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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 (11)
Richard Passmore
Mar 04, 2022
I was with this company investing in Isas for over 15 years to start with they were great. However the charges are high and really not worth it with as in the past 7 or so years they have really lost their edge. Several times in key obvious dips they have consistently failed to actively manage the investments. To start with I thought give the benefit of the doubt but the ineptitude in seeing The effects coming to market from things like covid waves etc is just really poor when even an inexperienced investor like me can see the threats and possibilities.
Even when choosing to cash in my isa recently they lost over 2k despite giving them 2months flexibility, as they acted late and now seem to have sold at the lowest point in the market despite obvious changes on the horizon. In the end after the high charges my ISA has hardly kept pace with inflation where as my own investments saw 30 times the growth I got from Miltons by simply keeping an eye on things buying dips etc. Really sorry I could not recommend them at all despite being with them for over a decade.
Even when choosing to cash in my isa recently they lost over 2k despite giving them 2months flexibility, as they acted late and now seem to have sold at the lowest point in the market despite obvious changes on the horizon. In the end after the high charges my ISA has hardly kept pace with inflation where as my own investments saw 30 times the growth I got from Miltons by simply keeping an eye on things buying dips etc. Really sorry I could not recommend them at all despite being with them for over a decade.
Peter Mccarrick
Nov 16, 2021
Jill McCallum
Nov 08, 2021
Chris OConnell
Sep 30, 2021
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 would be helpful and it turned out to be very successful - my pension service providers had to be chased by PJ Milton to provide information to FSCS and this was done professionally. Although it takes many weeks for the FSCS to consider a claim and pay it - I was impressed with the outcome and the good value of using the PJ Milton service - I highly recommend them for others looking to received compensation for their pension losses if the losses came about because of the pension managers was not managing the pension as it was described to investors.
Although I could have done the claim myself - I felt that using PJ Milton's experience would be helpful and it turned out to be very successful - my pension service providers had to be chased by PJ Milton to provide information to FSCS and this was done professionally. Although it takes many weeks for the FSCS to consider a claim and pay it - I was impressed with the outcome and the good value of using the PJ Milton service - I highly recommend them for others looking to received compensation for their pension losses if the losses came about because of the pension managers was not managing the pension as it was described to investors.
Mark Bradley
Sep 08, 2021
Linda Simmonds
Jul 28, 2021
Phil Puglsey
Apr 24, 2021
Edmund Price
Mar 25, 2021
James Blake
Oct 20, 2020
Jan Vining
Oct 21, 2018
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
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 the financial crisis of 2008 we took their advice to sit tight and don't panic! Today my wife and I are very pleased with how our investments are performing under P J Milton's excellent management, and would not hesitate to recommend them to others.
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 the financial crisis of 2008 we took their advice to sit tight and don't panic! Today my wife and I are very pleased with how our investments are performing under P J Milton's excellent management, and would not hesitate to recommend them to others.