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Company Background
Philip J Milton & Company Plc, founded in 1985, has been providing exceptional financial services to individuals, companies, trusts, and charities in North Devon for over three decades. As a public limited company (Plc) with an authorised share capital of 1 Million, we are proud to be independently owned by Managing Director Philip Milton and co-director Helen Milton. Our sympathetically restored Grade 2 listed property in beautiful North Devon serves as the perfect backdrop for our team of experts to provide a fully independent financial planning and wealth management service.
Our Mission Statement
Our mission is to provide a comprehensive range of financial services that cater to the unique needs of our clients. We strive to build long-term relationships built on trust, expertise, and a deep understanding of our clients' goals and aspirations. Our team of Chartered Financial Planners is committed to delivering exceptional service, ensuring that our clients receive the best possible guidance and support to achieve their financial objectives.
Chartered Financial Planners
We are proud to hold the prestigious Corporate Chartered Firm status, awarded to us by the Chartered Insurance Institute (CII) in 2018. This esteemed title is a testament to our commitment to professionalism, ethics, and capability. As a chartered firm, we are part of an exclusive group of fewer than 800 firms that have met the high standards of professionalism demanded by the CII.
Our Team
Our team of experienced professionals, led by Philip Milton and Helen Milton, is dedicated to providing exceptional service to our clients. Our Chartered Financial Planners, Philip, Scott, Sandra, Nikki, Felix, and Helen, possess extensive knowledge and expertise in various areas of financial planning, wealth management, taxation, and accountancy. Our team is complemented by a dedicated support staff, ensuring that every aspect of our clients' needs is catered to.
Services
Our comprehensive range of services includes:
- Financial Planning: A personalized service tailored to your specific needs and goals.
- Discretionary Wealth Management: Expertise in managing your wealth to achieve your objectives.
- Retirement Planning: Guidance and support through the entire retirement process.
- Taxation and Accountancy: Professional services for individuals, companies, and trusts.
- Mortgages: Expert advice and support for all your mortgage needs.
- Probate and Estate Administration: Sympathetic and efficient handling of estate administration.
- Will Writing and Executorship Service: Expert guidance on will writing and estate planning.
- Share Dealing: Discreet and efficient share dealing services.
- Business Financial Planning: Specialized financial planning for businesses.
- Trusts and Estate Planning: Expertise in trusts, estate planning, and LPOA claims management.
Testimonials
Our clients have been kind enough to share their experiences with us, and we are proud to showcase their testimonials on our website. These heartfelt words of appreciation are a testament to our commitment to delivering exceptional service and expert guidance.
Summary of Customer Reviews for Philip J Milton & Co
Positive Reviews:
Philip J Milton & Co has received overwhelmingly positive reviews from clients who have been impressed with their professionalism, responsiveness, and the quality of their financial advice. Many clients have appreciated the firm's assistance in managing their pension savings and ISAs, and have seen significant financial growth as a result. Clients have praised the firm's staff for their courteous and helpful nature, and have recommended the firm to others seeking financial advice.
Negative Reviews:
However, there have been a few negative reviews, primarily related to the firm's investment management and high charges. Some clients have felt that the firm has not actively managed their investments well, particularly during market downturns, and have seen little growth in their savings. One client also expressed dissatisfaction with the firm's charges, which they felt were too high and not worth the service provided.
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