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Jo Gliddon Wealth Management Ltd

  1. Barnstaple
  2. Barnstaple Accounting

Reviews, get directions and contact details for Jo Gliddon Wealth Management Ltd

Jo Gliddon Wealth Management Ltd
Address: 48 Lower Cross Rd, Bickington, Barnstaple EX31 2LE, UK
Phone: 01271 373948
State: Devon
City: Barnstaple
Zip Code: EX31 2LE

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Reviews
I was with this company investing in Isas for over 15 years to start with they were great. However the charges are high and really not worth it with as in the past 7 or so years they have really lost their edge. Several times in key obvious dips they have consistently failed to actively manage the investments. To start with I thought give the benefit of the doubt but the ineptitude in seeing The effects coming to market from things like covid waves etc is just really poor when even an inexperienced investor like me can see the threats and possibilities. Even when choosing to cash in my isa recently they lost over 2k despite giving them 2months flexibility, as they acted late and now seem to have sold at the lowest point in the market despite obvious changes on the horizon. In the end after the high charges my ISA has hardly kept pace with inflation where as my own investments saw 30 times the growth I got from Miltons by simply keeping an eye on things buying dips etc. Really sorry I could not recommend them at all despite being with them for over a decade.
My wife and I have always been good savers, but about 13 yrs ago needed to get professional advice as we realised that our savings could do better invested in equities. I had been reading a column in our local paper by Philip J Milton and was quite impressed, so we made an appointment and had the fsa regulated assessment. We have relied on PJ Milton to manage our pension savings as well as our discretionary equity ISAs for the last 13 yrs. I can honestly say that we have been more than pleased with the friendly and courteous way P J Milton handle our affairs. In spite of the downturn during the financial crisis of 2008 we took their advice to sit tight and don't panic! Today my wife and I are very pleased with how our investments are performing under P J Milton's excellent management, and would not hesitate to recommend them to others.
We started to use PJ Miltons services when our good friend passed away and we needed to set up a trust. They have helped us every step of the way, explaining things to us clearly. Everyone we have dealt with in the company has treated us with the greatest of courtesy and respect. Can not recommend them highly enough. Thanks to all for making our lives easier.
I've found Philip J Milton & Co depth of knowledge to be most helpful. They are only a phone call or email away, going above and beyond, making sure they give the best possible service. I have benefited financially from the time and effort they spent addressing previous poor financial advice.
Felix and Sophia have been my life saver after another pension company lost nearly all of my pension. I would recommend them to anyone nothing is to much trouble for them.
They are very efficient at what they do and they generally serve their purpose, with discretion and finesse. I would recommend them, I consider them to be very trustworthy.
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