Milestone Wealth Management Limited is a small boutique financial planning company located in Fetcham Park House, Leatherhead, Surrey. We offer bespoke independent advice to a small number of clients. Our focus is on providing a relationship based service to clients who are near to, or in retirement. We work with clients and their families via our Private Client Service. Upon joining the service, you will be treated at all times, as an individual with unique needs. We focus on developing a long-term relationship, built on trust. This means that you receive continuity and peace of mind. It will also help us to ensure that we keep you on track with your plan to achieve financial security and enjoy your chosen lifestyle.
View Top Employees from MILESTONE WEALTH MANAGEMENT LIMITED| Website | http://www.milestone-wealth.com |
| Revenue | $12 million |
| Employees | 4 (1 on RocketReach) |
| Founded | 2010 |
| Phone | +44 1372 371030 |
| Technologies | |
| Industry | Financial Services, Investment Banking, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
Looking for a particular MILESTONE WEALTH MANAGEMENT LIMITED employee's phone or email?
MILESTONE WEALTH MANAGEMENT LIMITED Questions
The MILESTONE WEALTH MANAGEMENT LIMITED annual revenue was $12 million in 2024.
Neil Mumford is the Chartered Financial Planner and Director of MILESTONE WEALTH MANAGEMENT LIMITED.
1 people are employed at MILESTONE WEALTH MANAGEMENT LIMITED.
The NAICS codes for MILESTONE WEALTH MANAGEMENT LIMITED are [52, 5239, 523, 52399].
The SIC codes for MILESTONE WEALTH MANAGEMENT LIMITED are [62, 628].
Top MILESTONE WEALTH MANAGEMENT LIMITED Employees
Related Companies
