Silver BlazeNovember 5, 2024With the long-awaited UK Budget and the US election now upon us, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tax rises and increased public investment (as well as an increase in borrowing), along with some thoughts on the direction of the markets post-election. Continue Reading
Autumn Budget Newsletter 2024November 1, 2024Our Autumn Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year. Continue Reading
Am I On Track to Achieve My Financial Goals?October 21, 2024As you navigate through different life stages, ensuring that your financial plans align with your long-term goals is crucial. Whether you're saving for retirement or creating a legacy for your family, regularly evaluating your progress is key to staying on track. But how can you determine if your current financial strategy is working effectively for your future? In our latest blog, we discuss some of the essential steps to assess your progress and keep you on course. Continue Reading
Is My Current Financial Adviser Delivering Optimal Results for My Portfolio?October 21, 2024Choosing the right financial adviser is one of the most crucial decisions you make when managing your wealth. Your portfolio's performance directly impacts your ability to achieve your financial goals - whether it's saving for retirement, purchasing property, or growing your wealth for future generations. But how can you tell if your current adviser is delivering the results you need? In our latest blog, we discuss some of the key indicators to help you evaluate their effectiveness. Continue Reading
Investment Strategy Quarterly – October 2024October 8, 2024Our latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve. Read all this and more in Investment Strategy Quarterly: The Great American Road Trip. Continue Reading
Does Your Wealth Have the Momentum to Last Generations?September 16, 2024Building wealth is a significant achievement, but ensuring that it lasts for generations requires strategic planning and foresight. As a world-leading investment advisory business, we understand the intricacies involved in creating a lasting legacy. Continue Reading
Financial Planning Advice for Business OwnersSeptember 16, 2024Running a business demands strategic planning, relentless effort and a clear vision for the future. Amid the daily operations and long-term growth strategies, one critical aspect that often gets overlooked is personal financial planning. Continue Reading
Low notes and high notesSeptember 3, 2024Our European Strategist, Jeremy Batstone-Carr reflects on the Bank of England's interest rate cuts, Japan’s recent policy changes and market uncertainty surrounding the US election. Continue Reading
Silver Blaze November 5, 2024 With the long-awaited UK Budget and the US election now upon us, Raymond James’ European Strategist, Jeremy Batstone-Carr, considers the potential effects of tax rises and increased public investment (as well as an increase in borrowing), along with some thoughts on the direction of the markets post-election. Continue Reading
Autumn Budget Newsletter 2024 November 1, 2024 Our Autumn Budget Newsletter breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year. Continue Reading
Am I On Track to Achieve My Financial Goals? October 21, 2024 As you navigate through different life stages, ensuring that your financial plans align with your long-term goals is crucial. Whether you're saving for retirement or creating a legacy for your family, regularly evaluating your progress is key to staying on track. But how can you determine if your current financial strategy is working effectively for your future? In our latest blog, we discuss some of the essential steps to assess your progress and keep you on course. Continue Reading
Is My Current Financial Adviser Delivering Optimal Results for My Portfolio? October 21, 2024 Choosing the right financial adviser is one of the most crucial decisions you make when managing your wealth. Your portfolio's performance directly impacts your ability to achieve your financial goals - whether it's saving for retirement, purchasing property, or growing your wealth for future generations. But how can you tell if your current adviser is delivering the results you need? In our latest blog, we discuss some of the key indicators to help you evaluate their effectiveness. Continue Reading
Investment Strategy Quarterly – October 2024 October 8, 2024 Our latest Investment Strategy Quarterly gives you informed insights on what we might expect from the recent change in UK government, options to consider in the run-up to the US election, the cost of tariffs and the reliability of the inverted yield curve. Read all this and more in Investment Strategy Quarterly: The Great American Road Trip. Continue Reading
Does Your Wealth Have the Momentum to Last Generations? September 16, 2024 Building wealth is a significant achievement, but ensuring that it lasts for generations requires strategic planning and foresight. As a world-leading investment advisory business, we understand the intricacies involved in creating a lasting legacy. Continue Reading
Empower Your Financial Future: Our Guide to Financial Literacy September 16, 2024 In today's complex financial landscape, achieving financial independence and security is more important than ever. Continue Reading
Financial Planning Advice for Business Owners September 16, 2024 Running a business demands strategic planning, relentless effort and a clear vision for the future. Amid the daily operations and long-term growth strategies, one critical aspect that often gets overlooked is personal financial planning. Continue Reading
Maintaining Your Six-Figure Lifestyle Through Retirement: Expert Tips from a Leading Investment Advisory Business September 16, 2024 Transitioning from a steady income to relying on savings and investments requires strategic planning and expert advice. At Raymond James, Ribble Valley, we understand the nuances of maintaining a high standard of living during retirement. In our latest blog, we’re discussing our top tips to help you enjoy your lifestyle through retirement without financial stress. Continue Reading
Low notes and high notes September 3, 2024 Our European Strategist, Jeremy Batstone-Carr reflects on the Bank of England's interest rate cuts, Japan’s recent policy changes and market uncertainty surrounding the US election. Continue Reading