shareholders Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/shareholders/ North Devon's Leading Wealth Managers Sat, 09 Nov 2024 15:21:09 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png shareholders Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/shareholders/ 32 32 US election effects on the UK? https://www.miltonpj.net/2024/11/09/us-election-effect-on-uk/ Sat, 09 Nov 2024 15:21:04 +0000 https://www.miltonpj.net/?p=11477 So some amazing news from across the Pond. I say this in that the pundits were all predicting a rather different outcome and hence why we are amazed at what really happened. Whether you like ‘it’ or not, the people of the US have spoken and who are we to criticise or be disrespectful at […]

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]]> A bad Budget for business? https://www.miltonpj.net/2024/10/31/was-the-budget-2024-bad-for-business/ Thu, 31 Oct 2024 14:28:23 +0000 https://www.miltonpj.net/?p=11465 Welcome to the Budget. I suppose we can say ‘it wasn’t as bad as it could have been’ (as inferred previously that perhaps the snowstorm of released rumours was designed to frighten everyone witless) but there were some very nasty things in there impacting many people. I (nor independent commentators) don’t think she needed to […]

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]]> US stocks and the Budget https://www.miltonpj.net/2024/10/15/uk-budget-and-us-stocks/ Tue, 15 Oct 2024 12:56:16 +0000 https://www.miltonpj.net/?p=11439 Hurricane Milton wreaked havoc in Florida but nothing like the worst expected. We trust this namesake won’t be doing the same with markets! Helen was not so impressed it followed right after Hurricane Helene as well. This is a once-in-a-lifetime storm, we were told and as ever, the risk to life the biggest fear but […]

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]]> Oil prices and energy concerns https://www.miltonpj.net/2024/10/05/oil-prices-rise-how-will-it-affect-us/ Sat, 05 Oct 2024 13:39:34 +0000 https://www.miltonpj.net/?p=11423 Good afternoon. Along with Mr Felix Milton, I have just returned from an encouraging and helpful conference with ACFA – I have not been for a few years so it was a good and worthwhile event to recharge batteries. We were reminded of the value of the advice and service which a good financial adviser […]

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]]> Who needs financial advice? Can you afford not to? https://www.miltonpj.net/2024/10/02/investment-advice-is-vital-to-all-walks-of-life/ Wed, 02 Oct 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11430 There was a timely reminder of the invaluable advisory and guidance interactions we have with so many of our clients when two senior investment professionals noted they too have advisers, when many might assume they ‘can’t need them’. Perhaps we don’t blow our own trumpet enough in reminding clients how valuable our assistance to them […]

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]]> Interest rates and investment trusts https://www.miltonpj.net/2024/09/27/interest-rates-us-and-uk/ Fri, 27 Sep 2024 10:40:28 +0000 https://www.miltonpj.net/?p=11414 So the Fed has cut interest rates by a large 0.5%, helping to push Sterling to its highest against the Dollar and Euro since April 2022 (that’s a 23% gain on the Dollar since September 2022 – or a 23% loss on your unhedged US shares and bonds of course). If the Pound retains its […]

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]]> Then and now: 39 years and counting https://www.miltonpj.net/2024/09/18/marking-our-39th-pjm-and-co-anniversary/ Wed, 18 Sep 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11366 August marked the 39th anniversary of Philip J Milton & Company, so we thought we’d take a short look back at what has changed and some momentous 1985 events. Founder Philip Milton was born and bred in North Devon – he left school aged 16, joined one of the leading high street banks locally and […]

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]]> Our 39th anniversary as a wealth manager https://www.miltonpj.net/2024/09/13/philip-j-milton-and-co-39th-anniversary/ Fri, 13 Sep 2024 11:18:36 +0000 https://www.miltonpj.net/?p=11354 Well, the years rush past… August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for all […]

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]]> Don’t become an ‘advice gap’ statistic and lose out https://www.miltonpj.net/2024/08/07/are-you-an-advice-gap-statistic/ Wed, 07 Aug 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11386 We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs. So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year. […]

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]]> Odd markets, bubbles and opportunity https://www.miltonpj.net/2023/07/05/stock-markets-latest-bubbles-opportunity/ Wed, 05 Jul 2023 15:42:32 +0000 https://www.miltonpj.net/?p=10731 The markets have been continuing their sideways negativity, with some situations suffering ‘death by a thousand cuts’, as sentiment remains disillusioned. There are a few brighter spots this week, which is good but it’s easier for the marketmakers to mark things in red to try to drum-up trade than give optimism for the near future. […]

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