News

  • The Tax Man cometh… and he’s quite interested in your pension! March 29, 2021 When it was introduced in 2006, the Lifetime Allowance (LTA) limit was only supposed to affect a very small number of pension investors. That it now raises £110m a year for HMRC, affects over 2,400 people and is rising at an eyewatering rate may encourage you to check your own pension provision. Continue Reading
  • Financial advice for savvy women March 29, 2021 When I took my son along to his football practice last week, my daughter asked if she could join the team, this was the same when we went to Jujitsu the week after. Thankfully, there are lots of young girls keen to start playing football, which bodes well for the future of the sport. However, there is a shortage of female coaches for both sports. It got me thinking about the lack of female financial advisers within my own profession. Continue Reading
  • Raymond James Investment Services, proud to be in the heart of your community March 29, 2021 At Raymond James Ribble Valley, we provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire. We have a team of 17 people working in specialist roles, based in Longridge, to help our clients meet their financial objectives and life goals. Continue Reading
  • Invest with the Best March 29, 2021 Head of Branch Investment Paul Gavaghan meets with Sarah Varley to explain how Raymond James Investments in Longridge are providing a truly bespoke service. Continue Reading
  • Planning For the Future March 29, 2021 Sarah Varley meets Raymond James Investment Services’ branch principal Wayne Hayhurst to find out how they are helping people meet their financial objectives and life goals in a very bespoke way.   Continue Reading
  • A different summer pause August 24, 2020 Financial markets are always a three-dimensional jigsaw, with new pieces being added and deleted at whim every business day. But the signals from the last month have been especially difficult to discern. In contrast to the bounce back second quarter, July was a negative month for pan-European markets with the U.K. continuing to lag. Continue Reading
  • THE ROAD TO RECOVERY July 7, 2020 We maintain our belief in the ‘American Dream’ as described by James Truslow Adams, that “life should be better and richer and fuller for everyone, with opportunity for each according to ability or achievement,” regardless of social class or circumstances of birth. We not only acknowledge but embrace that we have work to do as a society, and hope that this year will serve as an inflection point as we advance toward a stronger and more united world. Continue Reading
  • The end of the beginning May 4, 2020 Over three hundred and fifty years ago, back in 1665, Isaac Newton socially distanced himself from the horrors of the then rampant bubonic plague and - away from his burgeoning academic career at Trinity College in Cambridge - enjoyed a ‘year of wonders’ at his childhood home. During this period he formulated a theory of universal gravitation, explored optics and discovered differential and integral calculus. Continue Reading
  • A Journey through the Unknown April 6, 2020 The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds. Continue Reading
  • Six things to know to weather a market downturn March 23, 2020 It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. Continue Reading
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