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
    • Portfolio & Benchmark Returns
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

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

Saving People From Themselves


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


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

How Does Inflation Affect your Investments?


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.


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

Adviser versus Self-invest


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.


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

The significance of creating and updating your Will


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


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

Barnstaple Wealth Manager Retains Chartered Firm Status!


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!


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

Buy to Let Property


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


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

What Are Our Client Relationships Like?


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’.


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

Pension & Savings Time Bomb


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.


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

Over Reliance on State Benefits


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


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

Markets


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

Recent Posts
  • Client Letter – Trump’s tariffs
  • Tariffs leave shaken shares and markets
  • Trump tariffs – don’t panic
  • ‘Low key’ Spring Statement contained few surprises
  • Days left to make ISA and Pension contributions before Financial Year ends
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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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