
Managing director Philip J Milton (pictured) and his chartered financial planner son Felix have helped the firm’s assets grow to more than £160m.
Philip J Milton & Company’s clients have been impressed over the turbulent past few years with the team’s handling of their portfolios, which have fared better than the large global indexes.
The Miltons have made cost-of-living payments to staff members to help them through the current crisis and have been sending out fortnightly newsletters to clients on a range of topics to keep them informed at all times.
IFAs at the firm do not only provide financial advice. The team also encourages clients to take up ownership of electric vehicles, which will be cheaper to run and less harmful to the environment.