Milestone Wealth Management Limited

Financial Services • Kingston upon Thames, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	1 PARK ROAD HAMPTON WICK, KINGSTON UPON THAMES, KT1 4AS, GB
Phone number	+441372371030
Website	milestone-wealth.com
NAICS	52
Keywords	Pre And Post Retirement Planning
Founded	2010
Employees	1-10

Key Contact at Milestone Wealth Management Limited

Neil Mumford

Chartered Financial Planner and Director

Milestone Wealth Management Limited Email Formats

Milestone Wealth Management Limited uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@milestone-wealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@milestone-wealth.com	100%

About Milestone Wealth Management Limited

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.

Milestone Wealth Management Limited revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Milestone Wealth Management Limited has never raised funding before.

Frequently asked questions

Milestone Wealth Management Limited is located in Kingston upon Thames, England, GB.

You can reach Milestone Wealth Management Limited at +441372371030.

Milestone Wealth Management Limited was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Milestone Wealth Management Limited

Neil Mumford

Chartered Financial Planner and Director

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