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

Election results

I realise this is hot on the heels of the last missive (it’s a short one!) but whatever your politics, I offer my hearty congratulations to Sir Keir Starmer on his success yesterday. The outcome is very decisive and we wish him and all of his soon-to-be-assembled team all the very best in managing...
  • 15th June 2024 15th June 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Market rises and speculation

So I was premature last time – Nvidia is now ‘worth’ more than Apple. Are the lunatics running the asylum, as speculative fervour has truly taken hold... there we are – the psychology of markets – I mean the masses? That’s not ‘investment’ – it’s sheer speculation, flows of money and the fear of...
  • 26th April 2024 29th April 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Markets rebound despite Middle East troubles

The markets are hoping that Middle-Eastern concerns have not escalated and after initial worries, markets have rebounded and the oil price slipped-back again. Let us be hopeful that is a permanent state of affairs though the Israel Hostage and Palestine situation does not go away. The UK and the US have approved further sums for...
  • 15th January 2024 17th January 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Financial predictions for 2024?

Ominous Bitcoin So the SEC has approved 11 ETFs which invest in Bitcoin. First of all, don’t worry – we shan’t be buying them. Bitcoin is not an ‘asset’ and has nebulous, proven legitimate value and use. This ‘development’ is added to the latest speculative explosion about ‘AI’ (which of course has myriad applications and...
  • 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...
  • 3rd January 2024 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Inflation drops more than expected for New Year

Inflation has fallen more sharply and sooner than expected, as 2023 gives way to 2024. It fell to 3.9% in the year to November, dropping more than anticipated from 4.9% in October, according to the latest data from the Office for National Statistics (ONS). Consumer prices index (CPI) inflation has now fallen by nearly 7%, having...
  • 1st January 2024 3rd January 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Inflation drops sharply

I hope that you have had a good Christmas break. Ours was very busy, with lots of friends and relatives with us but a privilege to be able to host them. We shall look forward to a rest afterwards! Before anything else, here are real hopes for a lovely, happy, prosperous, peaceful and healthy...
  • 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...
  • 6th December 2023 5th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Keep your powder dry and let the worm turn

As a Firm we send out regular newsletters to our clients to keep them up to date with global markets, world events and of course how ‘we’ (and they) are doing in terms of their investments. So this week we wanted to share just a little of our November newsletter to highlight the importance of...
  • 29th November 2023 14th December 2023 By Philip J Milton & Company Plc
  • Weekly Columns

What will the Autumn Statement mean for you and the UK?

The much-anticipated Chancellor’s Autumn Statement on Wednesday contained some good news for workers and measures that will help ISA savers and investors, but the overall effects on the UK economy remain to be seen. Chancellor Jeremy Hunt announced he was cutting the rate of National Insurance from 12% to 10%. This will be effective from...
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Recent Posts
  • Sterling effort, investment and taxes
  • The simmering stock market pot subsides
  • This too shall pass – market volatility is no need to panic
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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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