About Philip j milton & company plc
Philip J Milton & Company Plc: Your Trusted Partner in Financial Planning and Wealth Management
Philip J Milton & Company Plc is a leading financial planning and wealth management firm that offers a comprehensive range of services to individuals, companies, trusts, and charities. With over 30 years of experience in the industry, the company has built a reputation for providing expert advice and guidance to clients across the UK.
At Philip J Milton & Company Plc, we understand that every client has unique financial goals and objectives. That's why we offer a fully independent service that is tailored to meet your specific needs. Whether you're looking to invest for the future, plan for retirement or protect your assets, our team of experienced advisors can help you achieve your goals.
Our Services
We offer a wide range of services designed to help you manage your finances more effectively. These include:
Financial Planning - Our team of experts will work with you to create a bespoke financial plan that takes into account your current situation and future aspirations.
Investment Management - We provide access to an extensive range of investment opportunities designed to help you grow your wealth over time.
Retirement Planning - We can help you plan for retirement by creating a strategy that maximises income while minimising tax liabilities.
Estate Planning - Our estate planning service helps ensure that your assets are distributed according to your wishes after death while minimising inheritance tax liabilities.
Charity Investment Management - We have extensive experience in managing investments on behalf of charities and can provide tailored solutions based on their specific requirements.
Corporate Financial Planning - We work with businesses across all sectors providing advice on areas such as employee benefits packages, pension schemes and corporate investment strategies.
Our Approach
At Philip J Milton & Company Plc we believe in building long-term relationships with our clients based on trust, transparency and integrity. Our team takes pride in delivering exceptional customer service at all times ensuring our clients receive regular updates on their investments along with access to our team of experts whenever they need it.
We are proud to have been awarded the prestigious Corporate Chartered Firm status by the Chartered Insurance Institute (CII), which is the ultimate symbol of professionalism in our industry. This recognition reflects our commitment to maintaining the highest standards of ethical practice, knowledge and expertise.
Why Choose Us?
Choosing a financial planning and wealth management firm can be a daunting task. At Philip J Milton & Company Plc we believe that our experience, expertise and commitment to delivering exceptional customer service sets us apart from other firms in the industry. Here are just some of the reasons why you should choose us:
Expertise - Our team of advisors has over 30 years' experience in providing financial planning and wealth management services.
Independence - We offer a fully independent service that is not tied to any particular product or provider ensuring that we always act in your best interests.
Transparency - We believe in being transparent with our clients at all times ensuring they have access to all relevant information about their investments.
Customer Service - We pride ourselves on delivering exceptional customer service at all times ensuring our clients receive regular updates on their investments along with access to our team of experts whenever they need it.
Conclusion
In conclusion, Philip J Milton & Company Plc is a leading financial planning and wealth management firm that offers a comprehensive range of services designed to help you manage your finances more effectively. With over 30 years' experience in the industry, we have built a reputation for providing expert advice and guidance tailored specifically for each client's needs. Our commitment to maintaining high standards has earned us recognition as one of only a few Corporate Chartered Firms by CII. If you're looking for an experienced partner who can help you achieve your financial goals, look no further than Philip J Milton & Company Plc!