Milestone Reviews 35

I choose milestone because it was local and had good reviews and they lived upto there name. Could not fault Miles with the way he explained things so you could understand. Would highly recommend
Thanks Rob clarke

We required a Financial Advisor who we could meet in person, local to us. This was important as we wished to be able to build a professional rapport and confidence that the Advisor would understand our goals and objectives and have the skill and knowledge to match these with our concerns. Miles was thorough and approachable and provided the realistic service and guidance we required.

Always have a great time in the milestone pub crystal peaks ,whether I go for a carvery on a Sunday which is lovely. or on a jam night which has some amazing musicians,some that are so good it sounds like a professional band . People are friendly staff are professional and a good laugh they make you feel welcome. Definitely worth trying this pub.

Would definitely recommend, excellent service from start to finish. Everything explained clearly and I was kept up to date with progress. Thank you Miles & Tracy-Marie.

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.

Brilliant financial advisor, gave unbiased pension/retirement advice, excellent service, very friendly and helpful. I would highly recommend Miles of Milestone Wealth for all financial/pension/planning requirements.

I would highly recommend Milestone Wealth to anyone who needs help/advice with any aspect of pensions/wealth management. My affairs were in a mess but have now been transformed by Milestone.

I am thankful to milestone education n all the people there specially megan n Ellen they really help me to get a job they offer me a job after the completion of documentation....thank u so much...highly recomended a true n trust worthy recruitment company it is.thanx once again.

Definitely a thumbs up for financial advice.
Miles was very knowledgable and professional.
He’s common sense approach made him easy to talk to and work with.
Recommend.

We would like to thank Miles and Milestone Wealth for all the time and effort he/they have put in to get our retirement plans in place. Miles was very knowledgeable and explained everything in great detail during the meetings we have had. We would highly recommend Milestone Wealth and already have.

I would fully recommend Milestone Wealth, Miles is a top guy and genuinely knows his stuff. He takes his time to find out what pensions/investments are right for you and keeps you fully up to date with how everything’s going. Thanks again Miles for all of your help 👍🏽

My wife & I had FSAVCs in addition to our former employers Pension Scheme which unfortunately could not provide the type of income plan that we required.
We were recommended to use the services of Miles Sneath @ Milestone Wealth.
Miles undertook an in-depth review of our current finances, plans for the future & listened to how we planned to use the funds going forward.
We wished to have the flexibility of drawing funds as & when we needed them for holidays, asset purchases or even toward potential Care Home Costs
at some undetermined future date.
Miles then researched various Pension Providers who could provide us with a completely flexible Pension Income Release Fund for both our Tax Free and Taxable Funds.
Miles was very Professional, friendly & efficient and all face to face discussions were held over Zoom which was convenient to us as well.
Miles at all times checked our understanding of information provided and always acted with our best interests in mind and in line with our wishes.
All written communication was undertaken by email which quickened the process and again, checked our understanding of the product suggested at the appropriate level of risk in line with our wishes.
We also felt that the Fee for Miles's advice & hard work was good value, especially when compared against other advisors.
We can highly recommend the services of Miles Sneath as an Independent Financial Advisor.

Miles was very knowledgeable, helpful and professional within helping me with my pension. He made everything run smoothly and explained things well for some who didn’t know much about pensions.

Excellent service, fully recommended

I found Milestone Wealth an exceptional company who provided information, guidance and support in a timely and efficient way. I was kept informed on a regular basis how my pension was being progressed which I found extremely helpful and supportive. If your thinking about how manage your pension pots give Milestone Wealth a call you will not be disappointed.

milestonewealth have looked after my investments for a number of years I was given regular reviews and advice I have always been happy with the service and results. Recently I have had a change of direction ,I spoke to milestonewealth and explained what I was looking for, again they get 5 stars. I was given a number of options with advice on each, once I decided which option to take the process was completed I was kept well informed at every stage.

Miles has been extremely helpful, understanding and patient in dealing with my pension and sorted out exactly what I needed. An excellent service and very easy and friendly to deal with. Thank you Miles.

Miles was very professional, and knowledgeable offering sound guidance and insight to us. He listened, asked the right questions and was able to show us the likely results for our situation based on the information we gave him.
He was generous of his time, and helped us get a clearer picture of what we needed.

This was my first time receiving good professional financial advice. Miles is excellent at explaining things regarding my pension and helped me understand my financial options, he is extremely knowledgable in all financial and investment matters.
I would highly recommend Milestonewealth.

We have been with miles many years and before him his father was our advisor ,we have received excellent service and cannot fault anything ,he has given us excellent advice and we would recommend them.