Milestone
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
New Walk Fl 3 Ste 3, Leicester, Leiceste...Phone Number
+44 1162081480Website
www.milestonewealth.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1
About Milestone
Milestone Wealth offers independent fixed fee financial planning and advice in Leicester, focusing on services such as pensions, retirement, investments, protection, and estate planning. They provide bespoke financial planning tailored to individual client needs, ensuring clients understand their financial situation and future goals. The company emphasizes sustainable investments and offers jargon-free advice with ongoing support throughout the financial planning process. Milestone Wealth is recognized for its proactive approach and is led by an award-winning chartered financial planner.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Milestone
<$5M
1-10
Private
-
2017
N/A
Company Profile Activity
Activity Insights
Milestone is experiencing very low activity levels compared to other companies in the Finance sector.
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Milestone Wealth offers independent fixed fee financial planning and advice in Leicester, focusing on services such as pensions, retirement, investments, protection, and estate planning. They provide bespoke financial planning tailored to individual client needs, ensuring clients understand their financial situation and future goals. The company em... Read More
