Free Consultation

Free Consultation
Do you have a family member or friend who needs some friendly advice when it comes to financial matters? We offer a free one hour consultation that could help get their plans heading in the right direction.

If you have a family member, friend, or work colleague who needs help, talk to someone at Milestone. We are happy to arrange an appointment either at our offices (there are seven nationwide, and growing), via Skype, or at a meeting place that suits.

A one hour consultation will help iron out the difficulties, open up possible solutions, and give your friend or family the peace of mind they'll thank you for. You can rest assured they will be talking to a qualified adviser who is trained to listen closely to their needs, really understand their goals, and find the most practical and protecting way of achieving their dreams.

You can recommend your own adviser, or look through the profiles on this website under Meet the Team.

Consultations are conducted in confidence and without obligation.

Contact your local office for an appointment today