Milestone Financial Planning Revenue

Financial Services • Chesterfield, England, United Kingdom • 1-10 Employees

Milestone Financial Planning revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Milestone Financial Planning

Nick Evans

Director & Financial Planner

Company overview

Headquarters	Unit D Dunston Court, Dunston Road, Chesterfield, Derbyshire S41 8NL, GB
Phone number	+444517317
Website	milestonefp.co.uk
NAICS	52
SIC	628
Keywords	Investments, Pensions, Business Protection, Wealth Management, Retirement, Savings, Isas, Exit Strategies, Long Term Care Planning, Independent Financial Advice, Financial Protection
Founded	2016
Employees	1-10
Socials

Milestone Financial Planning Email Formats

Milestone Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@milestonefp.co.uk), used 50% of the time.

Format	Example	Percentage
{first initial}	j@milestonefp.co.uk	50%
{first name}	john@milestonefp.co.uk	50%

About Milestone Financial Planning

Whether planned or unforeseen we’re here to help with every financial milestone in your life – whether it’s exiting a business, retirement, protecting your income or dealing with the unexpected (and everything in between). We’re unlike any firm of independent financial advisers in and around Chesterfield. Our approach looks at the bigger picture - managing risk, structuring your investments, keeping tax to a minimum and creating a legacy for your loved ones. We are Independent Financial Planners which means that we are not tied to any financial institution nor do we get paid by anyone else other than our clients so rest assured it is always your best interests that come first. We deliver a full independent financial planning service to our clients , and are the go-to advisers for successful individuals. Come and start your journey with us and let us see where it takes us.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Intern

Employees by Department

Milestone Financial Planning has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Milestone Financial Planning has never raised funding before.

Milestone Financial Planning Tech Stack

Discover the technologies and tools that power Milestone Financial Planning's digital infrastructure, from frameworks to analytics platforms.

WP Fastest Cache

Performance

jQuery

JavaScript libraries

LiteSpeed

Web servers

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

WordPress

Blogs

RankMath SEO

SEO

Swiper

JavaScript libraries

Bootstrap

UI frameworks

Google Analytics

Analytics

Frequently asked questions

Milestone Financial Planning is located in Chesterfield, England, GB.

You can reach Milestone Financial Planning at +444517317.

Milestone Financial Planning generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Milestone Financial Planning has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Milestone Financial Planning was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Milestone Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Milestone Financial Planning

Nick Evans

Director & Financial Planner

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