Barnstaple Wealth Manager Retains Chartered Firm Status!

The Chartered Insurance Institute (CII) has once again awarded the prestigious ‘Chartered Financial Planners’ title to Philip J Milton & Company Plc, North Devon’s leading wealth management and financial advisory firm. This follows a rigorous, challenging and time-consuming renewal process!

Chartered status is an exclusive title only awarded to firms which meet demanding criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Establishing the Barnstaple-based firm from his parents’ front room in 1985, managing director Mr Philip Milton commented “The last thirty-three and a half years have been a mainly wonderful journey for the Firm and its clients, without whom and our amazing staff, this fabulous accolade simply wouldn’t have been possible. We take great pride in the diverse service we offer to our clients, specialising in the staunchly independent discretionary investment management of their money but also advising them on financial matters, preparing their tax returns, writing their Wills and often helping to settle estates of their loved ones. It is truly special to be able to help so many people over so many years.”

Mr Philip Milton, who holds the individual Chartered Financial Planner title along with four of his fellow adviser colleagues, went on to say that securing and retaining Chartered Financial Planners status is a landmark for the company: “We have always prided ourselves on being thoroughly professional in everything we do and for a comparatively small firm in the South West to receive external recognition in this way is very gratifying. As North Devon’s first Firm to be awarded ‘Chartered Financial Planners’, we can signal our continued commitment to the highest levels of service to our customers.”

To date, only a little over 900 firms have met the high standards of professionalism demanded to achieve Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

On behalf of Philip J Milton & Company Plc

For further information or photo, please contact 01271 344300 – Email

Mr Philip Milton

Managing Director

Background information

The CII is the premier professional body for the insurance and financial planning professions. It promotes higher standards of integrity, technical competence and business capability.

With over 120,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to these sectors.

Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and subscribe to the standards associated with professional status.

The CII works with businesses to develop bespoke, company-wide solutions that ensure competitive advantage by enhancing employees’ technical and professional competence.

Individually, CII’s members are able to drive their personal development and maintain their professional standing through an unrivalled range of learning services and by adhering to the CII’s Code of Ethics.