Investing your money in a way that benefits people and the planet is something we are very passionate about. Whether you're looking for financial security or freedom, we can help you to understand how much money is enough for you to be able to achieve your desired life that removes any fear of running out of money.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future. We will navigate you through the deep and often complex waters of financial planning.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future. We will navigate you through the deep and often complex waters of financial planning.
Services
We put our clients first in everything we do. Our aim is to ensure our clients don't run out of money or die with too much. We aim to be as environmentally friendly as possible in all our communication. We want our team to enjoy coming to work each day and to provide them with the opportunity to develop their skills.
No two people have identical financial circumstances, which is why it's essential you have a custom financial planning solution that meets your individual needs and goals. Your financial plan should give you clarity about your future. It should also describe exactly how your future will look, so you know where you are headed and when you are likely to arrive.
Our lifestyle financial planning process includes detailed independent financial planning advice to help you achieve your personal goals. We provide an ongoing service including regular reviews and monitoring, so when your life changes, we're always on hand to advise. When you start your journey with us, we will carry out a lifelong cash-flow analysis, so we can provide realistic financial planning solutions that are right for you.
At Milestone we value our clients feedback in order to improve our services and their experience of working with us. Here's what just a handful say. When we met with our client, Rick, he was feeling stressed in his job as an architect. He wanted to explore the option of leaving his firm to set up independently, so he could take jobs on his own terms, or possibly take on a less stressful role in a different profession.
As a company, we strive to be environmentally friendly, which includes using a sustainable investment strategy where possible. Also known as 'ethical', 'eco', 'green', or 'socially responsible' investing, this type of approach considers both the investment return and the impact on people and the planet.
Reviews (12)
Steve James
Jan 24, 2022
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Henry Dean
Jan 10, 2022
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Saleh Muhammad Yalwa
Dec 11, 2021
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If you need a trustworthy and reliable account manager for trading Forex or Bitcoin investment, Mrs Caroline Jones is the one you require, she can help you acquire a profit of as much as $12,500 weekly with little investment. Trading Forex with Mrs Caroline Jones is apparently the secret to my newly acclaimed success in Forex trading, I recommend her for a life-changing experience in trading, for anyone who needs help. contact Mrs Caroline Jones if you need help or advice via Email:CarolineJonesfx@gmail.com or WhatsApp +1 (716) 670-1350
Andrew Wilcox
Dec 08, 2021
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I needed help understanding the various choice available to me for life insurance, critical illness cover etc. when buying a house. Miles was very helpful in explaining what everything was, what cover he recommends and then sorting out the details and arranging the cover. Throughout, he was responsive to my queries and clear with his explanations. I would certainly recommend Milestone Wealth and I am sure I will be using them again for any further financial advice in the future.
Rodney Gray
Jul 25, 2021
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Vic Tuffen
Jan 31, 2021
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Marie Morris
Jan 11, 2021
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Positive: Responsiveness
We have received excellent advice and very professional service. Miles understood our complicated circumstances and presented our information in an easily understandable format. Miles has a very calm and reassuring manner of communication, which helped when answering our questions. We will definitely be using the services.
We have received excellent advice and very professional service. Miles understood our complicated circumstances and presented our information in an easily understandable format. Miles has a very calm and reassuring manner of communication, which helped when answering our questions. We will definitely be using the services.
David Lewis
Jan 02, 2021
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I recently had a financial review with Milestone Wealth and I found Miles Sneath to be open, honest and knowledgeable. His advice was well balanced and understandable with a clearly defined process to managing a portfolio of investments.
Miles is polite, professional and customer focused and I would highly recommend Milestone Wealth to conduct your final review.
Miles is polite, professional and customer focused and I would highly recommend Milestone Wealth to conduct your final review.
Andy Headley
Oct 19, 2020
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Steve Gandy
Jun 08, 2020
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I first met Miles in 2017 to discuss the potential transfer of my defined benefit pension scheme from a previous employer into a private pension fund. After an initial and extensive consultation he oversaw the transfer and became my financial advisor. As stated in other reviews, his attention to detail is superb.
His financial and pension advice and planning is excellent as his ability to explain and simplify some of the more complex financial details and rules.
If you are looking for financial planning or pension advice, I would highly recommend contacting Miles.
His financial and pension advice and planning is excellent as his ability to explain and simplify some of the more complex financial details and rules.
If you are looking for financial planning or pension advice, I would highly recommend contacting Miles.
Simon Fisher
Jul 02, 2019
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I've been dealing with Miles of late over a number of months, in particular the potential for early retirement and cash flow forecasts given my own particular circumstances. The attention to detail has been great; all backed up by some simple explanations upon request. It really does make one think about future cash flows and provides a variety of expenditure scenarios aimed at making the final decision as informed as possible. I'm very pleased with the professionalism of the service provided to date. Thank you Miles.
Martin Buckley
Jul 04, 2018
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Miles has not only provided expert and considered financial advice over recent years, he was also extremely sensitive and helpful following a family bereavement. He was invaluable in helping to ensure all necessary matters were dealt with as efficiently as possible, and financial plans and advice were considered very thoroughly for the new situation. Very pleased with his expertise over the years, and the long term relationship that has developed.
