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
Financial markets make progress in July against a difficult backdrop August 2, 2022 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 war in Ukraine continues, China’s bellicose threats against the United States ahead of House speaker, Mrs Nancy Pelosi’s visit to Asia have become more pointed. Europe faces a natural gas shortage over the coming winter, Dr Mario Draghi’s Italian government has collapsed, while in the UK, the same fate has befallen Mr Boris Johnson’s administration. Continue Reading
Important Information Regarding Trusts August 1, 2022 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 the Trust itself. It is advisable that you contact your accountant or your solicitor, or a Trust Registration Specialist to assist you with the registration process as failure to register your Trust with the TRS could lead to the Trustees of the Trust suffering a financial penalty. If you have any further questions, please do not hesitate to contact our office on 01772 780300.. Continue Reading
Raymond James Professional Development Forum July 21, 2022 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 the two-day event. Our values guide our path forward, steering our activities and interactions to continually invest in the future of our businesses, colleagues, and communities. “The annual Raymond James Professional Development Forum provides a chance to reflect and consider the potential for our future; educating and connecting us so we can continue to provide the best service to clients.” Continue Reading
