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
  • 14th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Careful investment and risk

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

Important Update RE: Blue Planet Investment Trust Plc

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

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

Pensions, death and taxes

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

  • 19th January 2023 19th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments

New Year rally

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...
  • 10th January 2023 10th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments

We’ve done better than most for our clients

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’...
  • 9th January 2023 10th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Community, coffee and panto!

Apologies for such a rapid next eshot but this is something rather different. We’d like to introduce two special community events which we hope will encourage people to get out and about a bit, socialise with others and enjoy a little bit of chat and laughter. I do hope at some point in the...
  • 31st December 2022 9th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments

New Year reflections: Looking ahead and a tip

Well, a Happy New Year to you and let us trust a more prosperous one too! I hope that you have had a good and comfortable Christmas time. It wasn’t so cold though the rain seems to have arrived with a vengeance now. We've been very fortunate compared to those in North America. It...
  • 21st December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Will there be a New Year bounce?

This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news.   Otherwise,...
  • 16th December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Happy Christmas and on to the next chapter

Well, I think that all which remains is to wish all our supportive readers a very Happy Christmas and dare I suggest a prosperous 2023. It’s certainly not been an easy 2022 and the Ukraine War is still over-shadowing so much and causing such grief but we must pity the poor Ukrainians and indeed...
  • 4th December 2022 4th December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

A snapshot of what we do as wealth managers

Let’s start with some good news. The price of wheat is back to where it was before Russia invaded Ukraine. I bet you haven’t read that anywhere. It really is quite amazing however, now almost down half on its March high. At this rate we’ll be thinking of buying-in again as we sold ours...
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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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