Milestone Wealth Management Ltd
Financial Advisers (Independent) in Leatherhead
Fetcham Park House
Lower Road
Fetcham
Leatherhead
Surrey
KT22 9HD
Contact Numbers
Landline: 07894 4... 07894 471000
Neil Mumford: 01372 3... 01372 371031
Opening hours
Monday to Tuesday: 7am - 5pm
Wednesday: 9am - 5pm
Thursday: 7am - 5pm
Friday: 9am - 4pm
Saturday to Sunday: Closed
Key Services
About
About Milestone Wealth Management Limited
Neil Mumford is a Chartered Financial Planner with over 25 years experience. He specialises in providing advice to individuals that are at or near retirement, advising them on the options available to them and by understanding their objectives help them make the correct decisions. We pride ourselves on the fact that we have helped so many clients attain financial independence and the fact that many of our clients have been with us for more than 10 years.
We offer a free no obligation first meeting and more details can be obtained from our website
www.milestone-wealth.com
Reviews
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Products and Services
We offer these services
- Free Quotes
We offer these payment methods
- Bank Transfer
Testimonials
“Honest, trustworthy and financially savvy, take times to get to know exactly what the client wants, keeps me wholly informed and has given me a huge degree of comfort during what has been a very choppy couple of years in financial markets. Understands his clients both as person and a long term project, cannot recommend highly enough”.
Miss E Papazoglou, Surrey
My personal experience is first rate, Neil has helped me simplify my personal financial affairs including restructuring my longer term planning strategy, which will have a significant effect on tax efficiency and costs. As a result the Partners at David Howard Chartered Accountants recommend their clients to Milestone for their financial planning requirements
Simon Bishop, Managing Partner, David Howard Chartered Accountants
Testimonials are added by the business owner and are not independently verified.
