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!
Entries by Philip J Milton & Company Plc
Buy to Let Property
What Are Our Client Relationships Like?
do try our hardest to be responsive and prove that our clients’ needs are our best interests. We are not perfect but we give our best and believe we have instilled this within our staff too as long-term ethics and professionalism, albeit with a mantra that ‘however good we do something we can always try to do it better’.
Pension & Savings Time Bomb
Over Reliance on State Benefits
Markets
Charity Support
A small North Devon charity, Flying Fish Artists that supports people who have experienced mental health issues by using art as a means of therapy, has received a much welcome funding boost from a local business. We have awarded a grant of £2,100 from our fund administered by Devon Community Foundation.
Highest Level of Inheritance Tax (IHT) Receipts
Record High Dividend Income
North Devon business boosts local charity
A small North Devon charity, Flying Fish Artists that supports people who have experienced mental health issues by using art as a means of therapy, has received a much welcome funding boost from a local business. A grant of £2,100 was awarded from The Philip J Milton & Company Plc Fund, a philanthropic fund administered by Devon Community Foundation.