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 five of our advisers (including three directors) have attained the individual Chartered Financial Planner status.
What our clients say about us
“I would like to thank you very much indeed for your help and kindness over the last few years regarding my financial affairs. This has been very much appreciated especially when everything had to be sorted out when Roy died. I could not have managed without your expertise.”
“I am writing to say thank you for overseeing my finances these past few years. I know we have never met, but I have every confidence in you and the firm and knew I could leave them in safe hands.”
“I am very happy to see that my Portfolio is starting the new year on a good footing. Please convey my appreciation to the investment managers.”
“I thank you for all that you have done for us in these difficult times, which I think is nothing short of amazing. Thank you also for the stress that this removes knowing that all our financial worries are completely taken care of come what may. Thank you.”
“Thank you so much for all you do for us both. It has made a huge difference to our retirement and we both feel that without your expert advice we would be struggling financially and would be an awful lot poorer.”
“Many thanks for your expertise and professionalism over many years since 1994, in managing our shares related finances, and we are sure that you will be guided to make the right decisions, when passing through the choppy waters of Brexit, over the next few months.”
“Barring that I thank you for all that you have done for us in these difficult times, which I think is nothing short of amazing. Thank you also for the stress that this removes knowing that all our financial worries are completely taken care of come what may. Thank you.”
“Your letter was very helpful and I am amazed that the account has managed to remain so strong, and still generate a good income for me. Particularly at such a difficult time. You really have done very well, and thank you!”
“Well done Phillip and all your great staff. I have had complete trust in you since the early days in Litchdon Street. Long may your success continue and hopefully you can make me wealthy along the way.”
“It is now about 30 years since I first invested with the Company and in all that time we received a very high level of professionalism, helpfulness and kindness. Since Roy died I would like to thank you, for everything you did and are still doing to help me with my finances. Finances not my strong point but you have explained everything very clearly and you have guided me on making the right decisions and this has been very much appreciated.”
“We would like to thank you and your team for all the effort that you have applied to this task and all the excellent advice that you have provided. We will certainly recommend you to any other contacts that we make that need these services.”