Milestone Wealth Management, IFA, Esher, Surrey, Independent Financial Advisers, Retirement planning, Pension,

Welcome to Milestone Wealth Management

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

We focus our advice on pre and post retirement planning and Wealth Management including Estate Planning and place great emphasis on understanding our client's aspirations and financial goals. 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.

We only charge fees which means that you can be sure that our advice is completely impartial and independent with no commission bias. We have no ties to any particular bank, insurance or investment companies.

FTSE drifts as Greek debt talks muddle onBritain’s benchmark index slips as Greek premier Lucas Papademos fails to win backing from other party leaders for more spending cuts.Read More »

‘Toxic’ pension system deprives retirees of 30% of incomeRetirees are missing out on £1 billion of income each year after falling foul of an opaque and unfair annuity market.Read More »

Diary of a Dumb Investor: buying protection for the 2012 crashIf 2011 took me unawares, much like Russian forces early in World War II, this year will be my Stalingrad – and Personal Assets will help me turn the tide.Read More »

Chart of the Day: Goldman Sachs says you’ll be richer this yearAnd you won't have to endure a return to recession either, the bank's economists say.Read More »

How I caught a good pension... by mistakeMy decision to start paying into a pension 25 years ago was a good one, says Lawrence Lever, even if it was a controversial 'with profits' policy.Read More »

House prices rose 0.6% in January, says HalifaxThe average UK house price is now £161,000.Read More »

Savings: are you getting your fiver a day?Feel guilty about not saving but don't know where to start? We show how you can get started with five pounds a day – and a jam jar.Read More »

Ruffer: interest rates to remain 'nailed to the floor'The Ruffer Investment Company continues to seek protection with inflation-linked bonds to complement its bigger and riskier position in Japan.Read More »

Investing in 2012: Asante on the best opportunities in emerging marketsThe 'Brics' may be fully valued but there are big opportunities in countries like Nigeria, explains First State's Jonathan Asante.Read More »

Welcome to Milestone Wealth Management

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