financial scams Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/financial-scams/ North Devon's Leading Wealth Managers Mon, 24 Nov 2025 15:38:12 +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 financial scams Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/financial-scams/ 32 32 What the Chancellor should be saying in a pre-Budget speech… https://www.miltonpj.net/2025/11/12/chancellor-gives-pre-budget-speech-joke/ Wed, 12 Nov 2025 09:00:00 +0000 https://www.miltonpj.net/?p=12096 We try not to do politics in these columns but following headlines suggesting Chancellor Rachel Reeves may well become the first to increase Income Tax in 50 years in fact (breaking manifesto pledges in the process), we had a little go at envisaging her speech before the November 26 Budget. (The following is tongue in […]

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]]> Uncertainty and wobbles on global stage https://www.miltonpj.net/2025/10/23/growth-slows-amid-global-uncertainty/ Thu, 23 Oct 2025 09:00:00 +0000 https://www.miltonpj.net/?p=12055 Some really positive news from the Middle East at last. Whatever you think of him, well done President Trump for being the catalyst – time to move onto Russia in earnest now.  Let us hope that this awful conflict will also be over very soon now. Sadly, economically at home, unemployment rises, wage growth slows, […]

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]]> Oh what a show! https://www.miltonpj.net/2025/10/04/celebrations-for-pjm-and-co-40th/ Sat, 04 Oct 2025 14:44:04 +0000 https://www.miltonpj.net/?p=12023 Oh what a Circus! Oh what a Show! Philip J Milton & Company Plc has gone to Town! We were delighted to host so many of our clients, friends and staff at the celebrations at Trimstone on 20 September! Sadly we had picked the worst-weather day for ages and right after it was lovely… The […]

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]]> UK growth pains, our 40th and testimonials https://www.miltonpj.net/2025/09/19/uk-growth-struggles-as-chancellor-does/ Fri, 19 Sep 2025 09:00:00 +0000 https://www.miltonpj.net/?p=12009 Oh dear, so the latest UK economics’ figures for the month suggest there was zero growth (and also August’s government borrowing was higher than expected as well). As I have shared before, chancellors pre-spend their projection of economic growth’s increased tax revenues so when it doesn’t happen… and the flip side is then more people […]

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]]> Stamp duty shenanigans dent confidence https://www.miltonpj.net/2025/09/11/rayner-stamp-duty-row-dents-confidence/ Thu, 11 Sep 2025 09:00:00 +0000 https://www.miltonpj.net/?p=11997 Interesting times with politics and Stamp Duty shenanigans. They all affect investor sentiment too and confidence and upsets are not helpful. I do feel slightly sorry for Angela Rayner on this one in that one relies upon those completing the process to know what Stamp Duty to pay but of course if they were told […]

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]]> Rates cut, our 40th and Afternoon Tea https://www.miltonpj.net/2025/08/14/fca-fines-woodford-rates-cut/ Thu, 14 Aug 2025 09:00:00 +0000 https://www.miltonpj.net/?p=11953 So the FCA is issuing a hefty fine of £46million on Mr Neil Woodford and his Company. He is being banned from senior management roles and managing funds for private individuals – ouch. He is appealing (or perhaps to the FCA (which is also investigating his latest unregulated investment tipping activities) is that he is […]

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]]> Car finance, compensation & comedy https://www.miltonpj.net/2025/08/07/car-finance-compensation-could-be-worse/ Thu, 07 Aug 2025 09:00:00 +0000 https://www.miltonpj.net/?p=11939 Good afternoon. Interesting news for car finance companies over the weekend as compensation will be far more limited than worst fears.  It is not as if users did not know what they were going to pay for their car loan, so I am all rather cynical of this – as I was with the PPI […]

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]]> Inflation remains stubborn https://www.miltonpj.net/2025/07/01/inflation-stays-stubbornly-high/ Tue, 01 Jul 2025 14:41:02 +0000 https://www.miltonpj.net/?p=11884 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 including […]

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]]> Please think twice and don’t become a scam victim https://www.miltonpj.net/2024/06/12/dont-be-a-victim-of-financial-scams/ Wed, 12 Jun 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11406 There is more to being a wealth management service than looking after clients’ pension pots or seeking good investment opportunities on their behalf. Many times over the years we have been in business, we have found that we are a crucial barrier to our clients being scammed. ‘Of course that won’t be me!’ exclaims the […]

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