Philip J Milton & Company Plc Archives - Page 3 of 7

Regulation is well-intended but is it pushing some advisors to the brink?

People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation. But we thought it might be helpful to share some insights into the effects...

UK rise and Nvidia flying dangerously?

So after a useful catch-up, the UK market has pushed past France to regain top spot in European markets in capitalisation terms. That is also partly following the poorly-received election announcement by M. Macron. However, it should never have lost its status... Inflation comes back-in to descend to the Prime Minister’s target of 2% (well...

Half of those who withdraw from their pension ‘take no advice’

We’ve said it before, but would you attempt to remove the engine from your car if you weren’t a skilled mechanic? Or perhaps fix your plumbing pipework without any practical plumbing skills? No you wouldn’t. Even if you watched YouTube videos and read online ‘how to’ guides, you would not be as informed or skilled...

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...

Please think twice and don’t become a scam victim

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 reader,...

The politics of investment?

So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here... what possibly could go wrong over there? How are investments similar to politics? Well, here’s one. Over the...

General Election issues for the markets?

A General Election looms! So the Dow Jones has pushed higher again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here... what possibly could go wrong over there? The UK has been pushing...

Can you manage your own investments?

It may sound a good idea to save some money and manage your own investments – why pay ‘all those fees’ for experts when you can do it yourself? Those sentiments can often come back to haunt DIY plumbers or ‘home car mechanics’, who may end up with a worse mess than the initial problem! So,...

Fortune’s coin has flipped

Hasn’t it been lovely to actually have some real spring weather for a change! The Garden is looking lovely, with clematis, azaleas and wisteria either in bloom or soon, complemented by apple blossom, early bedding plants and the grass in otherwise muddy areas finally showing signs of recovery, from such a wet start to...

Why do some pension transfers take so long? Blame the ‘sludge’!

Clients often come to us wishing to transfer pension funds from previous employment into one consolidated pot so they can better manage their retirement fund – but the process can at times be a long one due to ‘red tape’. Anti-scam regulations – quite rightly there to protect people – can slow the transfer down...

Regulation is well-intended but is it pushing some advisors to the brink?

UK rise and Nvidia flying dangerously?

Half of those who withdraw from their pension ‘take no advice’

Market rises and speculation

Please think twice and don’t become a scam victim

The politics of investment?

General Election issues for the markets?

Can you manage your own investments?

Fortune’s coin has flipped

Why do some pension transfers take so long? Blame the ‘sludge’!

Risk Warning

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Philip J Milton & Company Plc

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