Philip J Milton & Company Plc

Independent Financial Adviser Philip J Milton & Co Plc, Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
Established in 1985, the Company specialises in all aspects of financial planning advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Scott Pickard MIFP AFPS
Director
Accreditations
Chartered Financial Planner
adviser-person
Philip Milton AFPC FCIB CFP
Director
Accreditations
Chartered Financial Planner
adviser-person
Simon Valentine-Marsh DIPPFS
Director
Accreditations
Chartered Financial Planner
What our clients say
Simon always listens well then gives advice or may make a suggestion. He is very approachable and explains detail in clear and easy terms. No unnecessary jargon. We are "rest assured" that Simon takes notice of our requirements and we trust him implicitly to care of them
RM, Minehead
Scott listens, interprets our needs, communicates clearly, advises and patiently explains potential solutions and strategy. His technical knowledge is considerable from which he instils total confidence
RA, Topsham
Very approachable and always willing to meet and discuss any issues I have. Explains quite complex issues in a simple way for me !!!
TM, Paignton
Put quite simply, every interaction I have had with Mark leaves me confident that he does his job very well indeed and has a real appreciation of what is right for me.
AW, Douglas
Where to find us

Philip J Milton & Co Plc, Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Make an enquiry
About us

The Company offers an holistic approach to financial planning advice, guiding its clients on investments, tax and accountancy, retirement, estate planning, Wills and executorship.

Our services

Since establishment in 1985 the Company has always been happy to help any client, regardless of investment value.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

The values of market investments and their income can fall as well as rise.

Please note that some of our ancillary services such as Will Writing, Accountancy and Executorship services are not regulated by the Financial Services and Markets Act 2000.

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