Empowering you to achieve your financial goals, one step at a time
Philip J Milton & Company Plc is a reputable and respected wealth management group based in the picturesque region of North Devon. Founded in 1985, the company has grown significantly over the years, establishing itself as a leading provider of wealth management and financial planning services. Over the years, the company has earned a reputation for its expertise, professionalism, and dedication to its clients.
Our Mission Statement
Our mission is to provide exceptional wealth management and financial planning services to individuals, companies, trusts, and charities. We strive to build long-term relationships with our clients, providing tailored solutions to meet their unique needs and goals. We are committed to delivering outstanding service, unmatched expertise, and unparalleled results.
Chartered Financial Planners
As a Chartered Firm, we are proud to be recognized for our exceptional standards of professionalism and capability. Our Chartered Financial Planners are highly experienced and qualified professionals who have demonstrated their expertise and commitment to upholding the highest standards of professional practice. With our team of Chartered Financial Planners, you can trust that you are in good hands.
Our Team
Our team is comprised of experienced professionals who are dedicated to providing exceptional service and guidance to our clients. Our directors, Philip and Helen Milton, have a deep understanding of the financial services industry and are passionate about delivering exceptional results for their clients.
Services
At Philip J Milton & Company Plc, we offer a wide range of services designed to help individuals and businesses achieve their financial goals. Our services include:
- Financial Planning: Our financial planners will work with you to create a personalized financial plan tailored to your unique needs and goals.
- Discretionary Wealth Management: Our team of experts will manage your wealth, providing you with peace of mind and a clear understanding of your financial position.
- Retirement Planning: We will work closely with you to create a customized retirement plan, ensuring you have the financial security and flexibility to enjoy your golden years.
- Taxation & Accountancy: Our team of qualified accountants will provide expert guidance on tax planning, ensuring you minimize your tax liabilities and maximize your returns.
- Mortgages: We offer a wide range of mortgage solutions to help you achieve your property goals.
- Probate and Estate Administration: Our experts will guide you through the probate and estate administration process, ensuring you and your loved ones are protected.
- Will Writing & Executorship Service: We will assist you in writing a will and provide guidance on executorship services, providing peace of mind for you and your loved ones.
- Share Dealing: Our team of experts will provide personalized guidance on share dealing, ensuring you make informed investment decisions.
- Business Financial Planning: We will work closely with you to create a customized business financial plan, helping you achieve your business goals.
- Trusts & Estate Planning: Our experts will guide you through the process of establishing trusts and estate planning, providing you with peace of mind and financial security.
Our Charitable Foundation
Philip J Milton & Company Plc has a strong commitment to giving back to the community. We have established a charitable foundation that works tirelessly to support local charities and causes. Our charitable foundation aims to make a positive impact on the community and plays an essential role in our corporate social responsibility.
News and Insights
Stay up-to-date with the latest news, insights, and expert opinions from our team of Chartered Financial Planners. We believe in educating and informing our clients about the latest trends and developments in the financial services industry.
Overview of Reviews
The reviews of Philip J Milton & Co are overwhelmingly positive, with 11 out of 12 reviewers giving the company 5-star ratings. The reviews highlight the company's excellent service, professionalism, and trustworthiness.
Positive Comments
Many reviewers have praised the company's ability to provide personalized attention and guidance, making complex financial matters easy to understand. They have also commended the company's courteous and respectful treatment of clients.
Negative Comments
One reviewer, Richard Passmore, left a 1-star review, expressing disappointment with the company's performance and high charges. He had been a long-time client, but felt that the company's investment strategy had fallen short of expectations.
Services and Expertise
The reviews suggest that PJ Milton & Co excel in managing pensions, ISAs, and other investments. Many reviewers have praised the company's ability to provide expert guidance and support, which has helped them to achieve their financial goals.
Conclusion
Overall, the reviews suggest that PJ Milton & Co is a reputable and trustworthy company that provides excellent service and expertise. While there is one negative review, the majority of reviewers have had positive experiences with the company.
