Business Details
Trusted Chartered Financial Advisers in Glenfield
At Milestone Wealth, we prioritise your financial future by delivering bespoke planning solutions tailored to individual goals. Our client-first approach combines cash flow forecasting, pension management, investment strategies, and estate planning to ensure long-term security. We specialise in sustainable investing, aligning financial growth with environmental and ethical values. With a chartered financial planner leading our team, we offer independent, jargon-free advice grounded in decades of industry experience. Our commitment to transparency is reflected in fixed fees based on complexity rather than asset value.Through annual reviews and proactive communication, we adapt to evolving circumstances, ensuring clients maintain control over their financial journey. Our dedication extends beyond individual clients; we contribute to charitable causes through profit-sharing initiatives, reinforcing our belief in responsible wealth management. By combining technical expertise with a human-centric ethos, we aim to alleviate financial anxiety and empower clients to achieve their desired lifestyle.
Services
Financial Planning
Pensions & Retirement
Savings & Investments
Protection Services
Estate Planning
Highlights and features
- We offer independent market access for unbiased financial solutions
- Our team includes a chartered financial planner with specialist expertise
- We implement sustainable investment strategies aligned with ethical values
- Fixed fees ensure transparency and cost predictability
- Client-centric approach with proven cash flow forecasting methodologies
Associations and certifications
- Chartered Financial Planner
What people say
Exceptional professional service
Financial independence achieved
Transparent communication
Increased pension values
Tailored financial solutions
Services
Financial Planning
We create comprehensive financial plans integrating cash flow forecasting, investment strategies, and retirement planning. Our approach considers individual life goals and risk profiles to ensure long-term financial security. By combining technical expertise with personal understanding, we help clients navigate complex financial decisions.
Pensions & Retirement
Our pension specialists analyse existing arrangements and develop optimised retirement strategies. We help clients understand their pension values, navigate withdrawal options, and implement tax-efficient solutions. The service includes scenario planning to ensure financial security throughout retirement.
Savings & Investments
We develop customised investment strategies aligned with clients' financial goals and risk tolerance. Our approach combines market analysis with sustainable investing principles to grow wealth while maintaining appropriate risk levels. Regular portfolio reviews ensure ongoing alignment with objectives.
Protection Services
We assess clients' protection needs to safeguard against unforeseen events. This includes life insurance and critical illness cover tailored to individual circumstances. Our approach ensures families remain financially secure while balancing protection costs with overall financial plans.
Estate Planning
Our estate planning service focuses on tax-efficient wealth transfer strategies. We help clients structure their assets to minimise inheritance tax while ensuring funds pass to intended beneficiaries. The service integrates with overall financial planning to preserve wealth across generations.
People
Miles Sneath
Director & Chartered Financial Planner
Miles Sneath, an award-winning chartered financial planner with extensive industry experience, leads our financial planning services. He specialises in helping clients achieve financial freedom through comprehensive cash flow analysis and sustainable investment strategies, maintaining a client-focused approach throughout his career.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering pensions, investments, protection, estate planning and cash flow forecasting. Our service includes initial planning and ongoing annual reviews to adapt to changing circumstances.
Do you specialise in sustainable investing?
Yes, we actively incorporate ethical and environmentally responsible investment strategies. Our approach balances financial objectives with positive social and environmental impact, avoiding investments in harmful industries.
What are your fee structures?
We operate fixed fees based on time and complexity rather than asset values. This transparent approach ensures clients know exact costs upfront without conflicts of interest related to investment values.
Do you offer retirement planning support?
We specialise in helping clients achieve secure retirements through detailed pension analysis, income planning, and withdrawal strategy optimisation. Our cash flow modelling helps determine sustainable withdrawal rates while considering lifestyle goals.
How often do you review financial plans?
We conduct annual reviews as standard, with additional check-ins available as needed. Regular reviews ensure plans remain aligned with changing personal circumstances, market conditions, and regulatory updates.
