Philip J Milton & Company Plc is an established, fully independent financial adviser and discretionary investment manager providing clients in Barnstaple, the UK and internationally with a reputable, comprehensive and trustworthy service.
Philip J Milton & Company Plc
Sterling House
17 Joy Street
Barnstaple
EX31 1HE
Philip J Milton & Company Plc was founded in 1985 by Mr Philip Milton to provide a fully independent financial planning and investment planning service. In 1996, the company became a Public Limited Company (Plc) and offers outstanding and trustworthy financial advice to the UK and internationally, whilst being based in Barnstaple, North Devon.
With over 25 years of experience, our staff are highly trained with qualifications beyond the required industry standard to ensure client satisfaction and to maintain the lead that the Company has. Authorised and regulated by the Financial Services Authority (FSA), Philip J Milton & Company Plc is regulated at one of the highest available categories and is authorised to hold client money. The company accounts are audited independently and full accounts are submitted and published to the FSA at regular intervals.
The Company's commitment to its clients, including the ongoing assessment and management of investments, alongside a vast knowledge and understanding of financial markets and long-term financial stability is the key to its success. Our client recommendations are the proof of the quality of our services.
Philip J Milton & Company Plc offers services including:
Discretionary Investment Management - The Company considers each investor's personal circumstances and then makes all the investment decisions on their behalf. We provide totally independent investment strategies for clients by building and monitoring the progress of their portfolios and reacting to market changes in accordance with the investors' best interests. We actively manage approaching £100m of clients' money in this way, taking advantage of opportunities from the whole universe of investment products and funds and responding to ever changing economic and investment circumstances as we believe best. Our greatest activity is continuing oversight, however and not constant change!
Retirement Planning - The Company provides advice regarding retirement objectives to ensure that when the time comes its clients will not be left disappointed. Too many have made too little or no provision or have left the review too late. With the rise in State Pension age and further reforms expected in the years ahead, are you still on track?
Taxation and Accountancy - Offering an efficient and professional service, Philip J Milton & Company Plc is extremely proud of its Taxation & Accountancy department. Key aspects of the department include: Taxation advice and planning, Personal/Trust/Estate Tax Returns & Reclaims, Book-Keeping, VAT returns and Payroll among others.
Will Writing, Executorship and Probate Administration Services - Offering a compassionate, cost-effective and efficient service to its clients by providing peace of mind for any eventuality since 2000. The Company is consistently surprised at how many clients do not have a valid Will in place and stresses how important it is for affairs and arrangements to be made should the worst happen. Philip J Milton & Company Plc can be appointed as an Executor to a Will to enable the Company to protect loved ones from any further stress after a death, either as a single executor or appointed alongside a trusted family member or friend. Wills are also stored indefinitely without incurring further cost.
Trusts and Estate Planning - Inheritance Tax (IHT) is not a subject that many of us like to discuss, but be assured that the Company provides critical advice and help with every aspect of the necessary planning. Many people are unaware of reforms and changes to IHT laws and how this knowledge could be crucial in safeguarding your hard earned assets.
Mortgages - The Company offers an independent Mortgage Broking service, whereby we review the market place and offer impartial advice on the most affordable, suitable and competitive mortgages, including access to exclusive deals that are not available direct to applicants.
Execution Only Sharedealing - Philip J Milton & Company Plc provides a competitively priced 'non-advisory' share dealing service. Potential clients only need to contact the Office to register and show proof of their identity, which allows the Company to buy and sell UK shares instantly and provide contract notes within three working days and provide the proceeds from any sales within ten working days (with prior written consent, proceeds can be paid to a nominated Bank or Building Society). The Company has a direct computer link to the Stock Exchange to provide accurate, up-to-date information on securities and for other shares a telephone call is all that is needed.
For further information or advice you can visit the Company website at www.miltonpj.net or contact Philip J Milton & Company Plc directly on:
Tel: 01271 308095
Fax: 01271 342810
E-Mail: info@miltonpj.net
Please mention The Best of Barnstaple when contacting Philip J Milton & Company Plc.
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latest reviews
We have always received excellent and prompt service in all our dealings with Mark and your Company throughout the past few years. Thank you
I regret the delay in acknowledging receipt of my recent Year End Report. I am so pleased that Milton & Co. continue to deal with my investments, etc. with good results in these volatile & difficult times. It is a great relief to me as, dare I admit it, my knowledge of financial matters is indeed minimal! Very many thanks to your staff members for the work achieved on my behalf. I have every confidence in their expertise and attention for a long standing client.
Can we say once again what a pleasure it has been to deal with you and your company and that we do recommend you to our friends as being the best value for money we have spent with regards to sorting out of finances.
Overall, I have been very impressed with the service I've received from PJM and would definitely consider using again for any changes to my Will and for Probate services as well
A huge thank you to the team @philipmilton for invaluable financial advice. #recommend
All the staff we both dealt with could not have been more helpful. Very sorry no family members to recommend but I would not hesitate to recommend you to anyone needing financial advice if the situation arose.
Please convey our thanks to all concerned for the pleasant, informative, and interesting Investor Day at Trimstone Manor yesterday - and also for the excellent lunch.
Thank you for the invitation to your Investor Day. A good opportunity to refresh the element that P M & Co regularly bat on about, but with a human face! Food and Ambiance a very good return for our loyalty!!
In relation to your recent correspondence, may I respond by saying the level of service and the level of our investment is perfect for ourselves and we donât wish to change anything at the moment.
With many thanks for your continued excellent advice in troubled times. I never panic - I know I am in good hands!!
A cheque for your Charitable foundation - this is a very big thank you for looking after my ISA so well. I am so pleased I came over to see you!
âI am writing to you to express my thanks and appreciation for the truly excellent service I have received from your colleague Simon Valentine-Marsh. In June I made the decision to retire from full time employment and at that time consulted Mr Valentine-Marsh for advice. I can say, without reservation, that the service and level of professionalism I have received has been nothing less than excellent. He has dealt with all aspects of the establishment of a Pension for me in a most thorough and efficient manner. I am extremely grateful to him and I should be glad if you would pass on my comments. My Wife and I feel very confident in your Company as our financial advisers and are very grateful for the excellent service we receive from you. May I take this opportunity to wish all of you at Philip J Milton a happy Christmas and prosperous New Year despite the uncertain financial climate.
Please find enclosed my customer survey. Tick boxes never really inspire me and only tell half the story. So I have added this to the comment box. We have been a customer of PJM since the transfer of funds from Tiverton. I will continue to use PJM for the following reasons â All dealings whether by phone, e-mail or letter receive courteous and speedy replies. - The information is always clear and precise, and can be broken down into Laymanâs terms. - I never feel you as a Company are trying to rip any one off â advice is often given freely but when charges are made they are very reasonable for the level of expertise provided. Long may it continue and many thanks
Please thanks Mr Kerr for sorting out my tax affairs last year. The Revenue were very happy with the result and actually sent me a refund from the previous year!
We have been very happy with the advice and service you have given over the many years we've been a client. We have always been impressed by the speed at which we get replies to my queries. And despite the difficult trading conditions our investments continue to improve in value, thanks the acumen of the management team.
I have just had the most pleasant and useful conversation with Scott Pickard regarding the drawing up of my Will. I was impressed with his knowledge and professionalism. He explained all the points clearly and patiently, being aware I'm sure that there were aspects that I had obviously overlooked. It is this quality of service and advice that confirms to me that I have made the right choice in approaching your firm for this important task.
I remain very impressed by my dealings with you and your company. My husband and I received advice on our mortgage 3 months ago and all the information has been extremely helpful and accurate especially being clear when costs might be involved.
Can I thank you for your excellent advice last week. I am as you understand, quite concerned about my finances at the moment and felt quite reassured when I left, knowing there were various options open to me.
I would like to take this opportunity to express my sincere thanks for the sympathetic and professional way you dealt with my Mother's estate. It really has been so much easier for us to have left this matter in your hands during what has been at times, a rather unpleasant and distressing period in our lives.