Philip J Milton & Company Plc is a leading wealth management firm in North Devon, providing independent financial planning and wealth management services to individuals, companies, trusts, and charities. With a team of Chartered Financial Planners, the company offers a comprehensive range of services, including financial planning, discretionary wealth management, retirement planning, taxation, and accountancy.
Philip J Milton & Co has been praised for their professionalism, responsiveness, and quality of financial advice, leading to significant financial growth for many clients.
A few clients have expressed dissatisfaction with the firm's investment management and high charges, leading to little growth in their savings.