The safety of our customers, team members and wider community is our priority. Our team is working remotely while maintaining the same high level of service for our clients.
Critical Services Prioritised.
Our focus is to maintain critical day-to-day services and the timely processing of financial transactions and advice. We have been in touch with all the Life Assurance companies we hold agency with to ensure that all of their critical services remain in place. These include the payment of ARF income, other pension benefits, income protection claims, investing contributions and investment fund switches.
Continuity of Service.
We have robust business continuity plans in place to maintain critical services for all our clients. In keeping with Government guidelines only key, essential staff are working from our offices.
Bespoke retirement planning and careful management of your post-retirement assets
Expert, Impartial Financial Advice.
Financial advice and product selection based solely on maximising your financial outcomes
Long-term financial guidance.
Milestone Advisory works with you throughout your financial lifecycle, guiding you to achieve your
OUR AREAS OF EXPERTISE.
Focused on the construction and related industries, we provide financial advice to our clients.
From lifestyle planning to life and business protection, we can help you identify and achieve your financial goals.