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

Careful investment and risk


  • 14th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments
How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered.   So...

New Year reflections: Looking ahead and a tip


  • 31st December 2022 9th January 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Well, a Happy New Year to you and let us trust a more prosperous one too! I hope that you have had a good and comfortable Christmas time. It wasn’t so cold though the rain seems to have arrived with a vengeance now. We've been very fortunate compared to those in North America. It...

Will there be a New Year bounce?


  • 21st December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments
This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news.   Otherwise,...

Happy Christmas and on to the next chapter


  • 16th December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Well, I think that all which remains is to wish all our supportive readers a very Happy Christmas and dare I suggest a prosperous 2023. It’s certainly not been an easy 2022 and the Ukraine War is still over-shadowing so much and causing such grief but we must pity the poor Ukrainians and indeed...

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...

Prime Minister resigns


  • 20th October 2022 20th October 2022 By Philip J Milton & Company Plc
  • Philip's Comments
I feel I can’t keep sending ‘emergency’ eshots as things are changing so fast and the consequences and implications will take some time to digest by ‘everyone and everything’.It was sad to see the Prime Minister resign today. I don’t say that in any other way than criticism at the behaviour and reactions and...

How will the Mini Budget affect your finances?


  • 28th September 2022 28th September 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Markets? We are holding our own reasonably though Mini Budget week was savage and the negativity is continuing. Our hedging Dollar assets rose in Sterling terms and so many ‘value’ equities now are exceedingly attractive, with high dividend incomes.Do we trim some of our Defensive Dollar-based assets now? Growth areas were hit hardest –...

Farewell Your Majesty


  • 22nd September 2022 22nd September 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Goodbye Ma'am. What an amazing send off for a beloved monarch.
What a send-off to the Queen and what a truly remarkable character to emulate. Nowhere in the world can match what our little Country can do.  And for all those negative people out there, keen to knock back what we represent and achieve, it was and is time to reflect yet again.  ...

Yet another Blue Planet letter


  • 23rd August 2022 23rd August 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Dear Client and friendsI am immensely angry that despite warnings to the Trust in regard to the use of data from regulatory disclosures, many clients have received a second letter from Blue Planet. I wanted to assure clients that they have to do nothing as a consequence. Again I must issue a full letter...

Happy 70th anniversary Your Majesty


  • 1st June 2022 1st June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Queen's Coronation footstoll replica and memorabilia
The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now. Her Majesty actually ascended the throne on 6 February 1952 but did not wish...
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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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