Philip J Milton & Company PLC

Reference number: 181768

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When miltonpj.net first appeared online, and whether it can receive email
  • What kind of line 01271 344300 is
  • Who else gives the postcode EX31 1RP
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Claims management No FSCS cover
    Money you pay a claims company is not FSCS protected, but FCA rules cap what it may charge you for a financial services claim. Complaints about this firm go to the Financial Ombudsman Service free of charge.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (18 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advice, investigation or representation in relation to a financial services or financial product claim
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Seeking out, referrals and identification of claims or potential claims (personal injury claim; financial services or financial product claim; housing disrepair claim; claim for a specified benefit; criminal injury claim; employment related claim)

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03233275
Company status
Active
Company type
Public limited company
Incorporated
2 August 1996 (30 years old)
Registered office
Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP, England
Nature of business
  • Activities of financial services holding companies (SIC 64205)
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Helen Louise Milton Director Jun 1963 2 Aug 1996 3 other companies
Philip James Milton Director Apr 1962 2 Aug 1996 4 other companies
Scott William John Pickard Director Oct 1973 11 Oct 2000 None
Sandra Joan Bright Director Feb 1967 1 Jan 2006 None
Nicola Jane Baker Director Jul 1984 1 Mar 2019 None
Felix James Milton Director Oct 1994 1 Mar 2023 1 other company
Adam David Cooke Director Sep 1959 30 Mar 2023 None
Steven Martin Dalzell Director Nov 1972 6 Apr 2024 1 other company
Emma Elizabeth Milton Director Aug 1993 1 Jun 2026 None
Philip James Milton Secretary Not published 2 Aug 1996 4 other companies

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
5
closed down
1
run together
3

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 companies these 9 directors run together
  • All 16 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Full accountsAudited

Turnover

£4.86m

Not compared: the previous accounts cover a different length of time

Profit before tax

£845k

+3% from £820k

Net assets

£6.26m

+10% from £5.68m

Cash at bank

£208k

−28% from £291k

Profit before tax

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 03233275. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Philip J Milton & Company’s history from the FCA register and Companies House, newest first.

Key events (9) All events (37)

2019

31 March 2019

  • No longer regulated by the Claims Management Regulator

FCA register

2016

1 August 2016

  • Helen Louise Milton became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Philip James Milton became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

29 August 2011

  • Regulated by the Claims Management Regulator from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

14 February 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

1996

2 August 1996

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (9 shown here)
  • Every director appointment and resignation: 25
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Firms like Philip J Milton & Company

Other firms of the same type (investment or fund manager), nearest first.

In the Exeter (EX) postcode area

Davidsons Portfolio Management LtdOkehamptonAuthorisedHawksmoor Investment Management LimitedExeterAuthorisedMatrix Partnership Management LLPTivertonAuthorisedP1 Investment Services LimitedExeterAuthorisedRivers Capital Management LtdExeterAuthorisedSafran (South West) LimitedExeterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Philip J Milton & Company

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 37 events in its history

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Frequently asked questions about this firm

Is Philip J Milton & Company PLC FCA authorised?
Yes, Philip J Milton & Company PLC (FRN 181768) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Philip J Milton & Company’s phone number and website?
The FCA register lists the phone number 01271 344300 and the website miltonpj.net for Philip J Milton & Company. If you were given different contact details, use these to check with the firm before going any further.
Is Philip J Milton & Company a scam or clone?
Philip J Milton & Company is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Philip J Milton & Company?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Philip J Milton & Company to the Financial Ombudsman Service, free of charge.
Who owns Philip J Milton & Company?
Companies House lists 2 people with significant control of Philip J Milton & Company: Mrs Helen Louise Milton (25–50% of shares) and Mr Philip James Milton (25–50% of shares).
Who runs Philip J Milton & Company?
Companies House lists 9 directors of Philip J Milton & Company: Helen Louise Milton, Philip James Milton, Scott William John Pickard, Sandra Joan Bright, Nicola Jane Baker, Felix James Milton and 3 more.
How long has Philip J Milton & Company been in business?
The company was formed on 2 August 1996, and has held its current FCA authorisation since December 2001.
What do Philip J Milton & Company’s latest accounts show?
Its latest accounts, to 31 August 2025, show turnover of £4.86m (not compared: the previous accounts cover a different length of time) and profit before tax of £845k (+3% from £820k).

Sources and links

The full report on Philip J Milton & Company PLC

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