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

  • 16th December 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

The Election


Well. The extent of the outcome is a surprise but very welcome – I don’t say that ‘politically’ but to be grateful to secure some much-needed certainty for us all.


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

Old Funds & Old Advisers


Believe it or not but close-to £184billion of unitised funds still pay regular commission to the original selling adviser.


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

Smaller Companies


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


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

Top 100 Advisory Firms


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


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

Woodford Investment Management


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.


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

Investment Trusts in the News Again


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


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

Brexit Uncertainties


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


  • 27th September 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Pension Fees


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


  • 16th September 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

It’s An Inequitable Life, Henry


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.


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

AFH-Consolidation in Financial Advice


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’

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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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