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
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

Anniversary time and awkward markets


  • 15th August 2023 15th August 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Am not sure if I should be feeling old or not... am just passing the 38th anniversary of when for the first time I was sitting at my desk in the small office in my parents’ home in Georgeham, the first day of my business after I had given-up a promising career in mainstream...

Investment returns and falls


  • 1st June 2023 1st June 2023 By Philip J Milton & Company Plc
  • Philip's Comments
North Devon Business Awards We were delighted to be the main sponsor again for Business Action’s North Devon Business Awards. Well done to Rob Zarywacz and team for a great event and all that volunteer help in assimilating all the applicants and judging them too. Every applicant was a worthy contender but well done to those...

Government turnaround and market opportunities


  • 5th October 2022 5th October 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Well, economics and turnarounds where the Government would be lambasted whatever it did. However, the reversal of the 5% tax cut is purely political as the suggested £0.6-£2billion it raises is a tiny sum of the total tax take HMRC collected last year of £716billion.As an economist and not a politician speaking, I still...

How will the Mini Budget affect your finances?


  • 28th September 2022 28th September 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Markets? We are holding our own reasonably though Mini Budget week was savage and the negativity is continuing. Our hedging Dollar assets rose in Sterling terms and so many ‘value’ equities now are exceedingly attractive, with high dividend incomes.Do we trim some of our Defensive Dollar-based assets now? Growth areas were hit hardest –...

Is crypto about to crash and burn?


  • 8th July 2022 8th July 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Image of a Bitcoin on fire
Is it Armageddon for the cryptocurrency market? Recent headlines have shouted that more than $2trillion (yes, trillion!) has been wiped off the value of the overall crypto market following a crash since its high of November last year. Remember, these things are not regulated. That means there are no enforceable rules or protections and as...

What is it we actually do?


  • 14th June 2022 14th June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Businessman hands around a crystal ball with 'future' written on it
Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth...

Blue Planet Investment Trust letter – don’t worry


  • 9th June 2022 9th June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all...

Tech worm takes a bite of Apple as market volatility continues


  • 23rd May 2022 23rd May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A caterpillar about to eat an apple
Downside volatility continues and the biggest and previously brightest names are the most afflicted. Apple has fallen and now overtaken again by Saudi Arabia’s Aramco Oil as the biggest global company (and its profits surged over 80% in the last quarter).Perhaps Apple and its owners are being reminded of Sir Isaac Newton’s gravity lessons....

Wobbling markets and avoid the inheritance trap


  • 11th May 2022 11th May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Market slump graph line
The markets are deciding to have yet another wobble. The tech-based Nasdaq is now down 25% from its high and all those relying upon its major components for their cheap global tracker funds are beginning to realise that that’s not such a good idea after all when ‘all’ the tech stocks unravel so significantly...

High tide for overinflated tech bubble?


  • 4th May 2022 4th May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
I shall make a prediction now. Elon Musk’s bid for Twitter may well be looked-back-upon as the pinnacle of the excesses of the ‘tech’ bubble (and after the Nasdaq indices have suffered their worst ever month). Of course, as usual it will only be time which tells but we are still enjoying seriously cheap...
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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.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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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.

Registered and Incorporated in England number: 3233275

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