Milestone Wealth Management Limited

Reference number: 476162

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

REEF FINANCIAL LTD Reference number: 451784 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Milestone Wealth Management Limited (FRN 476162) is an AR of REEF FINANCIAL LTD (FRN 451784). When you use Milestone Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Milestone Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    01372 371030

  • Address

    Fetcham Park House, Lower Road, Fetcham, Surrey, KT22 9HD, United Kingdom

In the full report: 2 background checks

  • What kind of line 01372 371030 is
  • Who else gives the postcode KT22 9HD
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Milestone Wealth Management Former name
  • Neil Mumford Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Reef Financial Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07316017
Company status
Active
Company type
Private limited company
Incorporated
15 July 2010 (16 years old)
Registered office
1 Park Road, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4AS
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Neil Mumford Director Jan 1964 15 Jul 2010 None
Sharon Turner-Mumford Secretary Not published 15 Jul 2010 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£34.6k

−16% from £41.2k

Owed within a year

£25.0k

+69% from £14.8k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07316017. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Milestone Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2016

1 September 2016

  • Sharon Turner-Mumford became a part-owner (25–50% of shares)

Companies House

30 June 2016

  • Neil Mumford became the majority owner (50–75% of shares)

Companies House

2010

5 August 2010

  • Changed its registered name from "Neil Mumford"

FCA register

15 July 2010

  • Incorporated at Companies House

Companies House

2008

10 September 2008

  • Changed its registered name from "Milestone Wealth Management"

FCA register

2007

4 December 2007

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Milestone Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Fetcham

Reef Financial LtdFetchamAuthorised

In the Kingston upon Thames (KT) postcode area

20 Twenty Wealth Management LimitedAshteadAppointed representativeAlan John BalmerCobhamAppointed representativeAlison MorrisEsherAppointed representativeApp House LimitedChertseyAppointed representativeAspreys Commercial Finance LtdWeybridgeAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Milestone Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Milestone Wealth Management Limited FCA authorised?
Milestone Wealth Management Limited (FRN 476162) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Milestone Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Milestone Wealth Management Limited (FRN 476162) is an AR of REEF FINANCIAL LTD (FRN 451784). When you use Milestone Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Milestone Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Milestone Wealth Management’s phone number?
The FCA register lists the phone number 01372 371030 for Milestone Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Milestone Wealth Management a scam or clone?
Milestone Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Milestone Wealth Management?
Protection works through Reef Financial Ltd, the principal firm responsible for Milestone Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Milestone Wealth Management?
Companies House lists 2 people with significant control of Milestone Wealth Management: Neil Mumford (50–75% of shares) and Mrs Sharon Turner-Mumford (25–50% of shares).
Who runs Milestone Wealth Management?
Companies House lists one director of Milestone Wealth Management: Neil Mumford.
How long has Milestone Wealth Management been in business?
The company was formed on 15 July 2010.
What do Milestone Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £34.6k (−16% from £41.2k).
Does Milestone Wealth Management use any other names?
It has previously used 2 other names: Milestone Wealth Management and Neil Mumford.

Sources and links

The full report on Milestone Wealth Management Limited

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