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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Why Spring Is the Ideal Time for a Fresh Perspective

Every year spring arrives with an inherently energising feel. The season brings longer days, brighter skies and a renewed sense of possibility. It’s a natural invitation to pause, reflect and reassess - not just in our personal lives, but in the way we approach our wealth, goals and future direction....

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Roses and thorns

With the effects of the tariffs announced by Donald Trump in the White House Rose Garden still to play out, Raymond James European Strategist, Jeremy Batstone-Carr, considers some of the potential effects on the global economy....

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Life After Business: Managing Wealth After Exit

Exiting a business is a significant milestone. One that often comes after years, if not decades, of hard work, dedication and personal investment. While the sale of a business can be both financially rewarding and emotionally complex, it also marks the beginning of a new chapter: managing the wealth you’ve worked so hard to create....

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Gearing Up To Sell Your Business

As a business owner, selling your business is one of the most significant decisions you will ever make. Whether you’re planning for retirement, pursuing new ventures or capitalising on growth, preparing your business for sale requires careful strategy, foresight and expert guidance....

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Investment Strategy Quarterly – April 2025

The second Investment Strategy Quarterly of 2025 takes the lid off some of the big themes in global investments at the moment, including the Trump effect across tariffs, deregulation, deportations and more, as well as options for UK market resilience in the face of challenging times. We also take a look at potential strategies...

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