Devon adviser attains Chartered status at 23 years old

Father was 23 when he set up firm in 1985

Tom Ellis
clock • 1 min read

Felix Milton from North Devon-based firm Philip J Milton & Company has reached Chartered status at the age of 23.

Milton joined the family firm at the age of 18 and gained Chartered status on the day of his five-year anniversary at the company originally established by his father, Philip. The 23-year-old Chartered financial planner said he had learned so much by studying for his Level 6 qualifications he believed the Financial Conduct Authority should extend the minimum requirement to advise clients from Level 4 Diploma to the Level 6 exams. Too few advisers, he said, hold the Level 6 qualification. "I am now considering my options regarding further study as I would like to have a greater involve...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

People Moves: Fidelity names Quilter veteran head of MPS

People Moves: Fidelity names Quilter veteran head of MPS

Graham Folley appointed

Professional Adviser
clock 10 December 2025 • 1 min read
Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

Next Generation Advisers: Meet Sherlock Financial Planning's Sarah Sherlock

‘Speaking to someone far removed from your own experience can be intimidating’

Isabel Baxter
clock 04 December 2025 • 4 min read
PFS director Debbie Mitchell departs

PFS director Debbie Mitchell departs

To become deputy president of the CII in 2026 and president in 2027

Isabel Baxter
clock 02 December 2025 • 2 min read