"After working with Gareth, we are now retiring early (well, certainly from full-time work) and are over the moon! We’ve sold everything we own and are buying a boat and will be spending half the [...]
‘’David Jones has helped us enormously with advice about being able to take a percentage of Gareth’s pension, and we are feeling more comfortable now that our finances have been sorted out. We’ve [...]
"Parkgate has made a huge difference to our lives because Carl helped us to buy our first home. We were first-time buyers and had never done this before, so it was really helpful to have him take [...]
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 firstname.lastname@example.org 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.