Founded in 1985, Philip J Milton & Company Plc was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of 1 Million. It is independently owned by Managing Director Philip Milton and co-director Helen Milton.

The Company is proud to offer a fully independent financial planning and wealth management service to individuals, companies, trusts and charities from its sympathetically restored Grade 2 listed property in beautiful North Devon.It also offers a Taxation and Accountancy service along with a department undertaking Will Writing, Trusts, Probate and Estate Administration.

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Lpoa Report

Many people know the importance of making a will. However, whilst a will directs how your affairs are to be handled following your death, it is also vitally important to consider who could have the responsibility to make decisions for you during your lifetime if you were unable to do so for yourself.

Reviews (10)

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Peter Mccarrick

Nov 16, 2021

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Nothing was to much trouble, PJ Miton were first class I would highly recommend them to anyone seeking financial advice especially Pentions and miss selling of Pentions. 5 🌟 service & 5 🌟 results.
Regards
Peter Mccarrick

Jill McCallum

Nov 08, 2021

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Positive: Professionalism, Quality, Responsiveness, Value
I cannot recommend Philip and his team highly enough. Their care and assistance is second to none and I would be lost in the pension maze without them. They always take the time to explain everything in easy terms and nothing is too much trouble for them.

Chris OConnell

Sep 30, 2021

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The administrators of my pension asked PJ Milton to take over the managment of my pension after the previous pension management had made investments outside the scope of the pension funds remit leading to substantial losses on my original investment - my financial advisor had gone out of business likely because of the claims against it from others like me who has taken their advice to transfer our pensions - PJ Milton offered me a low cost administration service to follow up with the FSCS ombudsman for compensation. Although I could have done the claim myself - I felt that using PJ Milton's experience

Mark Bradley

Aug 17, 2021

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Positive: Professionalism
The firm is always trying to help, where ever they can. Nothing is to big, and they make time and help you, much as they can. It's a great feeling their supporting you. Would be lost without them. A massive thank you

Linda Simmonds

Jul 28, 2021

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Felix and Sophia have been my life saver after another pension company lost nearly all of my pension. I would recommend them to anyone nothing is to much trouble for them.

Phil Puglsey

Mar 25, 2021

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I've found Philip J Milton & Co depth of knowledge to be most helpful. They are only a phone call or email away, going above and beyond, making sure they give the best possible service. I have benefited financially from the time and effort they spent addressing previous poor financial advice.

Edmund Price

Nov 16, 2020

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They are very efficient at what they do and they generally serve their purpose, with discretion and finesse.
I would recommend them, I consider them to be very trustworthy.

James Blake

Oct 20, 2020

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Felix Milton who works at Philip Milton has suspiciously has also posted a review... Dodgy dealings for sure

Jan Vining

Oct 21, 2018

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We started to use PJ Miltons services when our good friend passed away and we needed to set up a trust.
They have helped us every step of the way, explaining things to us clearly.
Everyone we have dealt with in the company has treated us with the greatest of courtesy and respect.
Can not recommend them highly enough.
Thanks to all for making our lives easier.

Jeffrey Samuel

Sep 01, 2017

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My wife and I have always been good savers, but about 13 yrs ago needed to get professional advice as we realised that our savings could do better invested in equities.
I had been reading a column in our local paper by Philip J Milton and was quite impressed, so we made an appointment and had the fsa regulated assessment.
We have relied on PJ Milton to manage our pension savings as well as our discretionary equity ISAs for the last 13 yrs.
I can honestly say that we have been more than pleased with the friendly and courteous way P J Milton handle our affairs. In spite of the downturn during