North Devon operations maintain ‘gold standard’ for 6 years

Financial Planners

Despite a tumultuous year for many in the financial sector, the well-known North Devon firm has kept its eye on the ball and has held prestigious industry certifications for six consecutive years. Philip J Milton & Company Plc has had his Chartered Financial Planners status of the company renewed by The Chartered Insurance Institute (CII), a professional trade association.

Qualification is not given lightly and only about 700 companies in the UK are approved following a very rigorous evaluation process with stringent criteria that must be completed again each year. PJM & Co was founded 38 years ago by President Philip Milton.

An independent wealth management and financial advisory firm that not only manages clients’ investments, but also advises on financial matters, tax returns and wills, and assists in the settlement of real estate. Chartered as a firm To qualify as a Financial His Planner, a firm must meet rigorous standards of professionalism and competence and adhere to the CII Code of Ethics, which enforces the highest standards of professional practice.

Milton said the status is the “gold standard” for financial planning firms and not easy to win. he said: This is a testament to the quality of our staff that we have been able to maintain this in his 6 years at a fast pace. To my knowledge, no other independent North Devon company has this certification.

“2022 has been a very difficult and chaotic year for many financial sectors. Thanks to the war in Ukraine and soaring inflation, no one escaped completely unscathed, but we Outperformed others Our clients have seen some of the worst disruptions we’ve seen in technology and the global fixed income sector and some very disquieting results across much of the industry. In contrast, we confirmed that investments avoided excellent income levels.

“Continuing to maintain our qualifications at the highest level ensures that our clients are dealing with one of the leading companies in the country and that they are receiving the best possible advice, service and support.”

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