Philip J Milton & Company managing director financial planner Philip Milton has been awarded Chartered Fellow status with both the Chartered Institute of Securities and Investments and the London Institute of Banking and Finance, aged 60.
Milton - who has run his eponymous financial planning firm in Barnstaple for 37 years - said part of his motivation for attaining the qualifications was to build public trust in the financial advice sector and to raise awareness of finance as a career option. "Such qualifications are never given lightly and they require a great deal of hard work," he said, adding: "You need to be the best you possibly can to serve your clients to the highest of your ability and integrity." While no industry remains static, Milton added that the finance sector is "especially fluid". "I must be at th...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
