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
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

What does the banking crash mean for us?

  • 20th March 2023 20th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
What is it about March and crises affecting the financial markets? So Credit Suisse, one of the bastions of the Swiss banking industry has been swallowed by UBS and with a big write-down for its shareholders and 100% losses for those with the riskiest of its bonds. The reverberations appear to be continuing. ...

Silicon Valley Bank crash – what does it mean for us?

  • 14th March 2023 14th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
In view of last weekend’s news, I thought I had best issue a swift update on how we see things. At least today the US has announced that core inflation is still dropping – 6% as opposed to 6.4% so that’s good news too. The bad news is the collapse of SVB – Silicon Valley...

Accreditation, investments & good news

  • 8th March 2023 8th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
The Association of Investment Companies has introduced a new form of accreditation for advisers. It is training which explains how investment companies quoted on the markets differ from their ‘open-ended’ brethren which most investors are sold and explains the advantages and possible disadvantages.   AIC launches Investment Company Accreditation In its first week,...

UK tax boost and healthy investments

  • 2nd March 2023 2nd March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
So we’re told the Chancellor had £31billion more in tax receipts in January than he expected. So much for forecasts… who’d like to forecast how many forecasters predicted that? It may be very controversial to say so, but Liz Truss and Kwazi Kwarteng were the closest but that’s another story (and their problem was...

Spring investments

  • 23rd February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Spring is in the air! It’s really lovely to see the days drawing-out and some sunshine back. Snowdrops have been lovely this year and the daffodils and other bulbs will be out soon. It’s a year now since Russia invaded Ukraine and we can but hope and pray that something resolves soon over that...

Careful investment and risk

  • 14th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments
How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered.   So...

Important Update RE: Blue Planet Investment Trust Plc

  • 3rd February 2023 3rd February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

It really is quite unbelievable and wholly unacceptable and how ‘it’ has been allowed to do what it has done like this

Pensions, death and taxes

  • 2nd February 2023 2nd February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

We hear that death levels are elevated at the moment – please stay safe.

New Year rally

  • 19th January 2023 19th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Well, welcome to the highest ever levels for the FTSE100, what a pleasant ‘Father Christmas’ (well New Year) rally. The thing is, our market isn’t dear so the levels are nothing about which to be worried either. The same week also saw not the Bank of England Governor’s wish (he said wrongly in public...

We’ve done better than most for our clients

  • 10th January 2023 10th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Good day! Isn’t it nice to see the days draw-out already! Despite rain and the storms, spring and summer are coming!In the 3 Jan Financial Times the headline read ‘Wealth Industry battles one of the worst years for a century’. How did we fare?   It noted a ‘double-digit drop in stocks and bonds’...
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Recent Posts
  • What does the banking crash mean for us?
  • Silicon Valley Bank crash – what does it mean for us?
  • Accreditation, investments & good news
  • What is the cost of retirement?
  • UK tax boost and healthy investments
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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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