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
    • 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

Investment psychology and trusts

  • 17th May 2023 22nd May 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Brainstorming concept, knowledge sharing
Albeit a little belated, I hope you had an enjoyable Coronation weekend. Whatever your views on the process, no other country in the world can replicate what we can produce so all applause to the thousands involved in whatever way they achieved such a successful event - and a restful holiday weekend, I trust...

Coronation, cost of living & currency

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

Investment opportunities and trends

  • 24th April 2023 24th April 2023 By Philip J Milton & Company Plc
  • Philip's Comments
You will recall the special opportunities I mentioned recently in several Investment Trusts? Triple Point Social Housing has been reading my missives. It has announced a small buy-back to cancel up to £5million of its shares at these seriously deep discounts and that has floated many of the similar boats. We don’t have that...

Happy Easter, good news and why you should avoid crypto

  • 8th April 2023 8th April 2023 By Philip J Milton & Company Plc
  • Philip's Comments
I wasn’t going to write so soon but the weather is changing, the spring sun is shining and well, after a rather grim few months I wanted to wish everyone a very Happy Easter! The word originated from the pagan goddess for spring, Ēostre but it reflects new life springing forth and the symbolism...

Latest on the banks crash and why forecasts are unreliable

  • 30th March 2023 30th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
So, a mini bank collapse (compared to the larger ones) which has passed without significant contagion, saw bank shares across the globe fall in value by $0.5trillion in a week, the most since the pandemic panic. This will affect investors’ portfolios everywhere as banks represent a large portion of market indices too. Goldman Sachs loses...

What does the banking crash mean for us?

  • 20th March 2023 20th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
What is it about March and crises affecting the financial markets? So Credit Suisse, one of the bastions of the Swiss banking industry has been swallowed by UBS and with a big write-down for its shareholders and 100% losses for those with the riskiest of its bonds. The reverberations appear to be continuing. ...

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...

Accreditation, investments & good news

  • 8th March 2023 8th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
The Association of Investment Companies has introduced a new form of accreditation for advisers. It is training which explains how investment companies quoted on the markets differ from their ‘open-ended’ brethren which most investors are sold and explains the advantages and possible disadvantages.   AIC launches Investment Company Accreditation In its first week,...

UK tax boost and healthy investments

  • 2nd March 2023 2nd March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
So we’re told the Chancellor had £31billion more in tax receipts in January than he expected. So much for forecasts… who’d like to forecast how many forecasters predicted that? It may be very controversial to say so, but Liz Truss and Kwazi Kwarteng were the closest but that’s another story (and their problem was...

It’s never too early to save for the next generation

  • 24th February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns
With fears about the cost of living and the potential worry of how your children or grandchildren might secure a foot on the property ladder, it is never too early to start saving for the next generation. Traditionally it was to start a savings account and pay a bit in regularly but there are a...
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Recent Posts
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  • Newsletter-Spring-2023
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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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