About Us.

Milestone Advisory was established in 2014 by CIF Pensions Administration Services Limited DAC (CPAS) to bring expert financial advice to members of the construction and related industries.

Our rigorous approach to personal and company financial planning delivered by our highly qualified team, combined with our specific industry focus brings unrivalled advice benefits to both employers and individuals. Research has proven that better financial outcomes are achieved by people who work with a financial expert.

Our values are core to our practices:

Focus on outcomes: We are driven by your success.
Fairness: We are driven by your interests only.
Honesty & Respect: We tell you when you need to hear.
Value: We are fair and transparent in charges.
Long-term relationships: We seek relationships that will last for many years.
Best practices: We are obsessed with quality at every step.

Meet the Management Team

Our Areas of Expertise.

The team in Milestone Advisory combine both expertise and experience to achieve the very best financial outcomes for our clients. We work with our clients to achieve their financial goals in a number of important areas throughout their financial lifecycle.

Family and Business Protection: While you can not predict the future, you can protect your family and business in the event of unforeseen events such as death, serious illness or accident. Knowing you are protected, allows you to manage your future with confidence. Learn more about our protection services here.

Retirement Planning: We work with construction professionals approaching retirement. There are many important decisions to be made in relation to the structure and timing of your benefits and when to take them. We will guide you in making these choices and help you maximise the tax efficiency of your retirement strategy.

Post Retirement Management: When our clients retire, they safe in the knowledge that their retirement fund is managed wisely. We help our clients determine the optimal drawdown approach, develop an appropriate post-retirement investment strategy and help plan their wealth transfer in a tax efficient manner.

Investment Management: We help our clients to manage their investment assets wisely, ensuring they maximise their wealth in a risk-controlled manner. Our team of consultants work with clients to identify clear investment goals over multiple timeframes and design strategies to help them achieve their financial goals.