IFA Centre IFA
Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP | (Tel) 01271 344300 | info@miltonpj.net
Philip J Milton & Company Plc offers a professional and affordable will writing service.

Our Will writing and executorship service is designed to complement the additional facets of our financial planning and taxation services. There are clear benefits in allowing each of these aspects to be catered for under one roof as it enhances our efficiency in attending to your affairs as a result of having more relevant information readily available.

We also offer a very cost effective, efficient and compassionate service. These are attributes which are usually taken for granted with any professional executorship yet, sadly, in far too many instances are not borne out by fact. It is the nearest and dearest who suffer at a time when they should not.

Looking at the issue of executorship charges, many professional organisations levy fees as a percentage of the value of the estate as well as for the amount of work involved. These executorship charges may not be disclosed when Wills are drawn-up. Whilst cost should not be the only reason for review, it is an important consideration and some scales are excessive

For a meeting or telephone appointment, preparation of a basic Will or Wills and an offer to store the finalised Wills indefinitely (without further charge), we are pleased to offer our services at £120 (+ VAT) for single Wills and £180 (+ VAT) for mirror Wills. If you require a more complex Will we shall confirm our terms to you beforehand and seek your consent to proceed before you incur any cost.

The Financial Conduct Authority does not regulate Will Writing. 

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