Philip J Milton & Company PLC
Active03233275Financial servicesIncorporated 2 Aug 1996 · Barnstaple
The principal activity of the company is transaction and management of ISAs, managed portfolios, pension funds and related financial services. Smaller revenue streams are also generated from taxation and accountancy services, will writing and executorship services.
Revenue
£4.9m
▲ +10.2% vs prior ~12m period
Profit after tax
£576k
Margin 17.4%
Employees
36
▲ +5.9% vs prior ~12m period
Net assets
£6.3m
Total assets £6.9m
Financial history
Revenue by accounting period
6 periods available · ▲ growth ▼ decline
Aug 2020Not available
Aug 2021
£4.1m
Aug 2022
£4.6m▲ +12.5%
Aug 2023Not available
Aug 2024
£4.4m
Aug 2025
£4.9m▲ +10.2%
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Aug 2025 | £4.9m | ▲ +10.2% | £845k | 36 | £6.3m |
| 31 Aug 2024 | £4.4m | — | £820k | 34 | £5.7m |
| 31 Aug 2023 | — | — | £742k | 32 | £5.0m |
| 31 Aug 2022 | £4.6m | ▲ +12.5% | £689k | 32 | £4.5m |
| 31 Aug 2021 | £4.1m | — | £1.7m | 35 | £4.1m |
| 31 Aug 2020 | — | — | — | — | £2.7m |
Latest available figures
Period ending 31 Aug 2025. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £4.9m
- Gross profit
- £2.9m
- Operating profit
- Not available
- Profit before tax
- £845k
- Profit after tax
- £576k
Balance sheet
- Total assets
- £6.9m
- Cash
- £208k
- Total liabilities
- £628k
- Net assets
- £6.3m
- Revenue per employee
- £135k
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