Philip J Milton & Company Revenue
Financial Services • 
Barnstaple, England, United Kingdom • 11-20 Employees
Philip J Milton & Company revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contacts at Philip J Milton & Company
Steven Dalzell
Executive Director
Felix Milton
Director
Company overview
| Headquarters | Choweree House, 21 Boutport Street, Barnstaple, Devon EX31 1RP, GB |
| Phone number | +44682254428 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Philip J Milton & Company Email Formats
Philip J Milton & Company uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@miltonpj.net), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@miltonpj.net | 66.7% |
{first initial}.{last name} | j.doe@miltonpj.net | 33.3% |
About Philip J Milton & Company
Founded in 1985, Philip J Milton & Company was incorporated in 1996 as a public limited company (Plc) with an authorised share capital of £1 Million. We are delighted and proud to offer a fully independent financial and investment planning service and we advise upon all aspects of clients’ financial affairs. The Company continues to expand its operations and also offers an Accountancy and Taxation service along with a Will Writing, Trusts, Estates and Probate Department. The Company is authorised and regulated by the Financial Conduct Authority (FCA) and is one of the largest and longest established Independent Financial Advisers in North Devon. We are regulated at one of the highest available categories, being one of a very few authorised to undertake discretionary investment management and to hold client money. Consequently, we are required to maintain sizeable and very strict financial resources at all times. The Company’s accounts are subject to thorough independent audit and full accounts are published and submitted to the FCA regularly. Also, the Financial Ombudsman Service and Financial Services’ Compensation Scheme apply to enhance investor protection against financial loss. With well over two decades of experience, we also boast some of the highest financial services’ qualifications in the country. Staff are encouraged and sponsored to achieve qualifications beyond the industry standard to ensure that we continue to deliver an excellent service to clients. Success can be attributed largely to the Company’s uncompromising commitment to clients, including ongoing assessment and management of investments, a thorough understanding of financial markets, prudent management and long-term financial stability. We do not simply “sell products” - we provide a comprehensive and long-lasting service to individuals and their families. This is an important distinction and an approach that is rare in today’s fast moving landscape.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Philip J Milton & Company has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Philip J Milton & Company has never raised funding before.
Philip J Milton & Company Tech Stack
Discover the technologies and tools that power Philip J Milton & Company's digital infrastructure, from frameworks to analytics platforms.
Security
Performance
Form builders
Maps
JavaScript libraries
Web servers
JavaScript libraries
Programming languages
Blogs
JavaScript libraries
Widgets
South Africa
Canada
United States
Frequently asked questions
4.8
40,000 users
