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
    • Portfolio & Benchmark Returns
    • 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

  • 26th July 2023 25th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Replacing your State Pension could cost a fortune


Recent news the State Pension booster scheme has been extended until 2025 is very welcome, but did you know it could cost you a small fortune to replace the full State Pension if you’re not eligible for it? Data from sharingpensions.co.uk published in June has shown it would cost just over £205,430 of pensions savings...

  • 25th July 2023 25th July 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Kinder markets and when to move?


I took a couple of days’ break to attend our Daughter Esme’s graduation and the markets were good to us and there’s now one more NHS Doctor. Perhaps I need to take more time away if it helps so many of our investments rise in value...! It is interesting however – we try our hardest...

  • 20th July 2023 20th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Savings accounts are costing you money, says new report


A new report has revealed the shocking low level of investment in shares by the general public, with most people preferring to savings in cash – which hurts their bank balances and the nation as a whole. Did you know there is £1.8 TRILLION sat in cash savings accounts around the country? That sounds good,...

  • 13th July 2023 13th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Probate delays adding extra costs for bereaved families


Families are seeing potential extra costs due to delays of up to several months before probate is granted after a death – but there are some things you can do to keep the costs down. A grant of probate is a legal requirement for anyone handling the estate of a deceased person, before any inheritance...

  • 11th July 2023 11th July 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Gilts, Sterling recovery and markets


So the UK Government has sold the most expensive Gilt since 2007, paying 5.668% till redemption in October 2025. That is significantly higher than the rates which were applying only a few years ago. Unless inflation abates (and wage figures today don’t help) then the cost of servicing the National Debt will rocket and...

  • 5th July 2023 5th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

The early bird gets the pension payout


We have said it before, but it’s never too early to start planning your retirement – research released this week has shown those who save into a pension in later life will be significantly worse off, despite earning a higher salary. Analysis by Standard Life found those who started pension savings between the ages of...

  • 5th July 2023 5th July 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Odd markets, bubbles and opportunity


The markets have been continuing their sideways negativity, with some situations suffering ‘death by a thousand cuts’, as sentiment remains disillusioned. There are a few brighter spots this week, which is good but it’s easier for the marketmakers to mark things in red to try to drum-up trade than give optimism for the near...
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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

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