, their website can be accessed by clicking the link above.