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.

Investment Universe

Recently we have been helping a client transfer to a leading alternative investment platform to consolidate his assets.

Income is King

So why did this recovery take place? Not only have literally trillions been poured into support and credit by central governments/banks

Market Values

The world’s biggest seventeen companies have added approximately $1.7trillion to their stock market capitalisations since the beginning of the year.