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.
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.
What does the banking crash mean for us?
What is it about March and crises affecting the financial markets? So Credit Suisse, one of the bastions of the Swiss banking industry has been swallowed by UBS and with a big write-down for its shareholders and 100% losses for those with the riskiest of its bonds. The reverberations appear to be continuing. Global […]
What is the cost of retirement?
Have you considered how you will manage when you retire? Unfortunately, many people don’t and a recent study has shown the amount needed to have a ‘comfortable’ retirement is increasing. According to data from the Pensions and Lifetime Savings Association, the minimum cost of retirement is up by about 20% from 2021 to 2022. That […]
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.
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
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.
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.
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.
We’re impressed with how our investments are standing up to tough times! Thanks for your good work and for keeping in touch.
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.
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.