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
  • 20th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Happy markets and a Merry Christmas

We’d like to wish all the readers of this column a very Merry Christmas and hope you are able to look forward to a positive New Year. The markets in fact are proving quite buoyant and we (and our clients of course) have seen some good increases in several of our core holdings. As of Monday...
  • 19th December 2023 28th December 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Encouraging end to a volatile 2023

Well, a nice Christmas Present of buoyant markets and some grand increases for several of our core holdings. Indeed, even today at the time of writing, of the FTSE350, of the major movers upwards to greet the morning, we have 11 of the strongest 12 – that must be a record for us... there...
  • 13th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

‘Santa Rally’ on investments points to a more positive Christmas

There is hope an early ‘Santa Rally’ for the markets and investments will continue as we roll on towards Christmas. This has been covered in our recent ‘eshot’ to clients and interested parties (if you’d like to sign up, please do get in touch) but we thought it wouldn’t hurt to cover a little in...
  • 8th December 2023 14th December 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Will ‘Santa Rally’ see us to Christmas?

I know it is early but I want to wish everyone a really Happy Christmas and New Year break. I shall no doubt repeat the greeting before the date but the preparations are already underway, so enjoy them as best as you can! Let us trust too we shall all continue to enjoy the early...
  • 6th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Keep your powder dry and let the worm turn

As a Firm we send out regular newsletters to our clients to keep them up to date with global markets, world events and of course how ‘we’ (and they) are doing in terms of their investments. So this week we wanted to share just a little of our November newsletter to highlight the importance of...
  • 6th December 2023 9th April 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Keep your powder dry and let the worm turn

As a Firm we send out regular newsletters to our clients to keep them up to date with global markets, world events and of course how ‘we’ (and they) are doing in terms of their investments. So this week we wanted to share just a little of our November newsletter to highlight the importance of...
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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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