Safe hands carrying a sappling
 

Welcome to Milestone Wealth Management 

Milestone Wealth Management Limited (IFA) is a boutique Wealth Management firm of Chartered Financial Planners located in Esher, Surrey and also look after clients in surrounding areas such as Cobham, Bookham, Oxshott and Weybridge.

We offer independent fee based advice, which means that our advice is truly unbiased and bespoke to you.

Our approach to financial planning is based solely on understanding your circumstances, lifestyle objectives and financial needs. From understanding these key elements we will then tailor our advice to suit your individual circumstances by drawing up a plan focused on achieving those aims. An ongoing servicing arrangement can be set up to help you keep on track to achieving your financial goals.

We are offer advice on all spectrums of financial planning with particular expertise on pre and post retirement planning, Wealth Management and IHT/ Estate Planning. Our advice is jargon free and communicated in plain English.  

We focus on developing long-term relationships to ensure that we keep our clients on track to achieve financial security and secure the lifestyle they wish to lead.

Our aim is to remain modest in size so that we can offer a truly outstanding and personalised service to a small number of clients and their families and help add significant value to their financial planning arrangements.


Office Map 


 Fact Sheets

Sunday Papers: Cameron pushes for workplace rights shake-upAnd world leaders have thrown their weight behind Greece staying in the eurozone.Read More »
Tax man cracks down on IR35 personal service companiesSome 2,000 senior civil servants are avoiding £30 million a year in tax by channelling their earnings through personal service companies, the Treasury says. Lorna Bourke investigates.Read More »
Investment trusts: 10 steady earnersJust a handful of trusts have consistently increased their dividends over the past 45 years. We look at the 10 steadiest dividend payers.Read More »
Saturday Papers: Facebook narrowly avoids dip below starting priceThe social network giant ends day at $38.23, up just 0.61% from its starting price after share sale got off to a messy start.Read More »
5 reasons you should worry about Greece and the euroThe eurozone once again faces a full-blown crisis centred on Greece. What does it mean for people in the UK?Read More »
Market blog: Facebook frenzy as FTSE logs worst week of 2012FTSE 100 slides as eurozone officials prepare contingency plans for Greek exit; Facebook sells 80 million shares in its first minute of trading.Read More »
Threadneedle's Harrison: defence and growth in my 'all-weather' portfolioLeigh Harrison, manager of the Threadneedle UK Equity Income fund, explains how he's balancing defensive stalwarts with some growth picks.Read More »
Invesco's bond stars position for low-inflation environmentPaul Causer and Paul Read, managers of the Invesco Perpetual Corporate Bond fund, expect UK inflation to remain subdued.Read More »
Tutition fees increase will cost taxpayers £1 billion a yearNew figures show that the government's plan to increase tuition fees to £9,000 a year will actually increase the cost to the taxpayer.Read More »
123456789
   

Milestone Wealth Management

Grapes House

79 High Street

Esher

Surrey

KT10 9QA

 

Tel: 01372 464940

 
 

© 2007 Milestone Wealth
Site design by Emissary

basket
my reglisse
message