Philip J Milton DipFS CFP™ Chartered FCSI (Financial Planning), Chartered FLIBF, Chartered FPFS, Chartered Wealth Manager
Managing Director
Upon leaving school at sixteen, Philip joined one of the leading high street banks and quickly gained his banking qualifications. He founded Philip J Milton & Company in 1985, starting out from a room in his parents’ home in Georgeham. Philip manages the Company’s discretionary funds and is one of the longest-standing managers of the same funds in the whole industry. Philip has amongst the highest level qualifications in the industry including an MBA, Certified Financial Planner and Chartered Wealth Manager. Philip has lived in North Devon all his life and is well-known in business and community circles being involved in many activities away from work too. He has also stood for Parliament but has retired from that pursuit now. He has been happily married to Helen since 1991 and they have four children.
Oh what a show!
Oh what a Circus! Oh what a Show! Philip J Milton & Company Plc has gone to Town! We were delighted to host so many of our clients, friends and staff at the celebrations at Trimstone on 20 September! Sadly we had picked the worst-weather day for ages and right after it was lovely… The […]
UK growth pains, our 40th and testimonials
Oh dear, so the latest UK economics’ figures for the month suggest there was zero growth (and also August’s government borrowing was higher than expected as well). As I have shared before, chancellors pre-spend their projection of economic growth’s increased tax revenues so when it doesn’t happen… and the flip side is then more people […]
Stamp duty shenanigans dent confidence
Interesting times with politics and Stamp Duty shenanigans. They all affect investor sentiment too and confidence and upsets are not helpful. I do feel slightly sorry for Angela Rayner on this one in that one relies upon those completing the process to know what Stamp Duty to pay but of course if they were told […]