In the community- Ribble Valley Wealth managers


  • Budget Newsletter March 2023 March 17, 2023 Our Spring Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the new tax year - which is almost upon us. Continue Reading
  • When The Balloon Goes Up March 2, 2023 When The Balloon Goes Up Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services A new term has entered the financial market lexicon, “geoeconomics”. Continue Reading
  • Six Characters in Search of an Author February 22, 2023 In this month’s Market Commentary, Raymond James UK European Strategist, Jeremy Batstone-Carr, considers the impact of policy changes in China, plus a look at the UK equity market, the US dollar, and a spotlight on the world’s central bankers. Continue Reading
  • Shape Up Your Finances This New Year January 16, 2023 In the heart of Longridge, situated in the old NatWest bank building on the high street, Raymond James Ribble Valley offers a range of services and capabilities normally only found in big cities. Here are some practical ideas for your financial plans this year, as well as some ways the Raymond James, Ribble Valley team might help. Continue Reading
  • 2023 Outlook January 9, 2023 Our latest Investment Strategy Quarterly discusses the potential opportunities and challenges the new year may bring. With features broadly assessing the outlook for 2023, from an analysis of global developed markets to a search for context and opportunities against the backdrop of an economic slowdown. Read all this and more in Investment Strategy Quarterly: 2023 Outlook. Continue Reading
  • Restoring Credibility December 16, 2022 Financial markets continued their revival from the early summer lows through November as investors’ perceptions regarding the risks prevalent throughout 2022 diminished somewhat. That those risks had not disappeared completely was evidenced by violent protests breaking out across China at the end of the month in response to the new Chinese government’s apparent desire to persist with its aggressive “zero Covid” policy. Continue Reading
  • Budget Newsletter November 21, 2022 The line between Statements and Budgets has blurred in recent years. Chancellor Jeremy Hunt’s second major announcement was designated as an Autumn Statement, but it will have a greater financial impact than most Budgets. A broad range of tax increases and spending cuts ensures that will be the case, regardless of the Treasury branding. Continue Reading
  • Age UK X Raymond James, Ribble Valley Fashion Show November 4, 2022 Tracey Board, Wealth Manager & Financial Planner at Raymond James, Ribble Valley extends a personal invitation to our up-and-coming Fashion Show. Continue Reading
  • Peace in our time? October 29, 2022 Even those with the longest careers in the financial markets are struggling to remember a year quite as tumultuous as 2022 has proved to be. Military conflict in Ukraine and sabre-rattling over Taiwan have made headline news all year and served to intensify volatility across all international financial markets. Continue Reading
  • A time for Finesse October 5, 2022 Are you ready for some football? Not American football, but global football—otherwise known as soccer! For the five billion spectators awaiting the start of the 2022 World Cup in Qatar this November, the sport is the epitome of speed and agility. But for the players on the 32 participating teams, it is so much more. The deceptively simple-seeming game requires years of training. It goes beyond the fundamentals of ball control to pitch awareness, anticipation, and making the right decisions under duress quickly. Continue Reading