Barnstaple-based Wealth Manager in the Top 100 in the Country

Barnstaple based Philip J Milton & Company Plc has made it into the Citywire New Model Adviser Top 100 again this year. This is indeed quite an accolade following such a year when Covid induced more troughs than peaks it seemed. The pandemic saw many investors panicking themselves into selling whilst others sat tight and rode out the storm. It must be said that many once-in-a-generation opportunities came from the turmoil resulting in the Company having its best investment performance period since its inception in 1985.

Managing director Philip J Milton said ‘2020 was traumatic but we kept our nerve, using our significant experience and qualifications to do the ‘right thing’, sticking to our value-based strategies. We have continued to hone our investment management systems and widen asset types to broaden opportunity and reduce overall risks further.  They are indeed unrivalled in the industry and at very competitive cost too, with complimentary review advice as part of the service for clients’.

Due to its success and excellent career progression programme, the Company is creating opportunities for members to join the team and for a variety of positions.   The Company now manages over £235million on a discretionary basis in Pensions, ISAs, Portfolios and Offshore Bonds, for individuals, charities and corporations.   Wherever clients have funds needing opportunity of better returns, they have the systems to provide the best, independent choices from the whole marketplace.

For any more information, please email or call 01271 344300.