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
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us
  • 28th February 2022 28th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Scott clocks up an amazing 25 years – but hasn’t bought any camels

Although selling wives was not in the job description, becoming a financial planner was Scott Pickard’s dream from an early age. He is still living that dream as he celebrates a quarter of a century with a well-known North Devon firm. Scott has clocked up an impressive 25 years of service with Philip J Milton &...
  • 21st February 2022 9th March 2022 By Philip J Milton & Company Plc
  • Weekly Columns

Investment Strategy

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  • 21st February 2022 21st February 2022 By Philip J Milton & Company Plc
  • Newsletters

2022 Spring Newsletter

  • 18th February 2022 18th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Unhappy dog in dog house

Ups, downs and in the dog house

I was pleased to hear Australia’s second wealthiest man, Andrew Forrest, is starting a criminal prosecution against Facebook for taking money from scammers and then publishing their adverts.It will be wonderful if the case succeeds and then compensation could be the next course for all those who have lost billions.It is not right that...
  • 14th February 2022 9th March 2022 By Philip J Milton & Company Plc
  • Weekly Columns

Why good guidance is important

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  • 8th February 2022 8th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Idea lightbulb on pile of money cradled between two hands

Avoid being duped and why good guidance is so important

So inflation could touch 7.25%pa and the Bank of England is signalling its concern by doubling Base Rate to 0.5%.The Chancellor’s aid with the ‘cost of living’ is good but why not be more helpful?He could use the fuel duty and the extra VAT he is receiving on high fuel costs to remove Green...
  • 7th February 2022 9th March 2022 By Philip J Milton & Company Plc
  • Weekly Columns

Safe investments…?

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Recent Posts
  • Sterling effort, investment and taxes
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  • This too shall pass – market volatility is no need to panic
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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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