Financial Planning

Philip J Milton & Company Plc offers a comprehensive financial planning service and provides guidance concerning a wide range of sometimes complex advice areas. This can include:

  • Lump-sum investments
  • Regular savings
  • Retirement planning/Pensions
  • Options at retirement
  • Probate Administration
  • School fees planning
  • Protecting you and your family’s finances against the impact of death or ill-health
  • Estate planning (including Trusts, Wills and Powers of Attorney)
  • Tax planning
  • Residential Mortgages /*Lifetime Mortgages
  • Buy to Let Mortgages
  • Assistance if you believe you have been mis-sold a financial services product


*This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration. Think carefully before securing other debts against your home. Your home may be at risk if you fail to maintain your mortgage interest and capital repayments or those of any loans secured upon it. The Financial Services Authority does not regulate Business Buy to Let Mortgages.