Milestone Wealth

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Reviews

1. Richard Stones ★★★★★

   Switched from another advisor to Miles / Milestone Wealth primarily for pension planning, and very pleased I did. Pleasant to deal with, responsive, keeps us up to date and very thorough. Made some excellent recommendations both for my pension, which was the original focus, but also on the wider way to best manage our finances. Recommended.

   almost 8 months ago
2. Neil Watson ★★★★★

   I met up with Miles for a free initial consultation to look at my retirement position. Miles was very thorough and made the process very easy to follow. He was very generous with his time. Using financial planning software he was able to show me my retirement options and gave me the confidence I needed to start my retirement (a lot earlier than I had thought). I highly recommend you use Milestone for you financial planning for retirement.

   1 year ago
3. Sue Vickers ★★★★★

   I was recommended to Miles, by a close friend, as I had reached a crossroads in my life and needed some expert financial planning advice to help me see the way forward! Gosh, I had no idea what clarity looked like until I had the pleasure of working with Miles. His knowledge, expertise, professionalism was all wrapped up into easy to understand conversations and meetings. I have no hesitation in recommending Miles to you - and his awarded five gold stars are not nearly enough! Thank you Miles for helping me plan the way forward!

   1 year ago

1. richard chrsitian ★★★★★

   Can't recommend Miles and Milestone Wealth highly enough. He provided a truly excellent service and definitely exceeded our expectations and has given us a clear understanding of our finances and provided advice and guidance to help us prepare and achieve our retirement goals.

   1 year ago
2. Deborah Lawrance ★★★★★

   Having recently retired I needed advise regarding my pensions and investments. Miles was extremely helpful and after a full financial review came up with an investment plan and pension advice to suit my needs.As part of this review we also saved £250.00 per tax year by transferring part of my unused tax allowance to my husband. I would have no hesitation in recommending Miles and would be happy to consult him for any future financial advice.

   almost 3 years ago
3. Stevie Marsden ★★★★★

   I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps should be. Brilliant service!

   almost 3 years ago

1. Andrew Wilcox ★★★★★

   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.

   almost 4 years ago
2. David Lewis ★★★★★

   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.

   almost 5 years ago
3. Steve Gandy ★★★★★

   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.

   almost 5 years ago

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