CLIENT LOGIN

Welcome to your client portal

As a valued client of Milestone Financial Planning Ltd, you have your own personal finance portal, where you can view your finances in one place, 24/7, on any mobile or web device.

It enables you to view your fund information and financial portfolio in an instant. So whether you’re looking for an up-to-date valuation of your portfolio or want to assess how you’re progressing against your goals, your portal has it covered.

Please click here to login:

LOGIN

If you are not already registered, please click here to register:

REGISTER

Please note that by doing so you will be leaving our Milestone Financial Planning Ltd. website, and will be connected to a third party web. We are not responsible for the information, content or product(s) found on third party web sites.

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.

Start typing and press Enter to search