Milestone Financial Planning - Chesterfield

Address: Unit D Dunston Ct, Dunston Rd, Chesterfield S41 8NL, United Kingdom.
Phone: 1246903053.
Website: milestonefp.co.uk
Specialties: Financial consultant, Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Milestone Financial Planning

☎️1246903053

⏰ Open Hours of Milestone Financial Planning

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

Milestone Financial Planning: Expert Financial Advice in Chesterfield

Con sede en Unit D Dunston Ct, Dunston Rd, Chesterfield S41 8NL, United Kingdom, Milestone Financial Planning es una empresa de asesoramiento financiero independiente que ofrece servicios de consultoría financiera y planificación financiera de alta calidad. La empresa cuenta con un equipo de expertos en finanzas que trabajan estrechamente con sus clientes para proporcionarles consejos y recomendaciones personalizados para alcanzar sus objetivos financieros.

Características y Especialidades

Milestone Financial Planning se destaca por sus especialidades en asesoramiento financiero y planificación financiera. Sus expertos en finanzas ofrecen servicios como la creación de planes de ahorro, la gestión de inversiones, la planificación para la jubilación y la gestión de deudas. La empresa también ofrece servicios de asesoramiento financiero en línea y en persona, lo que la hace accesible para una amplia gama de clientes.

Servicios y Comodidades

Servicios	Comodidades
Online appointments	Wheelchair-accessible car park
On-site services	Wheelchair-accessible seating
Wheelchair-accessible toilet	Restroom
Appointment required	Appointments recommended

Opiniones y Acreditación

Con una media de opinión de 4.9/5 en Google My Business, Milestone Financial Planning ha demostrado ser una empresa de alta calidad y confiable. Los clientes satisfechos han elogiado a la empresa por su profesionalismo, claridad y comprensión de sus necesidades financieras. Si estás buscando un asesoramiento financiero independiente y experto, Milestone Financial Planning es una excelente opción.

Información de Contacto

Para obtener más información o programar una cita, puedes contactar a Milestone Financial Planning llamando al 1246903053 o visitando su sitio web en milestonefp.co.uk.

Recomendación Final

Si estás buscando un asesoramiento financiero independiente y experto en Chesterfield, no dudes en contactar a Milestone Financial Planning. Con su equipo de expertos en finanzas y su amplia gama de servicios, estás en buenas manos. Visita su sitio web y programa una cita hoy mismo para empezar a alcanzar tus objetivos financieros.

👍 Reviews of Milestone Financial Planning

Milestone Financial Planning - Chesterfield

Hugh M.

5/5

An excellent financial advisor!

I am very happy with the professional way that Nick Evans, my advisor at Milestone Financial planning, has looked after our investment for a number of years now.

Clear and understandable advice, with no pressure. Comprehensive explanations and discussions during regular reviews.

If you are looking for independent expert financial advice, I recommend Milestone Financial Planning.

Martin W.

5/5

I have been with Milestone Financial Planning now for several years and have found them to be a very welcoming company. The advice that I have received has been transparent and they have guided me through setting up my pension. I would not hesitate in recommending them to anyone needing help with their financial future.

Mark F.

5/5

Milestone F.P have been looking after my finances for over five years. I have always found the company and their staff professional, friendly, courteous, knowledgeable and helpful in all my dealings with them. I would highly recommend them to anyone requiring anything regarding investments and pensions.

Mark G.

5/5

Craig and the team at Milestone have helped guide myself, family and our pensions through a difficult period including being made redundant. More recently he has helped my father tidy up his finances and use their extensive network of other professional firms they collaborate with, to provide an extensive service for the family.

Claire G.

5/5

I have been a clinet of Milestone's for a number of years and i cannot recommend them highly enough. Nick’s advice regarding my personal pension, protection, investments and preparing my business for auto enrolment has been invaluable. He always takes time to listen and understand my personal situation. It is this consultative approach that sets him apart. You can feel confident he will recommend the best products and solutions for your individual needs. Nick has always gone above and beyond the level of service I would expect. Nothing is ever too much trouble. The team at Milestone are professional and a pleasure to deal with.

Steve E.

5/5

I Contacted Milestone FP for advice on early retirement. A meeting with Craig was set up. Craig took all my financial details to complete an assessment with the goal of retiring early. Craig fully understood my goals and came up with a plan to enable me to retire when I wanted.
On a personal level Craig was very easy to chat to and provided excellent financial advice and was able to answer any questions or concerns I had.
At no point did Craig try to sell or push any products that I was not interested in.
Overall a great and friendly advisor and fully recommended 🙂

Sam P.

5/5

Craig and his team are absolutely great. Mark in particular has been clear and concise with all communications and requests.

ian W.

5/5

After looking through various Finance Advisors websites, we contacted Milestone. Obviously this was a nervous decision contacting an unknown company to discuss our savings and pensions, but after meeting Craig and his team all that disappeared, they were helpful, patient and never offered a solution that we might have been uncomfortable with. If you are looking for impartial advice tailored to you as a person not an opportunity, call them.