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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
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

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


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

The science of investment explained


  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Philip's Comments
So US inflation is tidier than expected and the NASDAQ rises by 7.5% on the day (as it is hoped further interest rate rises may not happen and indeed the next may be downwards) and a further 2% the next day. The mainstream market likewise rocketed and the US Dollar fell significantly too.Generally, investors...

May the new Prime Minister bring stable markets


  • 28th October 2022 28th October 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Let’s hope we can look forward to a little stability under new Prime Minister Rishi Sunak – initial reports at the time of writing on Monday suggested the markets had responded well, Sterling was up and Gilt yields were lower. Time will tell of course and Mr Sunak has a very large task ahead of...

It’s not all doom and gloom


  • 20th July 2022 20th July 2022 By Philip J Milton & Company Plc
  • Philip's Comments
The candidates are being whittled-down. Different promises are being made and it is clear they can do ‘something’ on short-term economics too. They don’t seem to realise however that doling out cash benefits doesn’t cut the headline inflation rate as does cutting the taxes on the commodities we buy (which then cuts future inflationary...

Political shenanigans & stable UK markets


  • 12th July 2022 12th July 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Hand pointing at financial market graph
So I grab a week’s trip to visit our daughter in Malta doing a four-week Elective in the Valetta Hospital and I can’t trust you to look after our Prime Minister in that time. I don’t know. The markets and currency have been most resilient – as an ‘uncertainty’ about the possible ongoing uncertainty...

Interest rates go up, some markets go down


  • 21st June 2022 21st June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
rates and markets
Well. The world is a changed place, economically. The US has raised interest rates by the biggest one-day sum for 30 years but let’s not lose perspective – that is 0.75%pa.Our own rates have also risen 0.25% and the markets are saying ‘not enough’. This is after the lowest rates since the Bank of...
Recent Posts
  • What does the banking crash mean for us?
  • Silicon Valley Bank crash – what does it mean for us?
  • Accreditation, investments & good news
  • What is the cost of retirement?
  • UK tax boost and healthy investments
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