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
    • 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
  • 5th January 2024 15th January 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Good news to start 2024

A welcome piece of good news on the last trading day of 2023 – Lonfin, a long-term holding of ours (albeit small overall), has announced that its key connected party, Western Selection, is making a significant cash repayment to shareholders, including Lonfin. This is our 16th piece of positive corporate news in 2023 affecting closed-ended...
  • 20th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Happy markets and a Merry Christmas

We’d like to wish all the readers of this column a very Merry Christmas and hope you are able to look forward to a positive New Year. The markets in fact are proving quite buoyant and we (and our clients of course) have seen some good increases in several of our core holdings. As of Monday...
  • 19th December 2023 28th December 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Encouraging end to a volatile 2023

Well, a nice Christmas Present of buoyant markets and some grand increases for several of our core holdings. Indeed, even today at the time of writing, of the FTSE350, of the major movers upwards to greet the morning, we have 11 of the strongest 12 – that must be a record for us... there...
  • 13th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

‘Santa Rally’ on investments points to a more positive Christmas

There is hope an early ‘Santa Rally’ for the markets and investments will continue as we roll on towards Christmas. This has been covered in our recent ‘eshot’ to clients and interested parties (if you’d like to sign up, please do get in touch) but we thought it wouldn’t hurt to cover a little in...
  • 8th December 2023 14th December 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Will ‘Santa Rally’ see us to Christmas?

I know it is early but I want to wish everyone a really Happy Christmas and New Year break. I shall no doubt repeat the greeting before the date but the preparations are already underway, so enjoy them as best as you can! Let us trust too we shall all continue to enjoy the early...
  • 16th December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments

Happy Christmas and on to the next chapter

Well, I think that all which remains is to wish all our supportive readers a very Happy Christmas and dare I suggest a prosperous 2023. It’s certainly not been an easy 2022 and the Ukraine War is still over-shadowing so much and causing such grief but we must pity the poor Ukrainians and indeed...
Recent Posts
  • Sterling effort, investment and taxes
  • The simmering stock market pot subsides
  • This too shall pass – market volatility is no need to panic
  • UK shares, Budget and what’s next?
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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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