North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

Saving People From Themselves


  • 29th May 2019 24th June 2019 By Philip J Milton & Company Plc
  • Philip's Comments

It is very hard doing that sometimes. It doesn’t matter how hard we try, the pretty advertisement promoted by some TV celebrity (adverts of which they are oblivious) saying how much of a fortune they have mad

How Does Inflation Affect your Investments?


  • 28th May 2019 28th May 2019 By Philip J Milton & Company Plc
  • Weekly Columns

The UK’s consumer price index (CPI) breached the Bank of England’s target for the first time this year rising to 2.1% in April, up from 1.9% last month.

Adviser versus Self-invest


  • 20th May 2019 24th June 2019 By Philip J Milton & Company Plc
  • Weekly Columns

This Thursday it is the EU elections. In theory, these should not have been taking place for the UK. It won’t impact the UK Parliament as it is MPs who need to support or decline a Brexit deal but the results could influence how these MPs react.

The significance of creating and updating your Will


  • 20th May 2019 20th May 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Do you have a Will in place? If so, when was the last time you looked at it? A survey produced in January 2018 based on 2,000 people by Macmillian Cancer Support has revealed that among over 55’s, 42% of people do not hold a W

Barnstaple Wealth Manager Retains Chartered Firm Status!


  • 13th May 2019 13th May 2019 By Philip J Milton & Company Plc
  • Press Release

The Chartered Insurance Institute (CII) has once again awarded the prestigious ‘Chartered Financial Planners’ title to Philip J Milton & Company Plc, North Devon’s leading wealth management and financial advisory firm. This follows a rigorous, challenging and time-consuming renewal process!

Buy to Let Property


  • 13th May 2019 13th May 2019 By Philip J Milton & Company Plc
  • Felix on the Voice FM, Philip J Milton & Co Videos

Chartered Financial Planner Felix Milton of Philip J Milton & Company Plc discusses Buy to Let Property on the Voice FM with Martin King.

What Are Our Client Relationships Like?


  • 13th May 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

do try our hardest to be responsive and prove that our clients’ needs are our best interests. We are not perfect but we give our best and believe we have instilled this within our staff too as long-term ethics and professionalism, albeit with a mantra that ‘however good we do something we can always try to do it better’.

Pension & Savings Time Bomb


  • 13th May 2019 13th May 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Recent research by Fidelity has found that whilst those who work for employers are beginning to feel the benefits of the Government auto-enrolment scheme, self-employed people are getting left behind when it comes to pensions and savings.

Over Reliance on State Benefits


  • 6th May 2019 13th May 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Figures published by the Office for National Statistics confirmed one in six (17%) pensioners in the UK are surviving on the State Pension alone.

Markets


  • 2nd May 2019 2nd May 2019 By Philip J Milton & Company Plc
  • Philip's Comments

If we are not careful we tend to be somewhat glib about market conditions. Remember how horrible things looked in mid-December?

Recent Posts
  • We’ve done better than most for our clients
  • Community, coffee and panto!
  • New Year reflections: Looking ahead and a tip
  • Will there be a New Year bounce?
  • Happy Christmas and on to the next chapter
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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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Philip J Milton & Company Plc

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

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

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