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 March 2022 14th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Protest manifestation against war in Ukraine on Republic Square of Paris on aug. 02. 2014 in Paris, France.

Ukraine and what it means for the markets

Good afternoon and what a beautiful spring day. Things are no better in relation to Ukraine but we must never give up on hope. Maybe for the first time ever the capacity of the ‘rest of the world’ to invoke sanctions will actually work and especially as finances are so intertwined these days.What the...
  • 9th March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Markets – Important

Market Updat

  • 1st March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Shocking situation in the Ukraine

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  • 28th February 2022 28th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Scott clocks up an amazing 25 years – but hasn’t bought any camels

Although selling wives was not in the job description, becoming a financial planner was Scott Pickard’s dream from an early age. He is still living that dream as he celebrates a quarter of a century with a well-known North Devon firm. Scott has clocked up an impressive 25 years of service with Philip J Milton &...
  • 18th February 2022 18th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Unhappy dog in dog house

Ups, downs and in the dog house

I was pleased to hear Australia’s second wealthiest man, Andrew Forrest, is starting a criminal prosecution against Facebook for taking money from scammers and then publishing their adverts.It will be wonderful if the case succeeds and then compensation could be the next course for all those who have lost billions.It is not right that...
  • 8th February 2022 8th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Idea lightbulb on pile of money cradled between two hands

Avoid being duped and why good guidance is so important

So inflation could touch 7.25%pa and the Bank of England is signalling its concern by doubling Base Rate to 0.5%.The Chancellor’s aid with the ‘cost of living’ is good but why not be more helpful?He could use the fuel duty and the extra VAT he is receiving on high fuel costs to remove Green...
  • 25th January 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Image of oil refinery and oil rig

Market news, discontented winter, investment and pensions

It seems we are entering a temporary ‘wobble’ period prefaced by developments on Ukraine’s border. These are disturbing and I hope will abate rather than escalate.However, this could be the precursor to a meltdown of US Tech in that the falls on Nasdaq have been savage and swift and these will percolate through to...
  • 13th January 2022 14th January 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Rishi Sunak visits, the markets and panto

Janus could look back on the year gone and look forward to the year to come and we do that too.   

  • 5th January 2022 6th January 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Busy financial markets

Looking into 2022

Philip J Milton looks ahead at what could be a lively 2022 for the markets

  • 23rd December 2021 23rd December 2021 By Philip J Milton & Company Plc
  • Philip's Comments

Merry Xmas

Merry Christmas from Philip J Milton & Co Plc and a Happy New Year!

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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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