The Milestone Advice Process (MAP) was developed to provide a structured and consistent approach to working with our clients, to achieve our goal of helping you to maximise your financial outcomes.
To help you get a sense of what we do and to help us get to know you – an initial no obligation meeting is arranged. This should assist us with taking things to the next stage.
We will require you to complete our financial advice planner, either online or on paper. This will capture all of the relevant information to assist us in our review.
We determine your attitude and aptitude for investment market risk by assisting you to complete a simple questionnaire along with other information that we gather.
Having met you and reviewed your circumstances, we can now establish and agree your financial goals and objectives.
You may have many goals, but only the financial capacity to implement a few – we help you prioritise these.
Having analysed all of the information we then make formal recommendations for you. These capture the immediate priorities and longer term financial needs.
Having agreed the recommended strategy, we implement any required financial products. We help you complete the paperwork and liaise with product providers on your behalf, to ensure all documentation is finalised.
We agree a schedule of ongoing reviews. These will ensure that your goals and objectives remain on track and that any solutions in place are delivering as required.
Canal House, Canal Road, Dublin 6
01 406 8021
Terms and Conditions
Terms of Business
Milestone Advisory DAC t/a Milestone Advisory is regulated by The Central Bank of Ireland
Milestone Advisory is an operating division of CPAS