Megatrend Investing

A megatrend is a driving force of the transformation and development of the human race. Looking at past megatrends helps us understand our present, the identification of ongoing trends gives us the means to anticipate what our future might look like. From an investment perspective, this is extremely powerful. We ask ourselves- in this future that we anticipate, which assets could perform well and which ones could perform poorly? We then use this to help shape our investment decisions. There is a lot of money to be made by investing today in tomorrow’s World.

The demise of Neil Woodford

Neil Woodford CBE was lauded by the BBC in 2015 as “The man who cannot stop making money”. Once Known as “Britain’s Warren Buffet”, his career now lies in tatters with his face strewn over the tabloids almost daily, accompanied by disparaging headlines.

The Tax Man cometh… and he’s quite interested in your pension!

When it was introduced in 2006, the Lifetime Allowance (LTA) limit was only supposed to affect a very small number of pension investors. That it now raises £110m a year for HMRC, affects over 2,400 people and is rising at an eyewatering rate may encourage you to check your own pension provision.

Financial advice for savvy women

When I took my son along to his football practice last week, my daughter asked if she could join the team, this was the same when we went to Jujitsu the week after. Thankfully, there are lots of young girls keen to start playing football, which bodes well for the future of the sport. However, there is a shortage of female coaches for both sports. It got me thinking about the lack of female financial advisers within my own profession.

Invest with the Best

Head of Branch Investment Paul Gavaghan meets with Sarah Varley to explain how Raymond James Investments in Longridge are providing a truly bespoke service.

Planning For the Future

Sarah Varley meets Raymond James Investment Services’ branch principal Wayne Hayhurst to find out how they are helping people meet their financial objectives and life goals in a very bespoke way.