Felix Milton APFS MAAT
Chartered Financial Planner | Member of the Association of Accounting Technicians
Adviser

About Felix

Felix was born in Barnstaple, grew up in Georgeham and has lived at Trimstone Manor near Ilfracombe since December 2008. His hobbies include motorcycling and rearing and collecting poultry! He is the oldest son for Philip Milton, the Company’s founder, and is keen to learn the business.


Current role

Chartered Financial Planner

Felix has worked for Philip J Milton & Company Plc since September 2013 .

When Felix gained his Financial Adviser qualifications in 2016, he was the youngest financial adviser in the Country. He is continuing his studies and has a growing client base within the Firm.


Qualifications

APFS, MAAT
GCSE, A Levels in Business and Economics and Accounting.
Certificate in Discretionary Investment Management
Certificate in Securities Advice & Dealing
Certificate in Advanced Mortgage Advice
Certificate in Mortgage Advice
AF3 – Advanced Diploma in Pension Planning


Previous professional experience

Felix has been part of the Firm by helping his father and through work experience programmes for as long as he can remember. He often helped to place the newsletters in envelopes when he was much younger to earn his pocket money!


Career goal(s)

Chartered Wealth Management Qualifications


Personal goal(s)

To become highly qualified in multiple specialist fields although primarily with regard to Wealth Management.