IFA Centre IFA
Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP | (Tel) 01271 344300 | info@miltonpj.net
The Company has been responsible for managing client money on a discretionary basis since 1987 and funds under our independent management have since broached £100 Million.

Discretionary Management

Whether you require income, capital growth or a balance of the two, after considering your individual circumstances and objectives if we have identified that use of our discretionary investment management service is suitable for your needs then we can create a personalised investment strategy which may include (but is not restricted to) Portfolios, Stockmarket ISAs, Pensions and Offshore Bonds.

Building and monitoring a successful portfolio of investments takes considerable time and demands a thorough understanding of market opportunities. Inevitably these change over time and by managing your funds on a discretionary basis, we are able to react to these changes without delay and in accordance with your best interests.

Once you agree to appoint us as your discretionary investment manager, then we shall make all of the investment decisions on your behalf for as long as the agreement remains in effect. This is perfect for investors who require their funds to be managed by an experienced professional Firm but prefer not be too involved (or perhaps do not have the time) in the day to day specific investment decisions. This addresses complex issues for you such as asset allocation, diversification of risk and the selection of individual holdings to meet your overall investment expectations. Consolidated and simplified Tax reporting is also included where required.

You can rest assured that your investment is being managed with the care and professionalism it deserves, allowing you the time to focus on what is important to you (albeit that we do encourage a regular review meeting with you to discuss changes to your circumstances, needs and views on investment risk to ensure that the agreed investment strategy remains suitable for your needs or is otherwise adapted to ensure that this is the case).

 

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