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Milton Phillip J & Co 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.
Services
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)
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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.
Peter Mccarrick
Nov 16, 2021
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
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
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.
Mark Bradley
Sep 08, 2021
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
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
Apr 24, 2021
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
Mar 25, 2021
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
Felix Milton who works at Philip Milton has suspiciously has also posted a review. Dodgy dealings for sure
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.