Getting Started

Get Started On The Road To Financial Freedom By Having A FREE Consultation With A Milestone Financial Planner

  • Are you keen to look at your finances and see if there is room for investment?
  • Do you want to learn about the options you have available to grow your wealth?
  • Are you interested in learning about the roadmap for the next steps that Milestone suggests?
  • Are you tired of living pay to pay and want to start making actual progress?

If you answered yes to any of these questions then please complete the form below to request your FREE Getting Started Consultation TODAY.

What can you expect from the consultation?

  • A 60 - 90 minute discussion with one of our expert team
  • Our consultant genuinely seeking to understand you and the financial issues you are facing
  • A frank and honest discussion about the options that might be suitable for you
  • To clearly understand the services that Milestone offer and the cost of those services
  • A chance to decide if Milestone is the right fit for your needs

There is no cost to you for this meeting, it is simply to understand if we should be working together, and if so when and how. If we cannot see how Milestone can deliver significant value to you then we will recommend that you do not employ us as your advisers at this time – “it must be a win/win… or no deal”.

We know you are busy and time is precious so we'll organise a time for your consultation that is mutually convenient. As well as the option to meet in person, we are also happy to have the consultation over the phone or even via Skype when possible if you prefer.

Discover some of the reasons to choose Milestone here

Just complete the form below and one of our team will be in touch to organise a consultation.