Financial AdviserProfile

Milestone Financial Ltd

Public-record profile
46 Kensington Manor, Dollingstown, Craigavon, BT66 7HR
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Milestone Financial Ltd is listed as a FCA appointed representative in the BT66 7HR area. Registered at Companies House in 2014. FCA records list New Leaf Distribution Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2014
Type
FCA appointed representative
Company No.
NI627782
SIC
65110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

New Leaf Distribution Limited, FRN 460421 (Full)

Companies House

MILESTONE FINANCIAL LTD is active and was incorporated on 13 November 2014.

Nature of business: 65110 - Life insurance

Registered office: 46 Kensington Manor, Dollingstown, Craigavon, Armagh, BT66 7HR

Authorisations

FCAactive
Reference: 1004572
Type: FCA appointed representative
Company no.: NI627782
Verified: —
View public register

Company Snapshot

Industry
65110
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 November 2024
Accounts next due
31 August 2026
Accounts type
Micro Entity
Employees
1
Equity
£219,032
Fixed assets
£6,055
Current assets
£264,652
Net current assets/liabilities
£212,977
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

HENRY, Amy
Appointed 13 November 2014
DOB: 11/1978
HENRY, Jonathan Noel
Appointed 13 November 2014
DOB: 8/1975

Persons with significant control

Mr Jonathan Noel Henry
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 75 To 100 Percent
DOB: 8/1975

Recent Filings

10 November 2025
CS01
confirmation statement with no updates
18 June 2025
AA
accounts with accounts type micro entity
11 November 2024
CS01
confirmation statement with no updates
21 June 2024
AA
accounts with accounts type micro entity
24 November 2023
CS01
confirmation statement with no updates
7 July 2023
AA
accounts with accounts type micro entity

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Location

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You'll find Milestone Financial Ltd at the location shown on the map in Craigavon.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.