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Philip J Milton & Company Plc

03233275

active
Public Limited Company
england wales
Companies House
Health Score
86 / 100

Healthy

30/30
Filing
20/30
Financial
36/40
Risk
  • Going concern doubt noted in accounts (-10)
  • 2 outstanding charges (-4)

Details

CHOWEREE HOUSE, BARNSTAPLE, EX31 1RP
Incorporated 02/08/1996

Compliance

Last accounts

31/08/2025

full

Next accounts due

28/02/2027

On track

Confirmation statement

Last: 02/08/2025

Due 16/08/2026

On track

Industry

64205
Activities of financial services holding companies
64999
Other financial service activities
66300
Fund management activities

Officers

Mrs Helen Louise Milton

director · Since 02/08/1996

INDEPENDENT INVESTMENT CONSULT

BRITISH · ENGLAND · Age 63

Also on 3 other boards

Mr Philip James Milton

secretary · Since 02/08/1996

INDEPENDENT INVESTMENT CONSULT

ENGLISH · ENGLAND · Age 64

Also on 13 other boards

Mr Philip James Milton

director · Since 02/08/1996

INDEPENDENT INVESTMENT CONSULT

ENGLISH · ENGLAND · Age 64

Also on 13 other boards

Mr Scott William John Pickard

director · Since 11/10/2000

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 52

Mrs Sandra Joan Bright

director · Since 01/01/2006

PERSONAL ASSISTANT

BRITISH · ENGLAND · Age 59

Mrs Nicola Jane Baker

director · Since 01/03/2019

ADMINISTRATION ASSISTANT

BRITISH · ENGLAND · Age 41

Mr Felix James Milton

director · Since 01/03/2023

FINANCIAL ADVISER

BRITISH · ENGLAND · Age 31

Also on 1 other board

Mr Adam David Cooke

director · Since 30/03/2023

NON EXECUTIVE CHAIRMAN

BRITISH · ENGLAND · Age 66

Mr Steven Martin Dalzell

director · Since 06/04/2024

INVESTMENT ADVISER

BRITISH · ENGLAND · Age 53

Also on 1 other board

Persons with Significant Control

Mr Philip James Milton

25–50% shares

English · England · Age 64

Choweree House, 21 Boutport Street, Barnstaple, EX31 1RP

Notified 06/04/2016

Mrs Helen Louise Milton

25–50% shares

British · England · Age 63

Choweree House, 21 Boutport Street, Barnstaple, EX31 1RP

Notified 01/08/2016

Charges2 outstanding

Charge
outstanding

THE ROYAL BANK OF SCOTLAND PLC

Created 30/06/2015Registered 06/07/2015
charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 23/05/2012Registered 31/05/2012Satisfied 28/06/2012
charge
outstanding

BARCLAYS BANK PLC

Created 30/01/2009Registered 31/01/2009
charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 25/11/1997Registered 11/12/1997Satisfied 02/07/2012
charge
satisfied

THE ROYAL BANK OF SCOTLAND PLC

Created 17/02/1997Registered 05/03/1997Satisfied 02/07/2012

CompanyRankvs 15+ SIC 64205 peers
69

Financial strength95th percentile among SIC peers · 24/25
Employees99th percentile among SIC peers · 15/15
LiquidityCurrent ratio 15.47× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10Outstanding charges -10
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How is this score calculated?
Financial strength24/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Going concern doubt: -10 pts

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the original financial statements were authorised for issue. Our responsibilities and the responsibilities of the directors with respect t

Key FinancialsYear ending 31/08/2025

Turnover

£4.9M

Annual revenue

Net Worth

£6.3M

Balance sheet strength

Cash

£208k

Cash in the bank

Profit Before Tax

£845k

Bottom line earnings

Net Current Assets

£6.1M

Working capital

Current Assets

£6.5M

Current Liabilities

£423k

Fixed Assets

£336k

Debtors

£1.2M

Cost of Sales

£2.0M

Gross Profit

£2.9M

Admin Expenses

£1.7M

Profit After Tax

£576k

36avg. employees

Tax at Year End(2024)

Corp tax£271k

People Costs

Wages & salaries£1.1M
NI contributions£114k

Balance Sheet

Bank loans & overdrafts£201k
Assets less current liabilities£6.5M
Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
202515.47+£0
202515.47+£576k
202415.72+£667k
20238.12+£484k
20226.44

Derived from filed accounts. Not audited figures.