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
    • Portfolio & Benchmark Returns
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

  • 20th July 2023 20th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Savings accounts are costing you money, says new report


A new report has revealed the shocking low level of investment in shares by the general public, with most people preferring to savings in cash – which hurts their bank balances and the nation as a whole. Did you know there is £1.8 TRILLION sat in cash savings accounts around the country? That sounds good,...

  • 5th July 2023 5th July 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Odd markets, bubbles and opportunity


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...

  • 1st June 2023 1st June 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Investment returns and falls


North Devon Business Awards We were delighted to be the main sponsor again for Business Action’s North Devon Business Awards. Well done to Rob Zarywacz and team for a great event and all that volunteer help in assimilating all the applicants and judging them too. Every applicant was a worthy contender but well done to those...

  • 23rd May 2023 23rd May 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Businessman is deeply reviewing a financial reports for a return on investment, ROI, or investment risk analysis.

Good news and a wind up


It is pleasing to report that the markets have decided to turn upwards slightly after a bit of a savaging as a result of the latest banking crisis. Unwatched by many (as few investors have had much exposure) the Japanese market has quietly been rising too, attracting overseas’ funds and companies there to buy...

  • 19th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns

UK stock market is one of the best for dividends


Despite the cost of living crisis, high interest rates and ongoing uncertainty, 2023 looks set to be the 'year of the dividends' for investors and in that regard the UK remains one of the best-valued markets around. A recent study of markets by Evelyn Partners said the firm was expecting investors to seek securities yielding...

  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Philip's Comments

The science of investment explained


So US inflation is tidier than expected and the NASDAQ rises by 7.5% on the day (as it is hoped further interest rate rises may not happen and indeed the next may be downwards) and a further 2% the next day. The mainstream market likewise rocketed and the US Dollar fell significantly too.Generally, investors...
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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

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