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

Warren Buffett


  • 28th May 2020 28th May 2020 By Philip J Milton & Company Plc
  • Weekly Columns

Investment Company Berkshire Hathaway suffered a record first quarter loss of a staggering $50Billion (£40Billion)

Are You Responsible For Your Own Decisions Even When They Are Foolish


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

Well, more of the same it seems and with quite wild daily fluctuations continuing

Dividends


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

I write on another ‘red’ day for the world markets. There aren’t any ‘particular’ reasons, in that the US Fed’s warning or the chancellors’ comments of ‘we are going into recession’ are unexpected by anyone.

Good news for a change


  • 14th May 2020 14th May 2020 By Philip J Milton & Company Plc
  • Weekly Columns

A recent study by the Association of British Insurers (ABI) suggests that when we move home, only 4% of us are notifying the provider of our pensions about our change of address.

Oil Price


  • 7th May 2020 15th July 2020 By Philip J Milton & Company Plc
  • Weekly Columns

The bizarre reverse oil price for Texas Crude shocked us all. How could it happen and does it reflect reality? Not really. What did happen (and can happen again) is that storage capacity for the stuff is filling-up.

Covid -19: Client Update


  • 1st May 2020 1st May 2020 By Philip J Milton & Company Plc
  • Philip's Comments

I am penning this message on one of the rare, recent pairs of up-days for global stockmarkets, as the ravages of
Covid-19 give the impression of abating marginally.

Oil Price


  • 1st May 2020 16th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

So the FTSE100 breaks back-through the 6,000 barrier on the upside. This is good news. As usual, we can’t say that it is permanent nor a ‘dead cat bounce’. That’s a ‘mere’ 23% higher than the recent low.

Recent Posts
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  • Accreditation, investments & good news
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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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