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Felix Milton

Felix Milton

Front of House

Followers of Felix Milton1000 followers
location of Felix MiltonBarnstaple, England, United Kingdom

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  • Timeline

  • About me

    Chartered Financial Planner

  • Education

    • Braunton School & Community College

      2007 - 2011

      Activities and Societies: I was an active member of the School Council and helped to represent my fellow students' voice. I completed GCSEs in Maths, English Language, English Literature, French, Italian, IT, Geography, Statistics, Chemistry, Biology and Physics.

    • Petroc Official

      2011 - 2013

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

  • Experience

    • Trimstone Manor Country House Hotel

      Dec 2008 - now
      Front of House

    • FEN Trading

      Feb 2012 - Apr 2015
      CEO and Founder

    • Philip J Milton & Company Plc

      Sept 2013 - now

      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.

      • Director

        Mar 2023 - now

      • Chartered Financial Planner

        Sept 2013 - now

    • The Philip J Milton And Company Plc Charitable Foundation

      Feb 2019 - now
      Trustee

      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. Show less

  • Licenses & Certifications

    • Cert CII (MP)

      The Personal Finance Society

    • CertPFS (Securities)

      The Personal Finance Society

    • CertPFS (DM)

      The Personal Finance Society

    • Cert SMP

      The Personal Finance Society
      Jan 2018

    • DipPFS

      The Personal Finance Society

    • MAAT

      AAT

    • Cert CII (ER)

      The Personal Finance Society
      Jan 2017

    • APFS

      The Personal Finance Society
      Dec 2017

    • Investment Company Accreditation

      The Association of Investment Companies (AIC)
      Mar 2023

  • Honors & Awards

    • Awarded to Felix Milton
      Top 35 Young Advisers Under 35 2020 New Model Adviser Dec 2020 I never thought in 2020 I'd be toughted as on my way to World Domination but there we are..! I am honoured to be featured in this list again amongst some incredible peers!https://citywire.co.uk/new-model-adviser/news/the-top-35-next-generation-advisers-2020/a1439722#i=19
    • Awarded to Felix Milton
      Top 35 Young Advisers Under 35 2019 New Model Adviser Dec 2019 I was delighted again to be recognised as one of the top 35 rising stars within the industry by one of the leading trade press titles, New Model Adviser. I also managed to maintain my spot as youngest on the list! https://citywire.co.uk/new-model-adviser/news/the-top-35-next-generation-advisers-2019/a1300503?section=new-model-adviser&_ga=2.114067207.1846750774.1575377250-537263024.1575377250#i=19
    • Awarded to Felix Milton
      Top 35 Young Advisers Under 35 2018 New Model Adviser Nov 2018 I was once again recognised as one of the top 35 rising stars within the industry by one of the leading trade press titles, New Model Adviser. This time I was the youngest in the whole list at only 24! https://citywire.co.uk/new-model-adviser/news/the-top-35-next-generation-advisers-2018/a1177350#i=16
    • Awarded to Felix Milton
      Top 35 Young Advisers Under 35 2016 New Model Adviser Dec 2016 I was chosen as one of the top 35 rising stars within the industry by one of the leading trade press titles, New Model Adviser. It was a great accolade to have and recognises my achievements at such a young age when compared to the industry average!https://citywire.co.uk/new-model-adviser/news/rising-stars-the-35-top-young-advisers-of-2016/a977867#i=20

  • Volunteer Experience

    • Treasurer

      Issued by Croyde Baptist Church on Sept 2016
      Croyde Baptist ChurchAssociated with Felix Milton