Milestone Financial Planning - Chesterfield

Hugh Moore

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 Wilkes

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 Furness

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 Garrett

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.

Sam Passingham

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

Trevor Marsden

I have been a client since 2021 and my pension has been managed efficiently. During a volatile period it has performed well, I have no regrets in choosing them.

Helen Vickers

Always friendly, sensible advice given and information provided is tailored to your own life and situation.
Great understanding and very responsive.
Would always recommend.

Di Fox

Absolutely fantastic customer service, highly recommended, they offer great service and value for money and will look after all your financial needs, I wouldn’t use anyone else