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
  • Our Charges
  • Careers
  • Contact Us

Welcoming three new directors to PJM & Co

  • 30th May 2023 30th May 2023 By Philip J Milton & Company Plc
  • Philip's Comments
You’ll forgive I hope another missive so soon after the last one but we really wanted to share some good news with you as we have added a wealth of experience to our senior management team with the addition of three new directors. Philip J Milton and Company Plc has welcomed two highly respected figures...

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,...

What’s the state of the nation?

  • 26th November 2022 26th November 2022 By Philip J Milton & Company Plc
  • Philip's Comments
People sat around a table with a Union Flag on it
So the Autumn Statement is behind us. Taxes are up and so we now face the highest tax burden since WW2 as well as ‘enjoying’ the biggest public spending since the 1970s.The ‘Office for Budget Responsibility’, a relatively recently created quango and chaired by Richard Hughes, (Ed Miliband’s former policy adviser who was a...

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...

Government turnaround and market opportunities

  • 5th October 2022 5th October 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Well, economics and turnarounds where the Government would be lambasted whatever it did. However, the reversal of the 5% tax cut is purely political as the suggested £0.6-£2billion it raises is a tiny sum of the total tax take HMRC collected last year of £716billion.As an economist and not a politician speaking, I still...

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 –...

Latest in the Blue Planet saga

  • 31st August 2022 31st August 2022 By Philip J Milton & Company Plc
  • Philip's Comments
I am sorry to issue another eshot so soon, but Blue Planet Investment Trust’s ill-advised Board has decided to issue another letter and this time to the tiniest investors, to those with mere tens of pounds’ worth of investment in it. A letter is going to all participating investors soon.   I have...

Shark-infested financial waters

  • 26th August 2022 26th August 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A shark underwater
Happy birthday to me, happy birthday to me… I’ve passed the 37th anniversary of sitting in my tiny home office in Georgeham wondering ‘what had I done’… however, those thoughts didn’t last too long, even with numerous trials and tribulations since! There are no regrets and indeed, some of those first clients are still...

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...

Good news for client accounts

  • 18th August 2022 18th August 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Floating balls with percentage symbol
Well as expected, the Bank of England increased rates by the ‘biggest amount in 27 years’. It’s a tad disingenuous to say that 0.5% is ‘that’ but there we have it. And now headline inflation hits 10.1%, so I suppose in traditional economic terms the BOE will increase rates again (whether it is the...
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Recent Posts
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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

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