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

Economic growth and a little calm - Philip J Milton & Company Plc

26/08/2026

A little calm and some growth towards the end of summer - will it last?

Economic growth and a little calm - Philip J Milton & Company Plc Economic growth is always welcome, as is the recent rain plus a little calm of late - can it last? Plus your latest financial news...

High summer, butterflies and cream teas at Trimstone Open Gardens

07/08/2026

If you're looking for something to do this weekend, do join us at Trimstone Manor Country House Hotel for our Butterfly Conservation Open Gardens Weekend, with cream teas and plenty of butterflies!

High summer, butterflies and cream teas at Trimstone Open Gardens Trimstone Manor near Ilfracombe is hosting two days of open gardens on August 8-9 for Butterfly Conservation – drop in for a cream tea and a walk around the delightful grounds

23/07/2026

If you're looking for something relaxing this weekend, do join us at Trimstone Manor Country House Hotel for the Butterfly Conservation Open Gardens Weekend, with cream teas and plenty of butterflies!

22/07/2026

Do join us at Trimstone for cream teas and butterflies in a couple of weeks!

Photos from Children's Summer Club's post

21/07/2026

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.

PM resigns - will uncertainty reign? - Philip J Milton & Company Plc

26/06/2026

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

PM resigns - will uncertainty reign? - Philip J Milton & Company Plc Economic un certainty - will Sir Keir Starmer's resignation improve matters? Plus your latest financial news

Unexpected growth in economic area - Philip J Milton & Company Plc

06/06/2026

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

Unexpected growth in economic area - Philip J Milton & Company Plc 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

Markets, US highs and ongoing uncertainty - Philip J Milton & Company Plc

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, US highs and ongoing uncertainty - Philip J Milton & Company Plc Markets need a crystal ball at the moment, but when didn't they? Recent US highs continue to add to the uncertainty...

Global uncertainty but spring is here - Philip J Milton & Company Plc

04/04/2026

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

Global uncertainty but spring is here - Philip J Milton & Company Plc Spring has sprung and while the global situation continues to look uncertain, there are green shoots of better news among the doom and gloom

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Barnstaple

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Website

http://www.miltonpj.net/

Address

21 Boutport Street
Barnstaple
EX311

Opening Hours

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

Philip J Milton & Company Plc

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