Reviews of Milestone Wealth. (Financial Consultant) in Leicester (Leicestershire).

Milestone Wealth

20 Reviews

20 Comments

Financial Consultant

Financial planner

The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom

Description

Information of Milestone Wealth, Financial Consultant in Leicester (Leicestershire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of Milestone Wealth

Reviews of Milestone Wealth

D. L.

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.

A. W.

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.

S. M.

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!

A. G.

I have no hesitation in recommending Milestone Wealth. I was confused about my pension, and all questions were answered very promptly in terms I could understand.

S. G.

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.

D. L.

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.

S. J.

I would high recommend Miles and Milestone. Have been with him for a considerable time and always find him approachable and helpful.

M. M.

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.

M. B.

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.

S. F.

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.

M. N.

Great service and communication. Miles is friendly, professional and thorough.

V. T.

I would happily recommend Milestone wealth to anybody who needs help with pension Investments. Miles provides sensible and understandable advice.

H. D.

Top quality service, I would highly recommend milestone wealth!

j. v.

Excellent professional advice received and taken from Miles Extremely pleased with forward planning regarding our pensions savings and future financial goals Would highly recommend his services to anyone wanting to get their financial affairs in good order 10/10

K. R.

Received excellent pension/investment advice & service. Very thorough, professional, friendly & approachable. Nothing is too much trouble. Would highly recommend this service.

R. G.

Very happy with the help I received to start accessing the money in my pension.

S. H.

I recommend their services.

J. P.

They are a very professional and give very good advice i would fully recommend them

L. B.

Came highly recommended and did not disappoint. Always pleasant and accomodating.

A. H.

Contact

Photos