Founded in 1985, Philip J Milton & Company Plc was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. It is independently owned by Managing Director Philip Milton and co-director Helen Milton.

The Company is proud to offer a fully independent financial planning and wealth management service to individuals, companies, trusts and charities from its sympathetically restored Grade 2 listed property in beautiful North Devon. It also offers a Taxation and Accountancy service along with a department undertaking Will Writing, Trusts, Probate and Estate Administration. In 2018, the Company was proud to be awarded the prestigious Corporate Chartered Firm status by the Chartered Insurance Institute (CII), the ultimate symbol of professionalism.

Find out more about Philip J Milton & Company Plc.

The Chartered Financial Planners status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism and capability. All chartered firms commit to a code of ethics, reinforcing the highest standards of professional practice in their business dealings. A chartered title is not simply recognition for passing exams but brings with it a number of serious obligations.

To date, fewer than 800 firms have met the high standards of professionalism demanded to achieve Chartered Financial Planners status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

As a firm we are incredibly proud that all three of our advisers (including two directors) have attained the individual Chartered Financial Planner status.

Philip’s Comments
Businessman is deeply reviewing a financial reports for a return on investment, ROI, or investment risk analysis.

Good news and a wind up

It is pleasing to report that the markets have decided to turn upwards slightly after a bit of a savaging as a result of the latest banking crisis. Unwatched by many (as few investors have had much exposure) the Japanese market has quietly been rising too, attracting overseas’ funds and companies there to buy record […]

Newsletters
Newsletter-Spring-2023

Newsletter-Spring-2023

Weekly Column
Pound coins pile with small plastic house on top

Planning ahead: Money changes still to come in 2023

What else is likely to happen in the months ahead to affect your outgoings and money matters, especially with costs continuing to increase, at least in the short term? London-based newspaper Metro has undertaken an interesting exercise looking at possible changes to household bills still to come in the rest of this year. Most are […]

Wealth Management
Discretionary Investor Brochure

Wealth & Investment Management Services

Discretionary Investor Brochure

Our Directors

    Philip Milton

    Managing Director

      Scott Pickard

      Director

        Sandra Bright

        Director

          Nikki Baker

          Director

            Felix Milton

            Director

            What our clients say about us

            Thank you for the wonderfully detailed accounts for my late husband’s estate administration.  Your help in all these things has helped me enormously and you have always been so very kind.  I am so glad I came to your Company and found such a splendid gathering of experts in so many fields.

            DF, Bideford - August 2022

            As long term clients of yours, my wife and I have every faith in your ability to handle our investments in the competent and professional manner that we have come to expect from PJM & Co

            JS, South Molton - July 2022

            May I thank you for handling my account over the last 30 years.  The modest monthly drawings I have made have helped boost my pension whilst maintaining the level invested, at least while inflation has remained low.

            DW, Bideford - June 2022

            I have been very impressed with your policy of a diversified portfolio which spreads the risks over a period of time, as I definitely did not want to be in a high risk policy.  Of course, due to the occasional financial situations caused by national or international conditions that resulted in all investments being severely affected temporarily, it did not seem long before the situation improved due to your diversification management.

            SL, Devon - June 2022

            I originally came to you as the result of seeing your leaflet in the Dove Christian Bookshop with a view to exploring how I could make some provision for my retirement through investing with you, I was not a wealthy person and was very pleasantly surprised by the kind way you welcomed me and advised me.

            RK, Staffordshire - June 2022

            We’re impressed with how our investments are standing up to tough times!  Thanks for your good work and for keeping in touch.

            JA, Yorkshire - April 2022

            We have basically put all our trust – and savings – into your company over the past decades, and have been very happy with our returns and with the service you offer.

            SD, 11602 - April 2022

            Thanks for continuing to provide a steady hand to guide our investments.  We continue to be very happy with the way that things are managed at Miltons.

            EJH, Essex - March 2022

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