Milestone Wealth Management Limited

Reference number: 476162

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Appointed representative

This firm does not hold FCA authorisation of its own. It 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.

Identity

Check their details

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

  • Verified phone number

    01372 371030

  • Verified address

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

Company details

From the company's Companies House record.

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)

Current directors and secretaries

Name Role Born Appointed
Neil Mumford Director Jan 1964 15 Jul 2010
Sharon Turner-Mumford Secretary Not published 15 Jul 2010

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Milestone Wealth Management
  • Neil Mumford

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Common questions

Frequently asked questions

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.
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.
Is Milestone Wealth Management a scam or clone?
Milestone Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Milestone Wealth Management's Firm Reference Number (FRN)?
Milestone Wealth Management's FRN is 476162. You can verify it on the FCA register.