Managing Director Philip J Milton
DipFS CFP FCIB FPFS

Authorised & Regulated by the Financial Services Authority

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More About Philip J Milton & Company Plc
Founded in 1985 by Mr Philip Milton, one of the industry’s most qualified advisers and incorporated in 1996, the Company is one of the largest and longest established Independent Financial Advisers in Devon. It is regulated by the Financial Services Authority at one of the highest available categories, being one of very few authorised to undertake discretionary investment management for clients and to hold clients’ cash.
 


Funds under the Company’s management has now broached £112 million.
Unlike most in the industry, Philip J Milton & Company Plc places greater emphasis upon developing and maintaining longer-term professional relationships with clients by providing an ongoing investment management and aftercare service, not centred upon the sale of "products" for commission, as is so prevalent in the industry. This ensures that "best advice" for clients is maintained, both at outset and into the future.

What our clients say.....

A very belated thank you for your assistance earlier this year in enabling me to withdraw from my investments. This was an urgent request at the time and necessary for me. My request was dealt with so efficiently and speedily with the best advice in how to avoid maximum costs. Thank you for this. My best wishes for continuing successes! - April 2006.

I would like to take this opportunity to say a very big thank you for the way your company handled our ISAs. Your sound advice and encouragement coupled with our nerve through the dark days of 2002/03, enabled us to settle our mortgage in 13 years from the start and only approx 6/7 years from investing with yourselves. - May 2006.

Just a quick line to thank you for the two reports just received and the great results achieved in them! The recovery over the last 3 years has been truly phenomenal and I am most grateful for your expertise in managing my savings. - May 2006.

The combined value of our accounts passed a significant landmark for us with the recovery of the substantial losses sustained under the guidance of our previous IFA during the period 2000 to 2003 due largely to their ‘do nothing’ approach to our investment. We can now look forward with a degree of confidence to our investments providing us with additional income through our retirement, which was the sole point of their creation. - May 2006.

We would like to express how very pleased we are with our return of investments with you. Thank you very much for an excellent service. - May 2006.

Thank you for your excellent efforts with my investments. - May 2006.

I would like to say how much I appreciate the service you always give me. It gives me great peace of mind to know that our affairs are in such capable hands! - May 2006.

We would like to say how really delighted we are with the excellent results you have been achieving for us. Thank you so much! - July 2006.

Many thanks for your latest newsletter which arrived in the week and has now been read cover to cover! Every time I read of P J Milton & Company Plc I thank the fact that we came to you all those years ago to give you ‘our then’ small savings portfolio and trust. We have never been disappointed. I am sure that we are far better off now than if we had gone to one of the myriad other financial advisers who were at that time touting for business and have since lost a lot of their clients’ funds or have ‘gone out of business’! We are both very grateful for the sound financial advice and for your friendship you give to us. - July 2006.

I will certainly recommend your excellent services to all my friends. - Aug 2006.

Thank you for continuing good service - I am relaxing about money as I know my funds are in good hands! - Aug 2006.

 

 

 

Risk Warning

The value of investments and any income from them may fall as well as rise and investors may not get back the amount originally invested. Yield figures may vary and are not guaranteed. We may invest in funds that invest in overseas securities. The value of these investments may increase or decrease as a result of changes in exchange rates between the currencies. In addition, where investment is made in emerging markets their potential volatility may increase the risk to your investment.

Past performance should not be seen as an indication of future performance.

Authorised and regulated by the Financial Services Authority.

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