Milestone Wealth Management Ltd

Financial Advisers (Independent) in Leatherhead

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Fetcham Park House
Lower Road
KT22 9HD

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Contact Numbers

Opening hours

Monday to Tuesday: 7am - 5pm

Wednesday: 9am - 5pm

Thursday: 7am - 5pm

Friday: 9am - 4pm

Saturday to Sunday: Closed

Key Services

inheritance tax advice, pensions and investment advice, retirement planning


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


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Products and Services

We offer these services

  • Free Quotes

We offer these payment methods

  • Bank Transfer


“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.

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