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 600 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 (who are also all directors) have attained the individual Chartered Financial Planner status.


Updates from Philip J Milton & Co Plc

Philip J Milton & Co Plc – Board Members

    Philip Milton

    Managing Director

      Scott Pickard

      Director

        Sandra Bright

        Director

          Nikki Baker

          Director

            Felix Milton

            Director

              Helen Milton

              Director

                Adam Cooke

                Non-Executive Chairman

                  Steven Dalzell

                  Director

                  What our clients say about us

                  I cannot tell you how much peace of mind it gives me to know that you will – as you always have done – act in my best interests. After twenty years with your firm, I know I can trust you – that is priceless these days, especially when one has no family whatsoever to turn to. Thank you – a heartfelt testimonial!

                  LR Devon - Feb 2025

                  Thank you so much for your assistance with my Mum’s estate, it really did make my job a lot easier.

                  JB Kent - January 2025

                  Thank you for your assistance in this matter, you have been very efficient. I have been very impressed with the service provided.

                  LS Sevenoaks - January 2025

                  Thanks for all your hard work throughout the year, have a well earned break!

                  SH Dartford - December 2024

                  Thank you and Scott very much for all the help I have received during the last few months, particularly from Scott who was an absolute rock when trying to sort out the best way forward around the time of what is turning out to be a disastrous budget.

                  JT Barnstaple - December 2024

                  Life is not easy when you lose a loved one after 59 years, but you have made the probate process very easy and straight forward and for this I am very grateful.

                  EA Barnstaple - October 2024

                  I want to thank PJM & Co for being so helpful to my brother whilst he was alive to assist in him obtaining compensation and to thank everyone since his passing in assisting her. She feels that we are a caring company.

                  CH Hereford - April 2024

                  I am so very grateful for the substantial amount of time that Scott has given me and also for all the help that Philip have given me in the past.

                  RC Torrington - April 2024

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