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
Summer 2009
In this edition: Options for savers; Discretionary Trusts; Coping with debt; Funding a good income; Wills; Inheritance tax; Core investments.
Winter 2008
In this edition: Market Value Adjustments; Base Rate; Corporate Bonds; Market Turmoil; Stirling Down; Savers Options; Assets; Recession Survival Tips.
Summer 2008
In this edition: Market Turmoil; Pension Planning; Interest Rates; Global Market Review; Equities; Dividends; Property.
Spring 2008
In this edition: Northern Rock; Interest Rates; Global Market Review; Capital Gains; Inheritance Tax; ISAs; Funding Your Retirement; Gifting Your Property.
In the News 2010
Hold or Fold: Iveagh Wealth Fund
Both panellists give this fund the thumbs up, citing its unconstrained global mandate and
ability to generate relatively steady and predictable returns
January 2010
In the News 2009
Hold and Fold: Insynergy Odey fund
An impressive performance and skilful stockpicking make the fund a must for one adviser, while the other recommends buying the manager's Opus fund instead.
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
ISAs can be a wrapper for a host of different investments. Here we look at cash ISAs.
March 2009
Shares Magazine: Funds - Opportunity Knocks
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
Investors seeking capital preservation with maximum returns will have to accept some risk.
January 2009
In the News 2008
Hold or Fold: Resolution Corporate Bond vs Standard Life Corporate Bond
Our panel of advisers are not impressed with Resolution's performance although there are mixed feelings over its prospects in recovery. Meanwhile, there is agreement across the board on the strength of SLI's fund.
November 2008
Hold or Fold: JP Morgan Global Equity Income vs Martin Currie Global Alpha Fund
In times of trouble, the diverse reach of global income funds can provide a relatively safe investment and although our panel have some reservations this week, quality of management wins through.
October 2008
Hold or Fold: Jupiter UK Special Situations vs Artemis UK Special Situations
Our panel weighs up two contrarian funds that look to the long term for
growth. Each invests mainly in UK stocks, made attractive by weak
equity markets, and has a large-cap bias.
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
Our panellists give a six-out-of-six vote to the two funds this week with the caveat that they are not for the faint-hearted.
April 2008
Hold or Fold: Gartmore China Opportunities Invesco Perpetual Hong Kong and China
This week's funds have taken advantage of the burgeoning industries and
consumer spending in China and Hong Kong to produce impressive returns.
January 2008
In the News 2007
Hold or Fold: Schroder Global Property Securities vs Sarasin Real Estate Equity
This week's funds have enough skilled management and
diversification to gain positive ratings from all our panellists
despite the gloom around the sector.
November 2007
Hold or Fold: Jupiter Income vs M and G Dividend
Global equity income funds are growing in popularity but, for the
time being, UK-oriented funds remain a popular haven with
domestic investors. This week the panel looks at two income funds
from the UK sector which, between them, account for a staggering GBP5 billion plus in investments.
July 2007