Philip J Milton & Company Plc
Founded in 1985, Philip J Milton & Company Plc is an independent financial planning and wealth management service provider in North Devon. The company offers a range of financial services from its Grade 2 listed property, including taxation, accountancy, and estate planning.
- Mortgages
- Financial Planning
- Retirement Planning
- Taxation & Accountancy
- Trusts & Estate Planning
- Business Financial Planning
- Discretionary Wealth Management
- Probate and Estate Administration
- Will Writing & Executorship Service
Locations
Digital Popularity
Popularity over time
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Wellesley is a financial advisory firm that provides a range of services including personal finance advice, corporate finance advice, and mortgage services.
Company Details
Philip J Milton & Company Plc is operated by Philip J Milton & Company Plc and is a Active company incorporated on 2 August 1996 with the registered office located in Barnstaple, Devon. Philip J Milton & Company Plc was registered 29 years ago.
Status
Active
Size
Small
Directors
10
Age
29 years old
Employees
34
Turnover
£4.41M
Total Assets
£6.54M
Cash in Bank
£291.27K
Total Liabilities
-£855.3K
Teams
10
3
3
3
2
1
Executive Director • Joined Mar 2023
Non Executive Director • Joined Apr 2024
Chartered Financial Planner • Joined Sep 2013
Self Employed Consultant
Administration Assistant • Joined Oct 2019
Administrative Assistant • Joined Dec 2015
Administrative Assistant • Joined Oct 2019
Tax Assistant • Joined Aug 2024
Advisory Administrative Assistant • Joined Feb 2020
Trainee Financial Adviser • Joined Mar 2025
Administration Assistant • Joined Oct 2019
Administrative Assistant • Joined Dec 2015
Administrative Assistant • Joined Oct 2019
Executive Director • Joined Mar 2023
Non Executive Director • Joined Apr 2024
Director • Joined Mar 2023
Tax Assistant • Joined Aug 2024
Chartered Financial Planner • Joined Sep 2013
Trainee Financial Adviser • Joined Mar 2025
Self Employed Consultant
Chartered Financial Planner • Joined Sep 2013
Advisory Administrative Assistant • Joined Feb 2020