advice Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/advice/ North Devon's Leading Wealth Managers Sun, 15 Jun 2025 17:10:56 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png advice Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/advice/ 32 32 Happy Father’s Day and advice https://www.miltonpj.net/2025/06/15/what-is-the-value-of-good-advice/ Sun, 15 Jun 2025 16:41:03 +0000 https://www.miltonpj.net/?p=11868 Happy Father’s Day for Sunday, to all the fathers out there… this year, Citywire was keen to run a piece on fathers and sons working together and we were selected. It is published here… Father’s Day: How Philip and Felix Milton run a firm together so you can read all about how we addressed working […]

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]]> Portents and opportunities for 2025 https://www.miltonpj.net/2025/01/12/2025-gets-off-to-a-bad-financial-start/ Sun, 12 Jan 2025 13:32:46 +0000 https://www.miltonpj.net/?p=11594 I am afraid the portents have turned badly for 2025, here at home at least. We are reacting on investment strategies with enough good news stories to help against the negativity and don’t forget the UK was and is very cheap to start, so there is a protection cushion there regardless to make us somewhat […]

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]]> Don’t become an ‘advice gap’ statistic and lose out https://www.miltonpj.net/2024/08/07/are-you-an-advice-gap-statistic/ Wed, 07 Aug 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11386 We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs. So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year. […]

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]]> Regulation is well-intended but is it pushing some advisors to the brink? https://www.miltonpj.net/2024/07/03/are-financial-advisers-being-pushed-too-far/ Wed, 03 Jul 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11398 People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation. But we thought it might be helpful to share some insights into the effects […]

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]]> It’s never too late – until it is https://www.miltonpj.net/2022/05/04/its-never-too-late-until-it-is/ Wed, 04 May 2022 15:12:22 +0000 https://www.miltonpj.net/?p=10144 Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition. This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve what […]

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