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Openning hours
  • Monday 8:30 AM – 4:30 PM
  • Tuesday 8:30 AM – 4:30 PM
  • Wednesday 8:30 AM – 4:30 PM
  • Thursday 8:30 AM – 4:30 PM
  • Friday 8:30 AM – 4:30 PM
  • Saturday Closed
  • Sunday Closed
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Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Milestone Financial Planning
Reviews
Katalin Illes (09/22/2020)
I was impressed with the highly professional service and the level of integrity of the adviser. He had my best interest at heart and guided me accordingly. I have no hesitation recommending Milestone Financial Planning to my family, friends and colleagues.
ruby hattersley (03/12/2020)
We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with. Friendly, efficient, knowledgeable, and honest. We could not wish for a better financial advisor. Highly recommended!
Linda frewin (02/27/2020)
I have nothing but praise for Milestone Planning Michael Heath is my financial and pensions adviser who runs the business. I’ve been with him for years and would recommend him and his team all day everyday. Excellent.
Kate Jephson (04/15/2020)
Craig provided an exceptional service in a friendly and professional manner. He comprehensively explained products and accounts that we had inherited and made it clear how to create a successful future financial port folio. He is extremely knowledgeable regarding current markets and makes informed decisions on how to mazimise investments. I would thoroughly recommend Craig and Michael at Milestone Finacial Planning.
John Rose (10/19/2019)
Excellent service. Very friendly and knowledgeable. When a pension company was being very difficult about transferring funds their persistence not only got the transfer done but earned me compensation as well!
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