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

Charity Pay Et Al


  • 28th June 2021 28th June 2021 By Philip J Milton & Company Plc
  • Weekly Columns

I am sorry but I have always shared a concern when charities have morphed into ‘big business’.

Interesting Times


  • 25th June 2021 25th June 2021 By Philip J Milton & Company Plc
  • Philip's Comments

The US is now threatening action against growling inflation – or will it not… the jury’s out… (and the Bank of England says ours will hit 3%)

Interest Costs


  • 21st June 2021 21st June 2021 By Philip J Milton & Company Plc
  • Weekly Columns

The first is that unless you were born before roughly 1967, you have not really experienced borrowing money

Economic bounce & related struggle


  • 14th June 2021 14th June 2021 By Philip J Milton & Company Plc
  • Philip's Comments

I hope that you are enjoying the summer – we have been blessed with some really good weather recently

Takeovers


  • 14th June 2021 14th June 2021 By Philip J Milton & Company Plc
  • Weekly Columns

I have said many times that a ‘Value’ strategy can often lead to additional gains from takeovers. We have had far more than our fair share these last few years

2021 Interim Newsletter


  • 7th June 2021 7th June 2021 By Philip J Milton & Company Plc
  • Newsletters

I hope this interim newsletter arrives finding you as w

The Cost of Investment Management – and access to it


  • 7th June 2021 7th June 2021 By Philip J Milton & Company Plc
  • Weekly Columns

Our best interests are our clients’ best interests. If, at the end of the day, the client has a bigger and safer pot than they’d have otherwise, then those are our objectives.

SCORING GOALS FOR INVESTMENT CLIENTS


  • 3rd June 2021 29th September 2022 By Philip J Milton & Company Plc
  • Press Release
Leading independent investment managers and wealth advisers Philip J Milton & Company Plc of Barnstaple has just celebrated its best year’s performance for clients since the Firm was established in 1985. Keeping with the Firm’s tradition of doing what it can to support local charities and voluntary organisations, giving a little back to the very...

Continued Positivity


  • 2nd June 2021 3rd June 2021 By Philip J Milton & Company Plc
  • Philip's Comments

Well, things have continued positively – and still, in many regards, too positively in some areas.

Environmental, Social & Governance Funds


  • 1st June 2021 1st June 2021 By Philip J Milton & Company Plc
  • Weekly Columns

ESG funds have attracted about $340billion over the past two years

Recent Posts
  • We’ve done better than most for our clients
  • Community, coffee and panto!
  • New Year reflections: Looking ahead and a tip
  • Will there be a New Year bounce?
  • Happy Christmas and on to the next chapter
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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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