At Milestone Advisory DAC the safety of our customers, team members and wider community is a priority. We have taken steps to protect our people while maintaining a service to you during this time.
Our team is now working remotely to help maintain our service to you. You will still be able to email firstname.lastname@example.org with your queries and we will be working hard to respond as soon as possible.
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 of 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
Business continuity plans are in place to maintain these critical services. In keeping with Government guidelines, we only have a very limited number of staff in the office. Please communicate with us by email rather than post for the moment.
Maximise your Retirement Income
Bespoke retirement planning and careful management of your post-retirement assets
Impartial Financial Advice.
Financial advice and product selection based solely on maximising your financial outcomes
Long-term financial guide.
Milestone Advisory works with you throughout your financial lifecycle, guiding you to achieve your
OUR AREAS OF EXPERTISE.
We provide advice to address a wide range of financial challenges
to help our clients achieve their financial goals.