Philip J Milton & Company Plc

Independent Financial Adviser  Philip J Milton & Co Plc, Barnstaple, EX31 1RP
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FCA authorised
Last authorised 16th May 2022
Established in 1985, the Company specialises in all aspects of financial planning advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Scott Pickard MIFP AFPS
Director
MR Philip Milton AFPC FCIB CFP
Director
Mr Felix Milton
Chartered Financial Planner
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.

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

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

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