Felix Milton Email & Phone Number

Barnstaple, England, United Kingdom

I provide independent advice to myriad clients surrounding investments, pensions and taxation on a day to day basis. I am qualified as one of the youngest Chartered Financial Planners in the country and I am currently studying towards my Chartered Wealth Manager qualification with the Chartered Institute for Securities and Investment.

North Devon

We decided to further the charitable objectives of our main business by creating a vehicle to which we could better focus our efforts. As Treasurer, I am responsible for managing the finances of the Charity and ensuring we maintain adequate funds to meet our objectives. We hope that the Philip J Milton & Company Plc Charitable Foundation can benefit from a close relationship with our parent company by providing financial education and management lessons to the less fortunate in society as well as assist with other charitable causes the Trustees deem suitable.

Devon

Education record

I completed A Levels in Accountancy and Business & Economics whilst completing a Diploma with the Association of Accounting Technicians.

Education record

Activities and Societies: I was an active member of the School Council and helped to represent my fellow students' voice.I completed GCSEs.