Raymond James, Ribble Valley Receives 4* Audit Sarah Carlin, Head of Branch Client Services at the Ribble Valley branch reflects on our recent branch audit. “We help our clients to make critical decisions about their future by understanding them, their values, goals, and aspirations”. “As a team, we strive to operate at the very...
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The summer months are typically characterised by limited news, thin trading volumes and illiquid conditions which, can serve to accentuate moves in financial asset prices both to the up and the downside. The summer of 2022 has proved an exception....
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Like all major life events, transitioning into retirement will be an adjustment. One day you may go from your seat at the top as a powerful executive to an armchair in your living room. It is important that you are ready for that change, so you can step into your new life with confidence....
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The investing environment could hardly be more challenging. Global economic activity is slowing, Western developed economies are flirting with recession, inflationary pressures are extremely elevated, and Western central banks remain committed to raising interest rates in a concerted effort to bring them under control. The geopolitical backdrop is still as dark as ever; the...
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If you are a Trustee of a Trust, it may need to be registered with the Trust Registration Service by the 1st of September 2022. For all Trusts required to register, the Trustees will need to provide information on the persons involved in the Trust (Settlor, Trustees and Beneficiaries) as well as details of...
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Raymond James Professional Development Forum Branch Principal Wayne Hayhurst reflects on his workshop presentation ‘Real world ideas to help you grow your practice’ at this years’ Professional Development Forum. The Forum welcomed delegates from Raymond James and Charles Stanley, who, alongside head office staff and sponsors, helped lead to a record 440 attendees over...
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For many, a daily hike became an integral part of their routine during lockdown. For those in and around the Longridge area, they will immediately recognise the adjacent image of the highland cows. These placid animals quickly became ‘local celebrities’, attracting a great deal of visitors to their field atop green bank quarry each...
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Give your family the best chance at preserving wealth from one generation to the next, advises Alastair Brown of Raymond James...
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More than 200 years ago, a French military officer stumbled across the Rosetta Stone, a 2000-year-old carving with clues to deciphering the Egyptian hieroglyphs that had puzzled the world for centuries. We don’t exactly have a Rosetta Stone for our perplexing market’s future – no one does. But just as the Rosetta Stone opened...
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Longridge Local Team Sponsorships Andrew Barr, Wealth Manager at the Ribble Valley branch, reflects on some of our most recent sponsorships and why investing in local sports teams is so important to us and our community: “We’re always looking for ways to help our local community and the idea of sponsoring grass roots football...
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