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 December 2024 20th December 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Don’t be a superstitious pigeon when it comes to investing


It’s probably fair to say that many of us have ‘superstitions’ that govern our actions, at least on a superficial level and it was demonstrated in pigeons in the last century! For example, this could be wearing a ‘lucky shirt’ on game day for those who play various sports or perhaps weddings, which are rife...

  • 12th December 2024 12th December 2024 By Philip J Milton & Company Plc
  • Philip's Comments

A pre-Christmas snapshot of the economy and markets


Well, whilst I anticipate another eshot just before the festivities, it seems apt to wish everyone a very Happy Christmas season, celebrations and relaxing times. The new government will be looking forward to some rest and apt navel gazing over the break. I am sure we shall all be wondering what might ensue from Syria...

  • 4th December 2024 4th December 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Record global dividends but is UK honeymoon over?


Good news that global dividends paid to investors hit a new record in the third quarter. This was $431billion according to Janus Henderson’s latest research, with 88% of companies increasing or holding their payout rates (84% in the UK, though the overall rate dropped in fact, as miners cut their special dividends from before). Dividends...

  • 18th November 2024 18th November 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Citywire Top 100, Budget and MIGO


Thank you Citywire again for the honour of being on the ‘Top 100 Financial Advisers’ list this year! We are very humbled. Top 100 2024: See the penultimate list of fantastic firms Whilst the photo Citywire uses still shows me with hair (!), the content is what counts – thank you everyone for the judgment and...

  • 9th November 2024 9th November 2024 By Philip J Milton & Company Plc
  • Philip's Comments

US election effects on the UK?


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...

  • 5th October 2024 5th October 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Oil prices and energy concerns


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...

  • 2nd October 2024 8th October 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Who needs financial advice? Can you afford not to?


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...

  • 7th August 2024 25th September 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Don’t become an ‘advice gap’ statistic and lose out


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. Research...

  • 3rd July 2024 25th September 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Regulation is well-intended but is it pushing some advisors to the brink?


People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation. But we thought it might be helpful to share some insights into the effects...

  • 15th May 2024 25th September 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Can you manage your own investments?


It may sound a good idea to save some money and manage your own investments – why pay ‘all those fees’ for experts when you can do it yourself? Those sentiments can often come back to haunt DIY plumbers or ‘home car mechanics’, who may end up with a worse mess than the initial problem! So,...
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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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