North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
    • Career Opportunities
  • ServicesServices
    • 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
  • Our Charges
  • Contact Us

    Charitable Foundation Brochure


    • 28th November 2019 28th November 2019 By Philip J Milton & Company Plc
    • Brochures
    Click here to view the full version

    Financial Advent Calendar


    • 25th November 2019 25th November 2019 By Philip J Milton & Company Plc
    • Weekly Columns

    If you are a non-taxpayer (ie earn below £12,500 for the current tax year) and your spouse is a basic rate taxpayer, you are able to transfer £1,250

    Top 100 Advisory Firms


    • 21st November 2019 21st November 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Thank you New Model Adviser for awarding us with a certificate for being in the top 100 firms in the Country

    Filing your Tax Return


    • 18th November 2019 18th November 2019 By Philip J Milton & Company Plc
    • Weekly Columns

    There are many personal circumstances that require you to complete a tax return and it is your responsibility to register with HMRC for self-assessment should your circumstances change.

    Diversification in your savings


    • 1st November 2019 1st November 2019 By Philip J Milton & Company Plc
    • Weekly Columns

    The simplest diversification is to have a lot of dice (investments), meaning any losses may be counteracted by the other investments.

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    • Charitable Foundation Brochure
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    • Top 100 Advisory Firms
    • Filing your Tax Return
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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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    Financial Ombudsman Service

    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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