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 March 2025 26th March 2025 By Philip J Milton & Company Plc
  • Weekly Columns

What is likely to happen in today’s Spring Statement?


The Spring Statement is ‘not a Budget’ says the Chancellor as she prepares to unveil her plans for the UK economy in Parliament today (Wednesday). Rachel Reeves has already pledged she will not be raising taxes, saying this would only happen with ‘one financial event a year’ – the Autumn Budget but measures announced will...

  • 23rd March 2025 23rd March 2025 By Philip J Milton & Company Plc
  • Weekly Columns

State Pension booster deadline is looming


Time is running out for anyone who wants to boost their State Pension by paying for any missing National Insurance years, Martin Lewis has warned. People aged between 40 and 73 have until just April 5 this year to plug any gaps in their NI payments by buying missing years going back to 2006. After the...

  • 23rd March 2025 23rd March 2025 By Philip J Milton & Company Plc
  • Philip's Comments

US wobbling subsides – for now


Wobbles in the States saw the Nasdaq lose 4% in one day – not much in one sense but the biggest one-day loss since October 2022, all the same. An 890 point drop on the Dow worried people too. Are these very dramatic changes a sign of negativity to come for the US? Remember as...

  • 8th March 2025 8th March 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Volatile US stocks


Volatility led by the US has escalated quite dramatically. It's impacted market values – especially some US tech cos and Nasdaq has drifted 10% now but the concerns over tariffs and the Ukraine situation and the US reaction to it, let alone clumsy politics and diplomacy, have not helped. Suddenly Nvidia and Tesla aren't...
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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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