Terms of BusinessPhilip J Milton & Company’s Terms of Business.
Discretionary Client AgreementAll clients who hold discretionary investments with us need to complete and sign this document.
Our Services and CostsImportant information about our services and their costs
Confidential Client QuestionnaireComplete this document to enable an adviser to offer a comprehensive review of your finances.
Risk Assessment QuestionnaireComplete this document to enable us to tailor our advice to your requirements.
Will Planning QuestionnaireIn order for a Will to be created that best matches your wishes, please complete this document
Budget PlannerComplete this document to enable us to tailor our advice to your requirements.
Equity Release FactsheetImportant information about our Equity Release Services and their costs.
Mortgage KeyFactsImportant information about our Mortgage Services and their costs.
Mortgage FactsheetGeneral information about the mortgage options that may be available to you.
Mortgage Incentive QuestionnaireComplete this document to enable an adviser to offer a suitable mortgage recommendation to you.
Mortgage Fee AgreementComplete this document to enable an adviser to offer a comprehensive review of your mortgage.
ISA Application FormComplete this document to add funds to your ISA
Complaints ProcedureImportant information about how to make a complaint.