Contact:

w: www.miltonpj.net or e: info@miltonpj.net

Established in 1985, Philip J Milton & Company Plc has a reputation for its integrity and professionalism.

We were the first North Devon Firm to offer its own Personal Equity Plans in 1987 and remain the only truly independent PEP and ISA manager in the area. Provision of a Pension Fund Management service was added in 2001. Total funds held under discretionary management are now approaching £100 Million. There are no other independent discretionary investment managers in North Devon!

The Company prides itself on its high calibre of staff and Mr Philip Milton, Managing Director and Mr Mark Millichope, Director were the first financial advisers in North Devon to gain the prestigious and internationally renowned qualification of ‘Certified Financial Planner’.

In addition to financial advice and management, we offer taxation and accountancy services and we have a Probate and Will writing Department, at a more sympathetic cost structure than that usually available elsewhere.

Authorised & Regulated by the Financial Services Authority.

Contact: Sterling House, 17 Joy Street, Barnstaple, North Devon EX31 1HE

Phone: 01271 344300 or Fax: 01271 342810