ABOUT US

Milestone provides a new perspective on financial planning. We are here to make a positive difference to peoples’ lives. To do so, we put your life, and not just your money, at the heart of our financial planning advice. With our modern offices based in Thornton Hough, our team of independent financial planners work across the North West and beyond, providing clear, bespoke and impartial financial planning.

Our experienced financial planners have been providing expert independent financial advice for many years. As well as taking our clients on a journey, we’ve evolved ourselves. Now more than ever we recognise the value of talking about your life and not just your money.  We embrace evolving technology, new financial options and your own expectations to deliver expert advice that gives you clarity and comfort about your financial future.

A RICH HISTORY OF INDEPENDENT FINANCIAL ADVICE 

Our team

We are here to help. Our team has many years combined experience in managing clients’ financial affairs. By really caring about making a positive difference to people’s lives, we have a culture of achieving the very best outcomes for Milestone’s clients within our entire team.

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You are at the heart of our journey

We pride ourselves on helping you achieve your life goals, whatever they may be.

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Read ‘Parklife’

Sharing the latest news and views is important to us at Parkgate. That’s why we have our own magazine, written with your interests in mind. It’s yours to download free.

Book your free meeting

Discover how you could be using your money to make the most of your life.

Arrange your free initial meeting with our expert financial advisers today.





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