Raymond James Latest Member! Over the past few weeks, we have welcomed a new member to the team, Nahla, a 6-month-old miniature Dachshund. Nahla has been keeping us all company in the office on most Wednesdays, becoming an integral part of the team. She fit straight into the team, providing some positivity throughout the...
Continue reading
What the Chancellor, Kwasi Kwarteng, presented to the House of Commons on Friday was definitively not a Budget; it was ‘The Growth Plan’. The sixth chancellor since 2016 was careful to avoid the B word, despite the huge sums of spending and borrowing that he announced – greater than in most, if not any,...
Continue reading
Gary Ward, Head of Branch Financial Planning and Chairman of the Love Longridge business group shares the excitement building around the town for this years’ most talked about event: “We are delighted to be supporting this brilliant, new, fun event which is coming to Longridge in September.”...
Continue readingA Different World For the majority of the past decade or so, the western World lived in a low inflation environment. Low-interest rates and central bank stimulus gave a boom in growth stocks and bonds, which lasted over a decade. We now live in a World characterised by soaring inflation driving cost of living...
Continue reading
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...
Continue reading
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....
Continue reading
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....
Continue reading
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...
Continue reading
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 reading
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 reading