Milestone Wealth - Leicester

Milestone Wealth: Un Proveedor de Asesoramiento Financiero de Alta Calidad

Con sede en The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom, Milestone Wealth es una empresa de asesoramiento financiero que ofrece soluciones personalizadas para ayudar a los individuos y familias a alcanzar sus objetivos financieros. La empresa cuenta con una dirección accesible para personas con discapacidad y ofrece apoyo para personas con discapacidad.

Specialidades y Características

Como asesor financiero, Milestone Wealth se especializa en ayudar a los clientes a crear planes financieros personalizados para la jubilación, la inversión y la planificación financiera en general. Algunas de las características clave de la empresa incluyen:

• Acceso a herramientas de planificación financiera avanzadas
• Asesoramiento personalizado y atento a las necesidades del cliente
• Planificación financiera integral que abarca la jubilación, la inversión y la planificación financiera
• Apoyo y orientación para ayudar a los clientes a alcanzar sus objetivos financieros

Ubicación y Accesibilidad

Milestone Wealth se encuentra ubicada en The Old Rectory, Main St, Glenfield, Leicester LE3 8DG, United Kingdom, lo que la hace accesible para personas que buscan asesoramiento financiero en la zona. La empresa también cuenta con un estacionamiento accesible para personas con discapacidad y un baño accesible.

Información Recomendada

Para obtener más información sobre Milestone Wealth y cómo pueden ayudar a los clientes a alcanzar sus objetivos financieros, se recomienda visitar su página web en milestonewealth.co.uk o llamarles al teléfono 1162081480 para programar una consulta inicial gratuita.

Opiniones y Calificación

Según las opiniones de los clientes, Milestone Wealth ha demostrado ser una empresa de alta calidad que ofrece asesoramiento financiero personalizado y atento a las necesidades del cliente. Con una media de opinión de 5/5 en Google My Business, se puede concluir que la empresa ha logrado satisfacer las necesidades de sus clientes y ayudarlos a alcanzar sus objetivos financieros.

Recomendación Final

Si estás buscando un asesor financiero de confianza que pueda ayudarte a alcanzar tus objetivos financieros, se recomienda contactar a Milestone Wealth a través de su página web en milestonewealth.co.uk o llamarles al teléfono 1162081480 para programar una consulta inicial gratuita. Con su experiencia y conocimiento en asesoramiento financiero, Milestone Wealth puede ayudarte a crear un plan financiero personalizado que se adapte a tus necesidades y objetivos.

👍 Reviews of Milestone Wealth

Neil W.

5/5

I met up with Miles for a free initial consultation to look at my retirement position. Miles was very thorough and made the process very easy to follow. He was very generous with his time. Using financial planning software he was able to show me my retirement options and gave me the confidence I needed to start my retirement (a lot earlier than I had thought). I highly recommend you use Milestone for you financial planning for retirement.

Sue V.

5/5

I was recommended to Miles, by a close friend, as I had reached a crossroads in my life and needed some expert financial planning advice to help me see the way forward! Gosh, I had no idea what clarity looked like until I had the pleasure of working with Miles. His knowledge, expertise, professionalism was all wrapped up into easy to understand conversations and meetings. I have no hesitation in recommending Miles to you - and his awarded five gold stars are not nearly enough! Thank you Miles for helping me plan the way forward!

Rachel P.

5/5

I would highly recommend Miles at Milestone Wealth. He was professional, thorough, patient and took the time to explain things in a way that I could completely understand my options.

richard C.

5/5

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.

donna M.

5/5

We cannot recommend better financial advice and support and guidance from such a friendly and professional company, Miles and Tracy Marie are both really approachable (it is like talking to friends) trustworthy and extremely professional, Miles has gone above and beyond to help us with our investments and explain everything to us (all the jargon and pitfalls that goes with pensions as this can be very daunting) nothing is too much trouble and because of the advice and support from Milestone Wealth we now have a better looking future, Thankyou Miles and Tracy Marie for all your hard work you have been BRILLIANT!

Deborah L.

5/5

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.

Andrew W.

5/5

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.

Maureen W.

5/5

We have been using milstone wealth for several years now. We have found the service invaluable. The adviser is very helpful and gives advice that is relevant to your circumstances. He will make sure that the information given is clear, and understandable. I would and have recommended the service to others.