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
  • 6th May 2026 6th May 2026 By Philip J Milton & Company Plc
  • Philip's Comments

Markets, US highs and ongoing uncertainty

Just for a change, it is very difficult to interpret what is happening at the moment and to note the effects on markets. I say that tongue in cheek as of course, it is always difficult and when it appears that it isn’t, that is when complacency can preface an upset, so beware! The US...
  • 12th February 2025 12th February 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Good value, gold and Blackstone

Good afternoon. We hear BP may be in play as Elliott Investors in the US has accumulated a stake in one of our biggest companies. It’s ridiculously good value regardless and hasn’t kept up with other energy stocks. Meantime, our funds under management see yet new heights which is good, as many deep value...
  • 4th February 2025 4th February 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Trump tariffs and market wobbles

We woke to face the reverberations from the threatened tariffs against Canada and Mexico by President Trump, amongst others and the EU and possibly the UK next. The markets are wobbling and the Dollar strengthening as it is feared the US will have to raise interest rates to support its policies as well as...
  • 21st January 2025 21st January 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Trump inauguration and UK economy

Well, despite record low temperatures for a presidential inauguration so the event is moved inside, over here spring is in the air with new bird song, Albert the Peacock’s beautiful train almost complete, bulbs are showing and snow drops are emerging. Let us hope for good things to come and a great summer! In the...
  • 12th January 2025 12th January 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Portents and opportunities for 2025

I am afraid the portents have turned badly for 2025, here at home at least. We are reacting on investment strategies with enough good news stories to help against the negativity and don’t forget the UK was and is very cheap to start, so there is a protection cushion there regardless to make us...
  • 9th January 2025 9th January 2025 By Philip J Milton & Company Plc
  • Weekly Columns

Don’t be hasty! Taking stock after 2024

A Happy New Year to all readers of this column and we hope you can look forward to a positive and productive 2025. Our latest ‘eshot’ to clients has provided a brief snapshot of how we have been performing for them during the past year and some of our success stories, so we felt they...
  • 6th January 2025 6th January 2025 By Philip J Milton & Company Plc
  • Philip's Comments

New Year greetings and 2024 review

Happy New Year to you all. I hope that you have had a restful, positive and reflective Christmas break. Let’s see what the New Year will bring to us all. Some of the themes remain the same and I want to share optimism going forwards but cannot avoid the inevitable warnings about certain excesses...
  • 24th December 2024 24th December 2024 By Philip J Milton & Company Plc
  • Philip's Comments

Christmas greetings and market movements

Good afternoon - a Happy Christmas and prosperous New Year! Ahead of us we have our traditional Christmas Eve lunch before closing-down for the break. It was my Father’s birthday too and he used to be treated in exchange for doing our annual PAT... I hope that you have a lovely break and that...
  • 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...
  • 14th November 2024 14th November 2024 By Philip J Milton & Company Plc
  • Weekly Columns

US election ‘shock’ appeals to the markets

There was some amazing news from ‘across the Pond’ last week – ‘amazing’ in the sense that pundits were predicting a different outcome or at least a much closer race and not a conclusive victory for Donald Trump. Regardless of whether we like it or not, or what we fear may happen in the future,...
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Recent Posts
  • Markets, US highs and ongoing uncertainty
  • Market chaos silver lining
  • Global uncertainty but spring is here
  • Hunting for safe havens
  • Markets continue to wobble
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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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