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
  • 31st December 2022 9th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments

New Year reflections: Looking ahead and a tip

Well, a Happy New Year to you and let us trust a more prosperous one too! I hope that you have had a good and comfortable Christmas time. It wasn’t so cold though the rain seems to have arrived with a vengeance now. We've been very fortunate compared to those in North America. It...
  • 21st December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Will there be a New Year bounce?

This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news.   Otherwise,...
  • 16th December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Happy Christmas and on to the next chapter

Well, I think that all which remains is to wish all our supportive readers a very Happy Christmas and dare I suggest a prosperous 2023. It’s certainly not been an easy 2022 and the Ukraine War is still over-shadowing so much and causing such grief but we must pity the poor Ukrainians and indeed...
  • 15th December 2022 21st February 2023 By Philip J Milton & Company Plc
  • Newsletters

MILTON NEWS – Winter 2022 Edition

  • 4th December 2022 4th December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

A snapshot of what we do as wealth managers

Let’s start with some good news. The price of wheat is back to where it was before Russia invaded Ukraine. I bet you haven’t read that anywhere. It really is quite amazing however, now almost down half on its March high. At this rate we’ll be thinking of buying-in again as we sold ours...
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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.

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