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
  • 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

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 15th July 2020 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 15th July 2020 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 15th July 2020 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.

The European Dream


  • 5th August 2019 5th August 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Well here we are, with a new Government and the most ever Cabinet changes in a sitting party of power for sixty years. Whatever your views on Boris, I have optimism that going forwards

Not Worried About Inflation And What It Does To Your Money?


  • 12th July 2019 15th July 2019 By Philip J Milton & Company Plc
  • Philip's Comments

I really enjoyed the BBC2 programmes inside the Bank of England (iPlayer available!). However, something really struck me on the last episode.

Ex-Organic Clients


  • 4th July 2019 8th July 2019 By Philip J Milton & Company Plc
  • Philip's Comments

I am pleased to report that we have some constructive news for ex-Organic Investment management clients.

Investment Thoughts


  • 24th June 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Did you realise that despite all the negativity, in the US at the end of 2018, the numbers of jobs available exceeded the numbers of those seeking work? That’s quite a turnaround!

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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.

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