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
  • Our Charges
  • Careers
  • Contact Us

Funeral plans to finally be regulated by the FCA


  • 5th August 2022 5th August 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Funeral flowers laid on a plain background
Pre-paid funeral plans are finally and at long last being regulated following legislation passed by Parliament. As of July 29, the FCA (Financial Conduct Authority) will regulate these plans and is authorising 26 providers. It is understood that together these firms hold about 1.6million plans, which makes up 87% of the market. Regular readers of this...

Are you retiring this year? Give it some thought


  • 19th July 2022 19th July 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Hundreds of thousands of workers will retire at the ‘worst time in two decades’ this year, according to a recent article in The Telegraph. With oil prices soaring, stocks falling and ever-increasing inflation, it is certainly an unstable time for the markets upon which so many pension pots rely. The fear is that people have seen...

Is crypto about to crash and burn?


  • 8th July 2022 8th July 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Image of a Bitcoin on fire
Is it Armageddon for the cryptocurrency market? Recent headlines have shouted that more than $2trillion (yes, trillion!) has been wiped off the value of the overall crypto market following a crash since its high of November last year. Remember, these things are not regulated. That means there are no enforceable rules or protections and as...

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...

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...

It’s never too late – until it is


  • 4th May 2022 4th May 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Old hands holding young ones
Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition. This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve...

Economy chokes on the ‘pig’ of inflation


  • 22nd April 2022 22nd April 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Coiled python
There is a colossal ‘pig in the python’ at the moment as the UK is experiencing its highest rate of inflation in 30 years. The Office for National Statistics has announced that rates rose to seven per cent in March, leaving households faced with increased prices for food, fuel, energy bills – pretty much everything. Unfortunately,...

Energy price hike – what can you do?


  • 8th April 2022 8th April 2022 By Philip J Milton & Company Plc
  • Weekly Columns
A hand holding a lit light bulb
Anxious energy customers crashed the websites of major suppliers on Thursday as they rushed to avoid a huge price hike. Those on variable direct debits had been urged by money experts to take a meter reading on March 31 during what has been coined as ‘National Meter Reading Day’. This is because the energy price cap...

Russian Madness


  • 7th March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Weekly Columns

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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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