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.

Philip J Milton & Company Plc offers a comprehensive financial planning service and provides guidance concerning a wide range of sometimes complex advice areas. This can include:

  • Regular savings
  • Lump-sum investment
  • Retirement Planning/Pensions
  • School fees planning
  • Protecting your and your family's finances against the impact of death or ill-health
  • Tax Planning
  • Residential Mortgages / *Lifetime Mortgages
  • Buy to Let Mortgages
  • Estate Planning
  • Assistance if you believe you have been missold a financial services product in the past

Please do contact us to speak to one of our highly qualified advisers.

*This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

To understand the features and risks, ask for a personalised illustration. Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your repayments on your mortgage. Your home may be at risk if you fail to maintain your mortgage interest and capital repayments or those of any loans secured upon it. The Financial Services Authority does not regulate Buy to Let Mortgages or Claims Management Activity.

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