Barnstaple-based IFA first North Devon firm to earn Chartered status

Established by managing director Philip Milton, in his parents' front room in 1985, he holds the individual Chartered financial planner title along with three of his adviser colleagues.  The firm specialises in independent discretionary investment management and has surpassed £150m assets under management, so far in 2017/18. Philip J Milton & Company also advises clients on other financial matters, including preparing their tax returns, will writing and helping with estate settlements.  SJP adviser becomes UK's youngest Chartered financial planner "The last thirty-two and a half ye...