Milestone Financial Planning
Milestone Financial Planning are independent financial planners who build trusted and long-lasting relationships with clients. They cover all aspects of financial advice including investments, pensions, insurance and business exit strategies providing a tailor-made service, by listening to their client’s objectives and goals regardless of the complexity.
Looking at retirement, investing a sum of money, worried about inheritance tax or wanting to make sure that family members are financially protected, Milestone will offer straightforward, open and honest jargon free discussion.
Milestone’s approach looks at the bigger picture – managing risk, structuring investments, keeping tax to a minimum and creating a legacy for loved ones – they work collaboratively with local, trusted and reputable accountants and solicitors making life easier for the client.
All of the staff at Milestone have grown up and lived in and around the Chesterfield area all of their lives and are proud to call this town their home.
Michael Heath, Managing Director at Milestone, says;-
“Chesterfield Champions has given us the opportunity to network with and connect with many local businesses and people. Chesterfield is an historic town with a modern twist, making it a truly exciting and innovative place to work”
