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...

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...

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...

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.

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!

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.

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!

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.