Philip J Milton and Company PLC

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. In 2018, the Company was proud to be awarded the prestigious Corporate Chartered Firm status by the Chartered Insurance Institute (CII), the ultimate symbol of professionalism.