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

  • 4th February 2025 4th February 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Trump tariffs and market wobbles


We woke to face the reverberations from the threatened tariffs against Canada and Mexico by President Trump, amongst others and the EU and possibly the UK next. The markets are wobbling and the Dollar strengthening as it is feared the US will have to raise interest rates to support its policies as well as...

  • 20th December 2024 20th December 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Don’t be a superstitious pigeon when it comes to investing


It’s probably fair to say that many of us have ‘superstitions’ that govern our actions, at least on a superficial level and it was demonstrated in pigeons in the last century! For example, this could be wearing a ‘lucky shirt’ on game day for those who play various sports or perhaps weddings, which are rife...

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

Oil prices and energy concerns


Good afternoon. Along with Mr Felix Milton, I have just returned from an encouraging and helpful conference with ACFA – I have not been for a few years so it was a good and worthwhile event to recharge batteries. We were reminded of the value of the advice and service which a good financial adviser...

  • 2nd November 2023 10th November 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Better after the storm


I hope that your hatches are battened-down adequately against the latest storm bringing wild and wet conditions across much of the UK. Do keep safe. So after a law firm’s review, Nat West shares plunged more on the comments into the shenanigans over the attempted removal of Mr Nigel Farage’s account than the latest quarter’s...

  • 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 November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Philip's Comments

The science of investment explained


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...

  • 28th October 2022 28th October 2022 By Philip J Milton & Company Plc
  • Weekly Columns

May the new Prime Minister bring stable markets


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...

  • 20th July 2022 20th July 2022 By Philip J Milton & Company Plc
  • Philip's Comments

It’s not all doom and gloom


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...

  • 12th July 2022 12th July 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Hand pointing at financial market graph

Political shenanigans & stable UK markets


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...

  • 21st June 2022 21st June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
rates and markets

Interest rates go up, some markets go down


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
  • Trump/Musk split but record wealth levels for us
  • Milton News – Spring 2025
  • Crisis, what crisis? All good here!
  • Market news and investment
  • ISA reform looks likely – but no details as yet!
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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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Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

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