Milestone (Independent Financial Planners) - Leicester

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Milestone (Independent Financial Planners)

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Overview: Milestone Independent Financial Planners, located at Ratby Rd, Groby, Leicester LE6 0GF, UK, stands out as a premier financial advisory service. With a dedicated team specializing in financial planning, the firm offers comprehensive strategies to help clients secure their financial futures. The office, accessible to wheelchair users, ensures inclusivity with amenities such as a wheelchair-accessible car park, entrance, and toilet. Appointments are required to ensure personalized attention, and the team highly recommends scheduling them in advance. \n

Location and Accessibility:

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Situated conveniently in Groby, Leicester, Milestone's address is easily accessible. The premises are fully equipped to accommodate individuals with mobility challenges, featuring a wheelchair-accessible car park, entrance, and toilet. This thoughtful approach to accessibility underscores the company's commitment to serving all members of the community.\n

Contact Information:

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For those looking to reach out, Milestone's telephone number is 1162081480. This makes it straightforward for potential clients to inquire or schedule a consultation. The company's website, milestonewealth.co.uk, offers additional resources and information to those interested in learning more about their services.\n

Specialties and Services:

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The firm's core specialized service is financial planning. This involves crafting tailored financial strategies to help clients achieve their long-term goals, whether it's retirement planning, wealth management, or estate planning. The emphasis on personalized financial guidance sets Milestone apart in a competitive market.\n

Reviews and Reputation:

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Rated highly on Google My Business with 1 review and an impressive average opinion of 5/5, Milestone's reputation speaks volumes. Clients consistently praise the company for its professionalism, friendliness, and transparency, noting that the team keeps them fully informed throughout the planning process. These testimonials reflect the high level of service expected from a company that has earned such a stellar rating.\n

Appointment Process:

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Given the personalized nature of their services, appointments are required. This ensures that each client receives the dedicated attention they deserve. The company's recommendation to book appointments in advance highlights their commitment to providing quality service without compromising on client care.\n

Additional Points of Interest:

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For those visiting the office, the wheelchair-accessible features are a notable convenience. This attention to detail ensures that all clients, regardless of mobility, can access the services they need. The firm's approach to inclusivity aligns with its professional standards, making it a welcoming space for everyone.\n

Recommendations:

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Prospective clients are strongly encouraged to: \n

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• Contact the office to schedule an appointment - this step is crucial for personalized advice.

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• Visit the official website for more comprehensive information about financial planning services.

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• Read reviews to gain insights from other clients' experiences, although direct communication is recommended for personalized queries.

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\n\nThe combination of professional expertise, accessible services, and positive client feedback positions Milestone Independent Financial Planners as a reliable choice for anyone seeking to navigate their financial future with confidence.\n",
"summary": "Milestone Independent Financial Planners offers professional and accessible financial planning services in Groby, Leicester, with high client satisfaction ratings.",
"keywords": ["Financial Planning", "Independent Financial Advisors", "Wheelchair Accessible", "Groby Leicester", "Client Reviews"],
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This JSON content provides a comprehensive overview of Milestone Independent Financial Planners, including their location, services, accessibility features, and client feedback, all formatted according to the specified requirements. The content is structured with HTML tags for headings and lists, and includes key points highlighted in bold and italics for emphasis. The average opinion of 5/5 is reflected in the description, and the company's specialties and recommendations for potential clients are clearly outlined.

👍 Reviews of Milestone (Independent Financial Planners)