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...
Continue readingRaymond James Professional Development Forum
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...
Continue readingTom O’Neill: New Birthday Cards
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...
Continue readingKeeping It In The Family
Give your family the best chance at preserving wealth from one generation to the next, advises Alastair Brown of Raymond James...
Continue readingDeciphering the Market’s Difficult Message
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...
Continue readingLocal Team Sponsorships
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...
Continue readingPersonalised Strategies For Business Owners & Entrepreneurs
The expert team at Raymond James Ribble Valley has extensive experience working with business owners and entrepreneurs, guiding them through the different stages of growing their company...
Continue reading‘SOS Kit Aid’ Golf Day
SOS Kit Aid Golf Events Get Off the Ground with Support from Halbro Sportswear Raymond James supported the ‘SOS Kit Aid’ golf day on June 23rd at Staining lodge golf club. SOS kit aid is a fantastic charity that distributes second-hand and unused rugby kits to disadvantaged youngsters across the globe. These donations have...
Continue readingFulfil Your Dream With A Tailored Financial Plan
Tracey Board, co-founder of Raymond James Ribble Valley, advises on how you can achieve your dreams by having a tailored financial plan...
Continue readingWhy It Helps To Speak With An Expert
Help! We all need it now and again. Our loved ones are usually the first we turn to for advice, but should they be the first port of call for financial guidance? The experts at Raymond James explain...
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