North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • 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

It’s not all doom and gloom

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

Political shenanigans & stable UK markets

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

What is it we actually do?

  • 14th June 2022 14th June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Businessman hands around a crystal ball with 'future' written on it
Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth...

Blue Planet Investment Trust letter – don’t worry

  • 9th June 2022 9th June 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all...

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...

Tech worm takes a bite of Apple as market volatility continues

  • 23rd May 2022 23rd May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
A caterpillar about to eat an apple
Downside volatility continues and the biggest and previously brightest names are the most afflicted. Apple has fallen and now overtaken again by Saudi Arabia’s Aramco Oil as the biggest global company (and its profits surged over 80% in the last quarter).Perhaps Apple and its owners are being reminded of Sir Isaac Newton’s gravity lessons....

High tide for overinflated tech bubble?

  • 4th May 2022 4th May 2022 By Philip J Milton & Company Plc
  • Philip's Comments
I shall make a prediction now. Elon Musk’s bid for Twitter may well be looked-back-upon as the pinnacle of the excesses of the ‘tech’ bubble (and after the Nasdaq indices have suffered their worst ever month). Of course, as usual it will only be time which tells but we are still enjoying seriously cheap...

It’s never too late – until it is

  • 4th May 2022 4th May 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Old hands holding young ones
Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition. This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve...

Shocking situation in the Ukraine

  • 1st March 2022 9th March 2022 By Philip J Milton & Company Plc
  • Philip's Comments

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Ups, downs and in the dog house

  • 18th February 2022 18th February 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Unhappy dog in dog house
I was pleased to hear Australia’s second wealthiest man, Andrew Forrest, is starting a criminal prosecution against Facebook for taking money from scammers and then publishing their adverts.It will be wonderful if the case succeeds and then compensation could be the next course for all those who have lost billions.It is not right that...
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Recent Posts
  • It’s not all doom and gloom
  • Are you retiring this year? Give it some thought
  • Political shenanigans & stable UK markets
  • Is crypto about to crash and burn?
  • Interest rates go up, some markets go down
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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.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

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