IFA Centre IFA
Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP | (Tel) 01271 344300 | info@miltonpj.net
Please take a moment to get to know some of the Philip J Milton & Company Team.
  • Philip Milton
    Philip Milton
    (Managing Director)
  • Simon Valentine-Marsh
    Simon Valentine-Marsh
    (Director)
  • Scott Pickard
    Scott Pickard
    (Director)
  • Sandra Wonnacott
    Sandra Wonnacott
    (Director)

Philip J Milton DipFS CFPCM Chartered MCSI, Chartered Financial Planner, Fellow Of The Personal Finance Society, Fellow Of The Chartered Institute Of Bankers

Upon leaving school at sixteen, Philip joined one of the leading high street banks and quickly gained his banking qualifications. He founded Philip J Milton & Company in 1985, starting out from a room in his parents’ home in Georgeham. Philip manages the Company’s discretionary funds and is one of the longest-standing managers of the same funds in the whole industry. Philip has amongst the highest level qualifications in the industry including an MBA, Certified Financial Planner and Chartered Wealth Manager. Philip has lived in North Devon all his life and is well-known in business and community circles being involved in many activities away from work too. He has also stood for Parliament but has retired from that pursuit now. He has been happily married to Helen since 1991 and they have four children.

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Sandra Wonnacott, Director.

Joined the Company in October 2002 as a receptionist and swiftly progressed to become PA to Philip by the end of that year. Sandra’s progression through the Company has continued and she was appointed a Director in January 2006. Sandra oversees the General Administration Department and the Tax and Probate Department and is currently studying towards the industry’s qualification for Trusts and Estates’ Practitioner having already achieved the STEP Diploma in Administration of Estates. Having lived in the area all her life, Sandra now resides in Tiverton.

Scott W J Pickard APFS, Chartered Financial Planner, Director

Joined the Company in November 1996 as a newly qualified adviser after a short spell working for an insurance company. He was appointed a Director in December 1997 and over the past eighteen years has continued to progress his professionalism by achieving a number of financial services’ qualifications including advanced qualifications in Taxation, Trusts, Pensions and Investment Management. Scott achieved Chartered Financial Adviser status in 2009. This is the highest level of qualification available in the Industry. Scott oversees the Mortgage Department and Will Writing and Trust Department. Scott has lived in North Devon all his life and now resides in Braunton with his partner.

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Simon Valentine-Marsh BA (Hons) APFS, Chartered Financial Planner, Director

Joined the company in June 2007 as a trainee adviser, having previously worked in an Insurance Company as a technical adviser, Simon quickly attained competent adviser status and progressed through the higher Chartered Insurance Institute qualifications becoming a Chartered Financial Planner in June 2012. Simon has advanced qualifications in Taxation, Trusts and Pensions as well as a BA (Hons) degree in Accounting and Finance. Simon was appointed as a Director of the firm in October 2012. Simon oversees the Advisory Department and assists Mr Scott Pickard with mortgage research. Simon lives in Tiverton with his wife and two children.

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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