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

Interest rates go up, some markets go down


  • 21st June 2022 21st June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
rates and markets
Well. The world is a changed place, economically. The US has raised interest rates by the biggest one-day sum for 30 years but let’s not lose perspective – that is 0.75%pa.Our own rates have also risen 0.25% and the markets are saying ‘not enough’. This is after the lowest rates since the Bank of...

Fuel prices will come down – eventually


  • 21st June 2022 21st June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
petrol pumps
With the cost of filling the average family car with fuel now £100 and the price of a litre of petrol predicted to hit a record £2, it is having a huge impact on everyone. Public transport and alternatives such as cycling to work may appear green and a good solution, but for many here...

What is it we actually do?


  • 14th June 2022 14th June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Businessman hands around a crystal ball with 'future' written on it
Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth...

Blue Planet Investment Trust letter – don’t worry


  • 9th June 2022 9th June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all...

Happy 70 years on the throne Your Majesty!


  • 2nd June 2022 2nd June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Official logo for Queen Elizabeth's Platinum Jubilee
Before anything else, have a great Bank Holiday weekend! It is brilliant to recognise that today (Thursday, June 2) is the 69th anniversary of the Queen’s Coronation (70 years on the throne). Well done Ma’am!Never in history has anyone been more successful in travel, communication, business and political leadership and held such role for...

Happy 70th anniversary Your Majesty


  • 1st June 2022 1st June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Queen's Coronation footstoll replica and memorabilia
The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now. Her Majesty actually ascended the throne on 6 February 1952 but did not wish...
Recent Posts
  • What does the banking crash mean for us?
  • Silicon Valley Bank crash – what does it mean for us?
  • Accreditation, investments & good news
  • What is the cost of retirement?
  • UK tax boost and healthy investments
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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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