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Chesterfield financial planners strengthen team with two new recruits

Chesterfield firm Milestone Financial Planning has strengthened its team further with two new recruits - Joanne Taylor and Jake Bennett.

Joanne joins the team as a Technical Administrator bringing more than 20 years of experience in administration and office management to the role.  She has returned to an administration role and the UK after having lived in Egypt for seven years where she held the role of Assistant Spa Manager for seven years. Keen to be back with her family, Joanne returned to Chesterfield last year where she initially took up the role of receptionist at a local hotel.

Commenting on joining Milestone, Joanne said:

“I’m delighted to be working with the fantastic team here at Milestone Financial Planning. They’ve made me feel very welcome. The company has great plans for the future – I’m excited to be a part of it all. I feel that I will be able to grow and develop within the company and I can’t wait to get my teeth stuck into something new.”

Joanne is joined by Jake Bennett (22), who has been appointed as a Business Administration Apprentice. The former Outwood Academy student has joined Milestone from Leeds Beckett University where he was studying Accounting and Finance. The prospect of earning while he learns, rather than building thousands of pounds of university debt, attracted Jake to the role.  

He commented:

“When I spoke to the guys at Milestone, the vision of the business just blew me away. This is such a fantastic opportunity for me to learn about the sector, gain qualifications and earn a wage with a great company.

“I hope to become a fully qualified financial adviser with Milestone in the future. I’m excited to really kickstart my apprenticeship and can’t wait to see what the future holds.”

To find out more about Milestone Financial Planning, please visit


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