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

  • 24th May 2023 23rd May 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Pound coins pile with small plastic house on top

Planning ahead: Money changes still to come in 2023


What else is likely to happen in the months ahead to affect your outgoings and money matters, especially with costs continuing to increase, at least in the short term? London-based newspaper Metro has undertaken an interesting exercise looking at possible changes to household bills still to come in the rest of this year. Most are fairly...

  • 23rd May 2023 23rd May 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Businessman is deeply reviewing a financial reports for a return on investment, ROI, or investment risk analysis.

Good news and a wind up


It is pleasing to report that the markets have decided to turn upwards slightly after a bit of a savaging as a result of the latest banking crisis. Unwatched by many (as few investors have had much exposure) the Japanese market has quietly been rising too, attracting overseas’ funds and companies there to buy...

  • 9th May 2023 15th May 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Coronation, cost of living & currency


Before anything else, we hope you had a really Happy Coronation Weekend! Well done your Majesties! So, US growth is lower than expected, unemployment is rising in the UK and the US as job vacancies are falling and that is seen as good news so the markets react without great negativity... why? It may sound bizarre...

  • 14th March 2023 14th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Silicon Valley Bank crash – what does it mean for us?


In view of last weekend’s news, I thought I had best issue a swift update on how we see things. At least today the US has announced that core inflation is still dropping – 6% as opposed to 6.4% so that’s good news too. The bad news is the collapse of SVB – Silicon Valley...

  • 18th August 2022 18th August 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Floating balls with percentage symbol

Good news for client accounts


Well as expected, the Bank of England increased rates by the ‘biggest amount in 27 years’. It’s a tad disingenuous to say that 0.5% is ‘that’ but there we have it. And now headline inflation hits 10.1%, so I suppose in traditional economic terms the BOE will increase rates again (whether it is the...

  • 22nd April 2022 22nd April 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Coiled python

Economy chokes on the ‘pig’ of inflation


There is a colossal ‘pig in the python’ at the moment as the UK is experiencing its highest rate of inflation in 30 years. The Office for National Statistics has announced that rates rose to seven per cent in March, leaving households faced with increased prices for food, fuel, energy bills – pretty much everything. Unfortunately,...
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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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