North Devon's Leading Wealth Managers

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  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
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  • Contact Us

North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

Slide

ISA

Application Form

Application Form (Attorney Completion)

Direct Debit Form

Transfer Form

Claim Form

ISA Claim Form (for completion by Attorney)

Terms and Charges

Terms of Business

Discretionary Client Agreement

Our Services and Costs

Complaints Procedure

Services and Fees Agreement

Conflicts of Interest Policy

Mortgage

Equity Release Factsheet

Mortgage KeyFacts

Mortgage Factsheet

Mortgage Incentive Questionnaire

Mortgage Fee Agreement

Portfolio

Application Form

Direct Debit Form

Transfer Form

JISA

Application Form

JISA/CTF Transfer Form

Direct Debit Form

Pension

Application Form

Transfer Form

Direct Debit Form

Employer Contribution Form

Questionnaires

Confidential Client Questionnaire

Risk Assessment Questionnaire

Will Planning Questionnaire

Budget Planner

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Taxation & Accountancy
  • Mortgages
  • Probate and Estate Administration’
  • Will Writing & Executorship
  • Share Dealing
  • Business Financial Planning
  • Trusts & Estate Planning
  • LPOA
  • Claims Management
  • Documents
Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

Financial Ombudsman Service

Copyright © 2023 Philip J Milton & Company Plc
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