Barnstaple based Philip J Milton & Company Plc has made it into the Citywire New Model Adviser Top 100 again this year. This is indeed quite an accolade following such a year when Covid induced more troughs than peaks it seemed. The pandemic saw many investors panicking themselves into selling whilst others sat tight...
SCORING GOALS FOR INVESTMENT CLIENTS
Leading independent investment managers and wealth advisers Philip J Milton & Company Plc of Barnstaple has just celebrated its best year’s performance for clients since the Firm was established in 1985. Keeping with the Firm’s tradition of doing what it can to support local charities and voluntary organisations, giving a little back to the very...
Financial Vulnerability Charter
Philip J Milton & Company Plc is delighted to announce it has adopted the Personal Finance Society’s newly launched Financial Vulnerability Charter. Daily reminders occur of the scams and frauds happening to innocent, vulnerable people. It is a constant concern. We are very aware of the devastating impact such frauds can have and the Company...
Barnstaple Wealth Manager Retains Chartered Firm Status!
North Devon business boosts local charity
A small North Devon charity, Flying Fish Artists that supports people who have experienced mental health issues by using art as a means of therapy, has received a much welcome funding boost from a local business. A grant of £2,100 was awarded from The Philip J Milton & Company Plc Fund, a philanthropic fund administered by Devon Community Foundation.
Financial Adviser Sends Urgent Plea To North Devon Workers
Act Fast to avoid Dividend Tax!
With just a few weeks remaining before the end of the tax year, time is running out to use your tax-free ISA allowance. In addition to the well-known attraction of being completely tax-exempt, many investors are unaware of a small but hugely significant change to dividend tax, which make tax-free investment allowances all the more appealing.