Managing Director Philip J Milton
DipFS CFP FCIB FPFS

Authorised & Regulated by the Financial Services Authority

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Founded in 1985, Philip J Milton & Company Plc is proud to offer an holistic professional service centred upon its staunchly independent investment management, financial planning, taxation and accountancy services.
The Company has a reputation for professionalism and integrity and total funds under discretionary management have now broached £130 Million, involving individually tailored PEPs, ISAs, Portfolios and Pensions.

Professional, Independent, Comprehensive Advice on all aspects of financial planning.

 



Risk Warning

The value of investments and any income from them may fall as well as rise and investors may not get back the amount originally invested. Yield figures may vary and are not guaranteed. We may invest in funds that invest in overseas securities. The value of these investments may increase or decrease as a result of changes in exchange rates between the currencies. In addition, where investment is made in emerging markets their potential volatility may increase the risk to your investment.

Past performance should not be seen as an indication of future performance.

Authorised and regulated by the Financial Services Authority.

Philip J Milton & Company Plc                               
Head Office: Sterling House, 17 Joy Street, Barnstaple, Devon EX31 1HE
Telephone (01271) 344300                    
Fax (01271) 342810
 
Registered in England Number 233275  
VAT Number 682 2544 28      
Authorised & Regulated by the Financial Services Authority
 

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Copyright © Philip J Milton and Co Plc 2005