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

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

    Related Posts

    Wealth & Investment Management Services

    5th February 2019

    Recent Posts
    • Smaller Companies
    • Charitable Foundation Brochure
    • Financial Advent Calendar
    • Top 100 Advisory Firms
    • Filing your Tax Return
    Categories
    • Philip's Comments
    • Weekly Columns
    • Felix on the Voice FM
    • Philip J Milton & Co Videos
    • Newsletters
    • Brochures
    • Press Release
    Archives
    • 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
    Previous Post
    Back
    Next Post
    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

    Latest Tweets

    • We are pleased to be a main sponsor of Barnstaple's Christmas Lights' https://t.co/p1HyYpedgt 23 hours ago
    • @ leonie_the_pony And delivering Brexit so the economy will settle and recover and be able to afford to pay for it! ;) 2019/12/01
    • 12 EU states reject move to expose companies' tax avoidance https://t.co/mVEwLvPizY 2019/11/30
    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

    Copyright © 2019 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.Accept Reject Read More
    Privacy & Cookies Policy

    Necessary Always Enabled

    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