All of our Documents are in PDF format. You will need Adobe Reader to read them. If you do not have it installed on your computer, you will need to download it (Adobe Reader is a free software). Click here to download Adobe Reader.

Philip J Milton & Company's Terms of Business.
All clients who hold discretionary investments with us need to complete and sign this document.
Important information about our services and their costs
Important information about our Mortgage Services and their costs.
Important information about our Equity Release Services and their costs.
This document gives details and statistics regarding our managed investments.
Complete this document to enable an adviser to offer a comprehensive review of your finances. 
Complete this document to enable us to tailor our advice to your requirements.
Complete this document to enable us to tailor our advice to your requirements.
To open or add funds to your existing ISA, please complete this form.
This will enable regular contributions to be made to your ISA
Complete this form if you wish your existing ISA to be transferred to our management.
This form is required to open an investment portfolio. 
Complete this form and a T001 form (see below) to open a Pension account.
Complete this form to open any Transact account.
Complete this form and a T001 form (see above) if you wish to transfer your existing Pension to our management.
In order for a Will to be created that best matches your wishes, please complete this document
General information about the mortgage options that may be available to you.
Complete this document to enable an adviser to offer a suitable mortgage recommendation to you.

 

 
mim
mim
mim
mim
mim
mim
mim
mim
mim
mim
mim
 

 

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.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.

Stock Market Data - All Stock Market Data on this site is provided courtesy of www.bbc.co.uk (in conjuction with DigitalLook.com). Please note that the data is for your general information and enjoys indicative status only. Philip J Milton & Co Plc, the BBC nor Digital Look accept any responsibility for its accuracy or for any use to which it may be put. All share prices and market indexes delayed at least 15 minutes. 52 week high and low values are calculated from close price data. Click here for the BBC's terms and conditions

Philip J Milton & Company Plc is authorised and regulated by the Financial Services Authority.
Philip J Milton & Company Plc is entered on the FSA register (http://www.fsa.gov.uk/register) under reference: 181768.
Registered Office: Sterling House, 17 Joy Street, Barnstaple, Devon EX31 1HE
Incorporated in England number 3233275.
A list of the Directors is available from the registered office

Copyright © Philip J Milton & Company Plc - 2010