Philip J Milton DipFS CFP™ Chartered FCSI (Financial Planning), Chartered FLIBF, Chartered FPFS, Chartered Wealth Manager
Managing Director
Upon leaving school at sixteen, Philip joined one of the leading high street banks and quickly gained his banking qualifications. He founded Philip J Milton & Company in 1985, starting out from a room in his parents’ home in Georgeham. Philip manages the Company’s discretionary funds and is one of the longest-standing managers of the same funds in the whole industry. Philip has amongst the highest level qualifications in the industry including an MBA, Certified Financial Planner and Chartered Wealth Manager. Philip has lived in North Devon all his life and is well-known in business and community circles being involved in many activities away from work too. He has also stood for Parliament but has retired from that pursuit now. He has been happily married to Helen since 1991 and they have four children.
Crisis, what crisis? All good here!
Before anything else, have a really lovely Bank Holiday weekend. I shall be helping at Braunton Fair on Monday and catching-up tomorrow… Crisis? What crisis? Could be the question our investors pose about the recent Trumpian-created volatility as we seemed to sail-through unscathed and emerging from the other side seemingly in better shape than when […]
Market news and investment
Meta and Microsoft both topped analysts’ expectations for latest quarter’s results at the same time the US economy suffered a regression of 0.3% in the first quarter’s ‘growth’ – apparently nothing whatsoever to do with President Trump of course and his actions of late. Gold has come-off its top – an over-extended spike it might […]
Growth, debt and the Titanic…
I was reminded recently that on 14 April it was the anniversary of the Titanic hitting the iceberg, in 1912. Had it hit it head-on, it would not have sunk. Are there analogies here for President Donald Trump’s tariff announcements…? This is either the fact that 90% of the problem isn’t obvious or maybe that […]