Milestone Wealth Management Limited is a UK-based firm of independent financial advisers holding Chartered Financial Planners status. The company focuses on building long-term, trusted relationships with its clients, which include individuals, families, and trustees. Its core mission is to help clients understand and plan for their financial future by providing comprehensive and impartial advice. Key services include holistic financial planning, investment management, retirement planning, and estate planning. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

Canada