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.

Are Markets Dear?

US companies bought-in and cancelled $736billion of shares, reducing supply and squeezing prices ever higher and some may say cynically the Executive bonuses which so often are awarded in stock options

Advisory Openings

We don’t often do this in these missives but perhaps we are being dilatory as we have a wide and varied readership! In a nutshell, we may have an opening for a qualified adviser to join our team.

How Good Is Your Financial Adviser?

You will recall that recently we were proud to be noted as one of the Top 100 financial advisers in the Country as allocated by a prestigious trade magazine.