Philip J Milton & Company Plc - Barnstaple

Roger M.

Despite many newsletters asserting they had done very well for their investors they have currently managed to loose money on my mothers account despite 50% being invested in what they classify as defensive equities. Their charges are particularly high especially when you look to close an account. Currently have a formal complaint against the firm.

Chris O.

The administrators of my pension asked PJ Milton to take over the managment of my pension after the previous pension management had made investments outside the scope of the pension funds remit leading to substantial losses on my original investment - my financial advisor had gone out of business likely because of the claims against it from others like me who has taken their advice to transfer our pensions - PJ Milton offered me a low cost administration service to follow up with the FSCS ombudsman for compensation. Although I could have done the claim myself - I felt that using PJ Milton's experience would be helpful and it turned out to be very successful - my pension service providers had to be chased by PJ Milton to provide information to FSCS and this was done professionally. Although it takes many weeks for the FSCS to consider a claim and pay it - I was impressed with the outcome and the good value of using the PJ Milton service - I highly recommend them for others looking to received compensation for their pension losses if the losses came about because of the pension managers was not managing the pension as it was described to investors.

Jan V.

We started to use PJ Miltons services when our good friend passed away and we needed to set up a trust.
They have helped us every step of the way, explaining things to us clearly.
Everyone we have dealt with in the company has treated us with the greatest of courtesy and respect.
Can not recommend them highly enough.
Thanks to all for making our lives easier.

Jeffrey S.

My wife and I have always been good savers, but about 13 yrs ago needed to get professional advice as we realised that our savings could do better invested in equities.

I had been reading a column in our local paper by Philip J Milton and was quite impressed, so we made an appointment and had the fsa regulated assessment.

We have relied on PJ Milton to manage our pension savings as well as our discretionary equity ISAs for the last 13 yrs.

I can honestly say that we have been more than pleased with the friendly and courteous way P J Milton handle our affairs. In spite of the downturn during the financial crisis of 2008 we took their advice to sit tight and don't panic!

Today my wife and I are very pleased with how our investments are performing under P J Milton's excellent management, and would not hesitate to recommend them to others.

Jill M.

I cannot recommend Philip and his team highly enough. Their care and assistance is second to none and I would be lost in the pension maze without them. They always take the time to explain everything in easy terms and nothing is too much trouble for them.

Richard P.

I was with this company investing in Isas for over 15 years to start with they were great. However the charges are high and really not worth it with as in the past 7 or so years they have really lost their edge. Several times in key obvious dips they have consistently failed to actively manage the investments. To start with I thought give the benefit of the doubt but the ineptitude in seeing The effects coming to market from things like covid waves etc is just really poor when even an inexperienced investor like me can see the threats and possibilities. Even when choosing to cash in my isa recently they lost over 2k despite giving them 2months flexibility, as they acted late and now seem to have sold at the lowest point in the market despite obvious changes on the horizon. In the end after the high charges my ISA has hardly kept pace with inflation where as my own investments saw 30 times the growth I got from Miltons by simply keeping an eye on things buying dips etc. Really sorry I could not recommend them at all despite being with them for over a decade.

Phil P.

I've found Philip J Milton & Co depth of knowledge to be most helpful. They are only a phone call or email away, going above and beyond, making sure they give the best possible service. I have benefited financially from the time and effort they spent addressing previous poor financial advice.

Linda S.

Felix and Sophia have been my life saver after another pension company lost nearly all of my pension. I would recommend them to anyone nothing is to much trouble for them.