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

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

  • 28th October 2019 28th October 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Woodford Investment Management


Perhaps that is acceptable as these things can happen even to the most reputable of funds or groups I guess. However, here are a few points which might warrant consideration.


  • 24th October 2019 24th October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Inheritance Tax Planning


Inheritance Tax (IHT) planning is one aspect of financial planning that is often neglected, which can, in many instances, be a very costly error of judgement.


  • 18th October 2019 21st October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Teaching Financial Advice for the future


Only 52% of children aged between 7-11 years old have received or learnt about some aspects of financial education in schools.


  • 18th October 2019 18th October 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Investment Trusts in the News Again


We have been buying the quoted Investment Trust – Patient Capital – from which the Group has also been sacked as manager.


  • 11th October 2019 11th November 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Are you Adequately Insured?


Many take out life assurance to protect their families and loved ones from financial loss in the event of their deaths, especially if they have mortgages.


  • 11th October 2019 11th October 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Brexit Uncertainties


Curiously on the stockmarket front, things generally have been very sanguine overall. There have been continuing outflows of funds as investors have chosen to withdraw and build cash balances but despite some torrid political events


  • 7th October 2019 7th October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

The Importance of LPOA


Many people know the importance of making a Will but, whilst a Will directs how your affairs are to be handled following deat

Recent Posts
  • Milton News – Spring 2025
  • Crisis, what crisis? All good here!
  • Market news and investment
  • ISA reform looks likely – but no details as yet!
  • Growth, debt and the Titanic…
Categories
  • Uncategorised
  • Philip's Comments
  • Weekly Columns
  • Felix on the Voice FM
  • Philip J Milton & Co Videos
  • Newsletters
  • Brochures
  • Press Release
Archives
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • April 2016
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/

Find us on Facebook

Recent Tweets

Tweets by philipmilton

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

Financial Ombudsman Service

Copyright © 2024 Philip J Milton & Company Plc

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.AcceptReject Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy