Milestone Financial Planning

Financial Advisor in Chesterfield, Derbyshire S41 8NL

Get a quote Call 01246 903053

About the Business

Whether planned or unforeseen, we’re here to help with every financial milestone in your life – whether it’s exiting a business, retirement, protecting your income or dealing with the unexpected (and everything in-between), we are the go-to advisers for successful individuals.

Our approach looks at the bigger picture – managing risk, structuring your investments, keeping tax to a minimum and creating a legacy for your loved ones. We work collaboratively with local, trusted and reputable accountants and solicitors – making life easier for you.

Business Services

Financial Protection

Your future is unknown and it’s important to consider the risks and be prepared if things don’t go to plan, which is where financial protection comes into play.

Did you know that more than one in six working families would receive little or no help from the state and see their income drop by a third* if the main earner became unable to work? Make sure that you don’t become one of these statistics and talk to our expert team, who will make sure that what’s important to you; for example, your family, lifestyle and home (rent or mortgage), are protected in the event of the worst-case scenario.

The Milestone team will identify whether you need financial protection insurance and what type of protection you might need by looking at the whole picture. For instance: What savings do you have? Do you have a mortgage or any debts you need to pay? Do you already have any insurance products, and if so what do they cover?

No two people are the same and the type of protection you need will depend on your personal circumstances and stage in life. Don’t worry though, our team of experts will work with you to determine the coverage you need to ensure the financial well-being of your family and at the best possible price.

Business Protection

We believe Business Protection Insurance should be a key part of your business plan. Many businesses overlook protecting their most important assets: their owners and key people. Too few businesses cover the things that could finish the company and its income – the death or illness (including critical illness) of a business owner or key person.