North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

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


  • 14th November 2021 29th September 2022 By Philip J Milton & Company Plc
  • Press Release
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...

SCORING GOALS FOR INVESTMENT CLIENTS


  • 3rd June 2021 29th September 2022 By Philip J Milton & Company Plc
  • Press Release
Leading independent investment managers and wealth advisers Philip J Milton & Company Plc of Barnstaple has just celebrated its best year’s performance for clients since the Firm was established in 1985. Keeping with the Firm’s tradition of doing what it can to support local charities and voluntary organisations, giving a little back to the very...

Financial Vulnerability Charter


  • 29th March 2021 29th September 2022 By Philip J Milton & Company Plc
  • Press Release
Philip J Milton & Company Plc is delighted to announce it has adopted the Personal Finance Society’s newly launched Financial Vulnerability Charter. Daily reminders occur of the scams and frauds happening to innocent, vulnerable people.  It is a constant concern.  We are very aware of the devastating impact such frauds can have and the Company...

Equitable Life


  • 10th September 2019 10th September 2019 By Philip J Milton & Company Plc
  • Press Release

The end is now in sight for the sad but inevitable demise of Equitable Life, once one of the biggest and most trusted pension firms. In 2000 it ran into awful financial difficulties after promising many of its then 1.5 million customers better payouts than could be delivered.

Barnstaple Wealth Manager Retains Chartered Firm Status!


  • 13th May 2019 13th May 2019 By Philip J Milton & Company Plc
  • Press Release

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!

North Devon business boosts local charity


  • 18th April 2019 18th April 2019 By Philip J Milton & Company Plc
  • Press Release

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.

Financial Adviser Sends Urgent Plea To North Devon Workers


  • 1st April 2019 1st April 2019 By Philip J Milton & Company Plc
  • Press Release

Mr Philip Milton, Managing Director of Philip J Milton & Company Plc, Barnstaple, has sent a message to all workers in North Devon and beyond, which is to join pension schemes as soon as they are available to them!

Act Fast to avoid Dividend Tax!


  • 19th March 2019 19th March 2019 By Philip J Milton & Company Plc
  • Press Release

With just a few weeks remaining before the end of the tax year, time is running out to use your tax-free ISA allowance. In addition to the well-known attraction of being completely tax-exempt, many investors are unaware of a small but hugely significant change to dividend tax, which make tax-free investment allowances all the more appealing.

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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

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