Philip J Milton & Company Plc

Philip J Milton & Company Plc Philip J Milton & Company Plc is North Devon’s leading and most qualified firm of independent, pro

Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. We are delighted and proud to offer a fully independent financial and investment planning service and we advise upon all aspects of clients’ financial affairs. The Company continues to expand its operations and also offers an Accountancy and Taxation

service along with a Will Writing, Trusts, Estates and Probate Department. The Company is authorised and regulated by the Financial Conduct Authority (FCA) and is one of the largest and longest established Independent Financial Advisers in North Devon. We are regulated at one of the highest available categories, being one of a very few authorised to undertake discretionary investment management and to hold client money. Consequently, we are required to maintain sizeable and very strict financial resources at all times. The Company’s accounts are subject to thorough independent audit and full accounts are published and submitted to the FCA regularly. Also, the Financial Ombudsman Service and Financial Services’ Compensation Scheme apply to enhance investor protection against financial loss. With well over two decades of experience, we also boast some of the highest financial services’ qualifications in the country. Staff are encouraged and sponsored to achieve qualifications beyond the industry standard to ensure that we continue to deliver an excellent service to clients. Success can be attributed largely to the Company’s uncompromising commitment to clients, including ongoing assessment and management of investments, a thorough understanding of financial markets, prudent management and long-term financial stability. We do not simply “sell products” - we provide a comprehensive and long-lasting service to individuals and their families. This is an important distinction and an approach that is rare in today’s fast moving landscape. This has led to many clients recommending family and friends to seek our advice - the ultimate endorsement of the quality of our services. Philip J Milton & Company Plc is authorised and regulated by the Financial Conduct Authority. Philip J Milton & Company Plc is entered on the FCA register (http://www.fca.org.uk/register) under reference: 181768.
# Registered Office: Sterling House, 17 Joy Street, Barnstaple, Devon EX31 1HE
Registered and Incorporated in England number 3233275 | VAT number 682 2544 28
A list of the Directors is available from the registered office

10/07/2026

We would like to express our thanks to Phillip J Milton & Company Plc for their generous donation to our trip fund to take part in the City of Derry Choir Festival in October. All help is greatly appreciated.

So the PM has gone - but will this help the economy? Remember, markets never like uncertainty!
26/06/2026

So the PM has gone - but will this help the economy? Remember, markets never like uncertainty!

Economic un certainty - will Sir Keir Starmer's resignation improve matters? Plus your latest financial news

Economic growth unlooked for and unexpected - but one swallow does not a summer make...
06/06/2026

Economic growth unlooked for and unexpected - but one swallow does not a summer make...

The economy has grown by 0.6% which has surprised some, but one swallows does not make a summer - plus all your latest financial news

If you don't have a working crystal ball, we do our best to make sense of the current confusion for you!
06/05/2026

If you don't have a working crystal ball, we do our best to make sense of the current confusion for you!

Markets need a crystal ball at the moment, but when didn't they? Recent US highs continue to add to the uncertainty...

Whatever else may be going on, spring always lifts the spirits!Happy Easter to all our clients and friends.
04/04/2026

Whatever else may be going on, spring always lifts the spirits!
Happy Easter to all our clients and friends.

Spring has sprung and while the global situation continues to look uncertain, there are green shoots of better news among the doom and gloom

Address

21 Boutport Street
Barnstaple
EX311

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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