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 July 2019 5th August 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Drawing Pension Benefits


Annuity rates are on the route to their lowest level in three years with average income arranged on a standard basis having fallen by 5.5% since the beginning of the year.


  • 22nd July 2019 22nd July 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Two-thirds of UK Adult Population do not have life insurance


A survey from LifeSearch suggests that more than two thirds of the UK adult population either have no life insurance or do not know whether or not they hold life insurance cover.


  • 15th July 2019 12th September 2019 By Philip J Milton & Company Plc
  • Newsletters

Summer 2019 Newsletter


Interest rates in the UK remain at 0.75% and are poised to react to forthcoming changes in terms of both global growth and Brexit


  • 15th July 2019 15th July 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Record number saving for retirement


The number of people in the UK saving enough for a comfortable retirement has reached a record 59%!


  • 12th July 2019 15th July 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Not Worried About Inflation And What It Does To Your Money?


I really enjoyed the BBC2 programmes inside the Bank of England (iPlayer available!). However, something really struck me on the last episode.


  • 8th July 2019 8th July 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Is Buy-to-Let Still an Attractive Investment?


Figures provided from HM Revenue and Customs revealed there was an 18% increase in capital gains tax receipts in 2018-19 compared to the previous year, with the amount raised reaching £9.2bn.


  • 4th July 2019 8th July 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Ex-Organic Clients


I am pleased to report that we have some constructive news for ex-Organic Investment management clients.


  • 1st July 2019 15th July 2019 By Philip J Milton & Company Plc
  • Weekly Columns

A third of women have no pension plan


A recent survey has reported that around a third of women do not have a private pension plan, compared to a sixth of men.

Recent Posts
  • ISA reform looks likely – but no details as yet!
  • Growth, debt and the Titanic…
  • Client Letter – Trump’s tariffs
  • Inflation slows but is it the calm before the storm?
  • Tariffs leave shaken shares and markets
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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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