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 five of our advisers (including three directors) have attained the individual Chartered Financial Planner status.

Philip’s Comments
Weekly Column
Wealth Management

Our Directors

    Philip Milton

    Managing Director

      Scott Pickard


        Sandra Wonnacott


          Simon Valentine-Marsh


            Nikki Baker


            What our clients say about us

            “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.”

            LBJ, Lymington - March ‘19

            “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.”

            Robins, Barnstaple - Dec '18

            “Congratulations Philip, a tribute to your hard work, friendly customer relations and focus upon understanding personal investment needs without prejudice. Proud to have made Philip J Milton our personal choice. Well Done.”

            DED, Honiton - Dec '18

            “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 Simon, 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.”

            AD, Norfolk - May '18

            “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.”

            AJB, Bristol - February '18

            “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.”

            MJ, Braunton - January '18

            “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!”

            AD, Barnstaple - February '18

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