North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
    • Career Opportunities
  • ServicesServices
    • 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
  • Contact Us

    Smaller Companies


    • 3rd December 2019 3rd December 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Well, suddenly, smaller company Investment trusts have seen a general surge in interest and the discounts at which so many have traditionally traded have almost evaporated as the value has been recognised

    Top 100 Advisory Firms


    • 21st November 2019 21st November 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Thank you New Model Adviser for awarding us with a certificate for being in the top 100 firms in the Country

    Woodford Investment Management


    • 28th October 2019 28th October 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Perhaps that is acceptable as these things can happen even to the most reputable of funds or groups I guess. However, here are a few points which might warrant consideration.

    Investment Trusts in the News Again


    • 18th October 2019 18th October 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    We have been buying the quoted Investment Trust – Patient Capital – from which the Group has also been sacked as manager.

    Brexit Uncertainties


    • 11th October 2019 11th October 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Curiously on the stockmarket front, things generally have been very sanguine overall. There have been continuing outflows of funds as investors have chosen to withdraw and build cash balances but despite some torrid political events

    PENSION FEES


    • 27th September 2019 27th September 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    So what do readers and the market think of the new service Lloyds Banking is launching?

    IT’S AN INEQUITABLE LIFE, HENRY


    • 16th September 2019 16th September 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Yes, I know – I spoke about the fantastic value represented by so many commercial property Investment Trusts savaged by a number of reasons including the Woodford saga in regard to ‘New River’ specifically.

    AFH-Consolidation in Financial Advice


    • 6th September 2019 12th September 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    Then we have the colossal uncertainty caused by Brexit. No, we can’t ‘blame’ Brexit and the vote as the reason for ‘not doing it’

    MARKET VALUE – THE UK


    • 23rd August 2019 23rd August 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    I have touched upon personal vulnerability before. It is a subject close to our hearts for clients. The conviction of the Church Warden over the killing of a vulnerable elderly man after first ensuring his Will had been changed in his favour, as well as defrauding an elderly woman (and potentially others) reminded us that we all need to be vigilant

    UK Value


    • 13th August 2019 13th August 2019 By Philip J Milton & Company Plc
    • Philip's Comments

    With Sterling so low and prospects for the UK being so unsettled because of the Brexit situation that the opportunities for corporate takeover are very high.

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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

    VAT number: 682 2544 28

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