IFA Centre IFA
Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP | (Tel) 01271 344300 | info@miltonpj.net
Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million.
Terms of Business Philip J Milton & Company's Terms of Business.
Discretionary Client Agreement All clients who hold discretionary investments with us need to complete and sign this document.
Our Services and Costs Important information about our services and their costs
Mortgage KeyFacts Important information about our Mortgage Services and their costs.
Equity Release KeyFacts Important information about our Equity Release Services and their costs.
Confidential Client Questionnaire Complete this document to enable an adviser to offer a comprehensive review of your finances. 
Risk Assessment Questionnaire Complete this document to enable us to tailor our advice to your requirements.
Budget Planner Complete this document to enable us to tailor our advice to your requirements.
Will Planning Questionnaire In order for a Will to be created that best matches your wishes, please complete this document
Mortgage Factsheet General information about the mortgage options that may be available to you.
Mortgage Incentive Questionnaire Complete this document to enable an adviser to offer a suitable mortgage recommendation to you.
Mortgage Fee Agreement Complete this document to enable an adviser to offer a comprehensive review of your mortgage.
ISA Application Form (2016/17) Complete this document to add funds to your ISA for 2015/16
Complaints Procedure Important information about how to make a complaint.

 

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Buy to Let Mortgages, Claims Management Activity, Taxation & Accountancy, Probate Administration and Will Writing.

Financial services complaints we cannot settle may be referred to the Financial Ombudsman Service; www.financial-ombudsman.org.uk 0800 023 4 567. Details of our complaints procedure are available via the documents tab above.

Risk Warning - Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

Philip J Milton & Company Plc is authorised and regulated by the Financial Conduct Authority.
Philip J Milton & Company Plc is entered on the FCA register (http://www.fca.org.uk/register) under reference: 181768.
# Registered Office: Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP
Registered and Incorporated in England number 3233275 | VAT number 682 2544 28
A list of the Directors is available from the registered office

 

Copyright © Philip J Milton & Company Plc - 2016