T: 0151 329 2272 Contact Us
  • Home
  • About us
    • About us
    • Meet the Team
    • Careers
    • Blogs
    • Unhappy With Us?
  • Client Stories
  • What We Do
    • Pensions & Retirement Planning
    • Mortgages
    • Financial Planning
    • Investments
    • Estate & Inheritance Tax Planning
    • Equity Release
    • Protect What’s Important
    • You and Your Business
  • Client Login
  • Pensions & Retirement
  • Mortgages
  • Financial Planning
  • Investing
  • Other Services
    • Protect What’s Important
    • Equity Release
    • Estate & Inheritance Tax Planning
    • Advice for Business Owners
  • Home
  • About us
    • About us
    • Careers
    • Meet the Team
    • Unhappy with us?
  • Client Stories
  • Blog
  • Contact us
  • Client Login
  • Pensions & Retirement
  • Mortgages
  • Financial Planning
  • Investing
  • Other Services
    • Protect What’s Important
    • Equity Release
    • Estate & Inheritance Tax Planning
    • Advice for Business Owners
  • Home
  • About us
    • About us
    • Careers
    • Meet the Team
    • Unhappy with us?
  • Client Stories
  • Blog
  • Contact us
  • Client Login

Case Studies

The Volatility Premium

The Volatility Premium

By Gareth Higton
In Investments Investments and Tax Planning
Posted 14th February 2023

How much extra should you expect to receive for watching your investments go up as well as down?

READ MORE
What is ESG investing, and how do I know if it’s right for me?

What is ESG investing, and how do I know if it’s right for me?

By Gareth Higton
In FLP News & Blogs Investments and Tax Planning
Posted 9th November 2021

ESG (environmental, social, governance) investing could be good if you want to use your money to invest in and support companies that align with your values.

READ MORE
Heads you win, tails you don’t lose!

Heads you win, tails you don’t lose!

By Steve Braidford
In Protecting What's Important Protecting What’s Important
Posted 30th June 2021

Protecting your loved ones against death and serious illness. Plan for the worst and bet on what you really don't want, but hope for the best and celebrate when it happens!

READ MORE
What are the chances?

What are the chances?

By Steve Braidford
In Protecting What's Important Protecting What’s Important
Posted 19th August 2020

The Covid pandemic has turned all of us into experts in risk-taking probability. We look at being prepared for life's unexpected surprises and protecting what's most important to you.

READ MORE
Has lockdown got you thinking about your retirement?

Has lockdown got you thinking about your retirement?

By Bill Ward
In Pensions & Retirement Planning Pensions and Retirement Planning
Posted 22nd July 2020

Has lockdown given you a sneak preview of what your retirement might be like? Don't waste this once-in-a-lifetime opportunity to understand what you really want from the rest of your life.

READ MORE
Lasting Power of Attorney: why it’s like an insurance policy for good decisions

Lasting Power of Attorney: why it’s like an insurance policy for good decisions

By Barry Caldow
In FLP News & Blogs Inheritance & Estate Planning
Posted 14th July 2020

No-one likes to think of becoming incapacitated due to illness, age or accident. But the decisions to be made should this happen will directly affect your own lifestyle and wellbeing.

READ MORE
How much money will you need to retire?

How much money will you need to retire?

By Bill Ward
In FLP News & Blogs Pensions & Retirement Planning Pensions and Retirement Planning Z Our Experts View
Posted 28th May 2020

How much money should you be saving for your retirement, to enjoy a secure and comfortable lifestyle? We share some thoughts on retirement planning.

READ MORE
Who do  you love more, your children or the taxman?

Who do you love more, your children or the taxman?

By Gareth Higton
In FLP News & Blogs Inheritance & Estate Planning Inheritance & Estate Planning Z Our Experts View
Posted 27th May 2020

Every year, too many people die and leave their children with less of an inheritance, and more of a headache. We take a look at Inheritance Tax planning to pass on your wealth.

READ MORE
Categories
  • Case Studies
    • Inheritance & Estate Planning
    • Investments and Tax Planning
    • Pensions and Retirement Planning
    • Protecting What’s Important
  • FLP News & Blogs
    • Financial Planning
    • Inheritance & Estate Planning
    • Investments
    • News & Information
    • Pensions & Retirement Planning
    • Protecting What's Important
  • Uncategorised
  • Z Client Stories
    • Z Client Stories Home
  • Z Our Experts View
Request a Callback

    inancial-life-planning-chester-milestone-financial

    Lodge Court
    Neston Road
    Thornton Hough
    Wirral
    CH63 1JF

    TELEPHONE: 0151 329 2272

    EMAIL: enquiries@flpgroupltd.com

    Financial Life Planning’ is a trading style of Milestone Financial Planning Limited, which is registered in England and Wales no. 08130634. Registered office, Lodge Court, Neston Road, Thornton Hough, Wirral, CH63 1JF.

    Authorised and regulated by the Financial Conduct Authority. Milestone Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 586744.

    If you wish to register a complaint, please write to dpryce@flpgroupltd.com or telephone 0151 329 2272, or complete this form.

    A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

    Cookie Policy | Privacy Notice | Complaints | Web Design | Web Development
    Contact Us

    We're not around right now. But you can send us an email and we'll get back to you, asap.

    Not readable? Change text. captcha txt

    Start typing and press Enter to search