Philip J Milton DipFS CFPCM Chartered MCSI FPFS FCIB
Chartered Wealth Manager | Fellow Of The Personal Finance Society | Fellow Of The Chartered Institute Of Bankers
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.

A snapshot of what we do as wealth managers

Let’s start with some good news. The price of wheat is back to where it was before Russia invaded Ukraine. I bet you haven’t read that anywhere. It really is quite amazing however, now almost down half on its March high. At this rate we’ll be thinking of buying-in again as we sold ours (and […]

What’s the state of the nation?

So the Autumn Statement is behind us. Taxes are up and so we now face the highest tax burden since WW2 as well as ‘enjoying’ the biggest public spending since the 1970s. The ‘Office for Budget Responsibility’, a relatively recently created quango and chaired by Richard Hughes, (Ed Miliband’s former policy adviser who was a […]

The science of investment explained

So US inflation is tidier than expected and the NASDAQ rises by 7.5% on the day (as it is hoped further interest rate rises may not happen and indeed the next may be downwards) and a further 2% the next day. The mainstream market likewise rocketed and the US Dollar fell significantly too.Generally, investors need […]