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

  • 21st August 2025 2nd September 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Our 40th and great numbers


The UK Economy grew by 0.3% in the first quarter – which is good news though some of it is clawing-back losses from before. However, the underlying trend shows very little improvement and as noted last time, the general employment situation is worsening.   In a nutshell (and stating the obvious), the more unemployed and the...

  • 1st July 2025 1st July 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Inflation remains stubborn


So, inflation remain stubbornly high at 3.4% despite people not feeling especially confident about spending. So much of our outgoings now go towards ‘tax’ of course and we don’t have any control over that (but government does)… So businesses and organisations are obliged to increase their prices to cover increased costs (especially employment but...

  • 24th May 2025 24th May 2025 By Philip J Milton & Company Plc
  • Philip's Comments

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...

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

This too shall pass – market volatility is no need to panic


For no ‘real’ reason, markets have decided it’s time for the coin to flip from ‘all news is positive’ to ‘all news is negative’ and within a matter of days sentiment has changed dramatically. I suppose we should have been expecting it, after such a positive run and after all we have said about...
Recent Posts
  • Our 40th and great numbers
  • Rates cut, our 40th and Afternoon Tea
  • Car finance, compensation & comedy
  • Raising tax without result
  • ‘Unexpected’ inflation really wasn’t
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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

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