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
  • Our Charges
  • Careers
  • Contact Us

Shocking decisions, market musings and some passion

  • 22nd April 2022 22nd April 2022 By Philip J Milton & Company Plc
  • Philip's Comments
People jumping at sunset
So what on earth did Barclays do… It sold $15billion more of an investment product than the US SEC had authorised. So it had to cancel some and as a consequence, it cost the Bank £450million.Not unsurprisingly, but the share price has been hit and confidence shattered – who on earth was monitoring this? It...

Economy chokes on the ‘pig’ of inflation

  • 22nd April 2022 22nd April 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Coiled python
There is a colossal ‘pig in the python’ at the moment as the UK is experiencing its highest rate of inflation in 30 years. The Office for National Statistics has announced that rates rose to seven per cent in March, leaving households faced with increased prices for food, fuel, energy bills – pretty much everything. Unfortunately,...

The tax year is over! And why you really need good advice

  • 8th April 2022 8th April 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Accountant panicking behind pile of paper
Well, April 5 has happened and year-end investment reports will be produced now. We were manically busy in the run-up to the tax-year end but some people still missed the deadlines for Pensions and ISAs, people who are really in the ‘must use’ camp. We do try!We also had considerable funds ready for applications...

Energy price hike – what can you do?

  • 8th April 2022 8th April 2022 By Philip J Milton & Company Plc
  • Weekly Columns
A hand holding a lit light bulb
Anxious energy customers crashed the websites of major suppliers on Thursday as they rushed to avoid a huge price hike. Those on variable direct debits had been urged by money experts to take a meter reading on March 31 during what has been coined as ‘National Meter Reading Day’. This is because the energy price cap...
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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.

 

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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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