All initial meetings are free of charge

All initial meetings are without obligation

Our charges will depend upon the nature of your enquiry and the work that we then undertake for you. This may involve fees, a commission or a combination of the two.

For the management of your investments on a discretionary basis, we charge only fees which are collected directly from the investment rather than you receiving a periodic invoice from the Company. For further information concerning our discretionary investment management charges please contact the Office and speak to one of our advisers or visit the Discretionary Client Agreement in our Document Library.

We can also derive income from commissions paid to us in respect of transactions in insurance, non discretionary managed pensions, annuities and regulated collective investment schemes. We shall inform clients of the amount of these commissions and where relevant whether a fee will apply.

We shall notify our clients in writing and seek consent before we carry out any chargeable work.

 
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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