In the community- Ribble Valley Wealth managers


  • Restoring credibility December 5, 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
  • 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
  • The Newest Member Of The Team September 30, 2022 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 week, and whilst there have been no chewed wires, there may have been an incident where she stole a sausage from Wayne’s lunch! Nahla will be keeping us company most Wednesdays, so when you next come to our office, feel free to come and say hello. Continue Reading
  • Growth plan newsletter September 26, 2022 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, real Budgets, let alone mini-Budgets. When the Autumn Budget proper emerges - probably in November or December it is most unlikely to contain anywhere near such a wide range of radical and costly measures as were announced on 23 September. Continue Reading
  • Longridge Soapbox Derby September 22, 2022 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 Reading
  • Raymond James, Ribble Valley Receives 4* Audit September 4, 2022 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 best our ability, refining our processes and implementing new ones to continue to deliver a first-class service to our clients. As a result of our efforts to stay ahead of the curve, we’re delighted to announce that we achieved the highest score attainable in our recent internal audit”. “It is testament to the team, our hard work, and our constant drive to be the best in the business”. Continue Reading
  • Winter is coming, but greener pastures lie beyond September 2, 2022 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
  • Day One Of The Rest Of Your Life August 5, 2022 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