| Terms of Business | Philip J Milton & Company’s Terms of Business. |
| Discretionary Client Agreement | All clients who hold discretionary investments with us need to complete and sign this document. |
| Our Services and Costs | Important information about our services and their costs |
| Confidential Client Questionnaire | Complete this document to enable an adviser to offer a comprehensive review of your finances. |
| Risk Assessment Questionnaire | Complete this document to enable us to tailor our advice to your requirements. |
| Will Planning Questionnaire | In order for a Will to be created that best matches your wishes, please complete this document |
| Budget Planner | Complete this document to enable us to tailor our advice to your requirements. |
| Equity Release Factsheet | Important information about our Equity Release Services and their costs. |
| Mortgage KeyFacts | Important information about our Mortgage Services and their costs. |
| Mortgage Factsheet | General information about the mortgage options that may be available to you. |
| Mortgage Incentive Questionnaire | Complete this document to enable an adviser to offer a suitable mortgage recommendation to you. |
| Mortgage Fee Agreement | Complete this document to enable an adviser to offer a comprehensive review of your mortgage. |
| ISA Application Form | Complete this document to add funds to your ISA |
| Complaints Procedure | Important information about how to make a complaint. |
