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
financial goals

WELCOME TO MILESTONE ADVISORY.

We guide the financial decisions of our clients by following our carefully
developed and practiced Milestone Advice Process – MAP

How MAP can help you

OUR AREAS OF EXPERTISE.

We provide advice to address a wide range of financial challenges
to help our clients achieve their financial goals.

Family & Business Protection

Retirement Planning

Post Retirement Management

Investment Planning

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Our Views.

Benefit packages can play a crucial role in attracting and retaining staff

In her latest article, Susan O’Mara of Milestone Advisory highlights…
1st May 2019/by Michaela Courtney

What’s your financial plan for 2019?

In her latest article, Susan O'Mara of Milestone Advisory focuses…
1st May 2019/by Michaela Courtney

A Guide to Key Person Cover

Did you know that if you are a business owner, there is a way to protect your business in the event of the death or serious illness of an important member of your team?
11th September 2018/by MY_8190-g
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OUR PARTNERS.

As a fully owned subsidiary of CIF Pensions Administration Services (CPAS),
we are proud of our links to our partner organisations.

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