Milestone Wealth News
Throughout the year our opinion is sought by various publications. Copies of these articles are enclosed in the relevant year folder, our thanks to amongst others Investors Chronicle and Citywire for allowing us use of these articles.
Our Newsletters
A brief overview of the first budget by the new coalition government:
Budget Newsletter June 2010.pdf
Our new offices and ELEVATE: Spring 2010 Newsletter.pdf
2009 budget and the options for savers:
Summer 2009
Rates reach a new low and what is a MVA? Winter 2008
Market tumoil and The Pensions Bill: Summer 2008
Where now for Northern Rock and Global Markets update: Spring 2008
In the News 2010
Daily Finance - A Pension offer you should refuse 20th July 2010.pdf
Daily Finance - Fund promises that just don't add up 12th july 2010.pdf
Daily Finance- 'Investors don't chase hot sectors' 2nd April 2010.pdf
Hold or Fold: Iveagh Wealth Fund - January 2010
In the News 2009
Hold and Fold: Insynergy Odey fund - November 2009
Investors Chronicle: Capital Protection -
Unconstrained portfolios aim to protect assets by going everywhere. July 2009
Investors Chronicle: Student Funds -A stable, attractive and counter-cyclical asset. July 2009
Shares Magazine: SIPPS
A self-invested personal pension can help investors diversify their portfolio.- April 2009
Shares Magazine: Tips for year-end ISA investments - March 2009
Shares Magazine: Funds -Post credit-crunch, might not seem like the time to move out of cash, but investors will have little choice. - February 2009
Professional Adviser: A passion for planning
A founding partner of the Millfield Partnership, Neil Mumford became disillusioned with the commission-focused market and took two years out in Spain and South America. But his appetite for financial planning saw him return to the UK and set up Surrey-based Milestone Wealth Management, he tells David Burrows.
February 2009
Investors Chronicle: Minimum Risk Portfolio -A portfolio for Investors seeking capital preservation January 2009
In the News 2008
Hold or Fold: Resolution Corporate Bond vs Standard Life Corporate Bond
November 2008
Hold or Fold: JP Morgan Global Equity Income vs Martin Currie Global Alpha Fund
October 2008
Hold or Fold: Jupiter UK Special Situations vs Artemis UK Special Situations
June 2008
Market tactics: UK Equity Income funds
Even top fund managers in UK Equity Income funds have posted negative
returns in the last 12 months and the sector is not likely to get its
motor running again in the short term. But some high yield stocks look
cheap, so buying back into the market could prove fruitful.
May 2008
Hold or Fold: Invesco Perpetual Latin American vs Scottish Widows Latin American
April 2008
Hold or Fold: Gartmore China Opportunities Invesco Perpetual Hong Kong and China
January 2008