Barnstaple-based IFA and wealth manager Philip J Milton & Company is the first North Devon firm to have been awarded Chartered financial planner 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...
Ceremony will take place 13 November
300 organisations signed charter
Tough year for the sector
Targeting annual yield of 4%