Letter from America

With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy....

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How to Spend Well in Retirement

For many, retirement brings a welcome sense of freedom- the opportunity to choose how you spend your time, your energy and your wealth. Yet with that freedom often comes a quiet question: Am I spending too much - or too little? In our latest blog, we discuss strategies for spending well in retirement, exploring...

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Investment Strategy Quarterly – July 2025

Our latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first...

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The merry, merry month of May

Despite stock markets making strong headway in May, uncertainty proved to be persistent. Our European Strategist, Jeremy Batstone-Carr considers the potential effects on the global economy....

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Exploring Innovation and Leadership in Montreal

In April, our Branch Principal, Wayne, was proud to attend the Raymond James Global Top 50 Advisors event in Montreal, Canada - a recognition given to just 50 advisors from a network of over 8,800! The event, hosted by Raymond James Financial, brought together industry leaders for a multi-day programme focused on leadership, innovation...

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Cashflow Modelling: Looking Beyond the Numbers

Planning for you and your family’s financial future is a deeply personal journey - one that should be tailored to your unique circumstances, timelines and significant life events. Cashflow modelling plays a key role in shaping a strategy that both supports your immediate needs and your long-term goals....

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