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

Working Longer


  • 27th September 2019 27th September 2019 By Philip J Milton & Company Plc
  • Weekly Columns

The continuous rise in the State Pension age is having a significant impact on people having to work longer.

Pension Fees


  • 27th September 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

So what do readers and the market think of the new service Lloyds Banking is launching?

Inflation Falls


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

inflation reached its lowest rate since 2016, falling to 1.7% in August, which suggests that interest rates are unlikely to rise in the near future. This is lower than the expected rate of 1.9% and the Bank of England’s 2% target.

It’s An Inequitable Life, Henry


  • 16th September 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Yes, I know – I spoke about the fantastic value represented by so many commercial property Investment Trusts savaged by a number of reasons including the Woodford saga in regard to ‘New River’ specifically.

Equitable Life


  • 10th September 2019 10th September 2019 By Philip J Milton & Company Plc
  • Press Release

The end is now in sight for the sad but inevitable demise of Equitable Life, once one of the biggest and most trusted pension firms. In 2000 it ran into awful financial difficulties after promising many of its then 1.5 million customers better payouts than could be delivered.

Benefits of setting up a Trust


  • 9th September 2019 12th September 2019 By Philip J Milton & Company Plc
  • Weekly Columns

What is a Trust? A Trust is a legal structure that can manage all forms of assets for people.

AFH-Consolidation in Financial Advice


  • 6th September 2019 12th September 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Then we have the colossal uncertainty caused by Brexit. No, we can’t ‘blame’ Brexit and the vote as the reason for ‘not doing it’

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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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