In the latest edition of our Monthly Market Commentary, One of those months? Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets in June.
Click here to read the full article.
We are delighted to announce that Latrena Petkova has made the final shortlist for the ‘Women of the Year awards – Paraplanning’ in the ‘Professional Adviser – Women in Finance Awards 2019’.
As those who know Latrena will testify, she has worked tirelessly over the past year or so to help build our proposition and without her, it goes without saying we would not be in the position we currently are.
Latrena is an integral part of our offering and thoroughly deserves this nomination. She is a credit not just to Women in Finance, but to our profession in general. We wish her every success in the final on July 3rd.
Fingers crossed!
Click here for more information.
In the latest edition of our Monthly Market Commentary, Financial Markets: Never easy but always fascinating, Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets in May.
Click here to here more.
In November 2018 New Model Adviser, the Citywire publication named Andy Butcher as one of the ‘Top 35 young financial planners making their mark on the profession‘.
Six months on, Andy and others provide their Top Tips for young advisers coming through the industry.
Read more here.
April’s Investment Strategy Quarterly, produced by the Raymond James Investment Strategy Committee is now available.
Featured in this issue:
Click here to read the latest issue.
In March, Andy Butcher spoke to The Telegraph on the subject of Inheritance tax, suggesting ways to mitigate any liability.
The article can be found here: The reason we’re all paying far more inheritance tax – and how to avoid it
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
Chris Bailey, European Strategist at Raymond James Investment Services provides his latest market views.
Click here to read more.
January’s Investment Strategy Quarterly, produced by the Raymond James Investment Strategy Committee is now available.
Featured in this issue:
Click here to read the latest issue.
As global stock markets and investors brace themselves for more political and economic headwinds, we have produced a factsheet that explains the concept of risk and volatility, as well as highlighting the importance of long term investing during these uncertain periods.
Click here to read the factsheet.
If you would like to discuss how we manage volatility in our portfolios, please do not hesitate to contact us.
We are delighted to hear that Andy Butcher has been named as one of the “Top 35 Next Generation Advisers in 2018” by The New Model Adviser publication.
After also featuring in 2017, the Citywire publication once again recognised Andy’s achievements in the past 12 months.
“2018 has been a year of rapid growth for our business, which has enabled us to add to our proposition by hiring Stuart as our Senior Investment Analyst and Latrena as our Senior Paraplanner. As our business grows, we continue to embrace new ideas and technology, aiming to position ourselves as a Next Generation firm. Being named as a Top Next Generation Adviser for the second year running is once again a huge privilege and recognition of our work to date.”
Please follow the link below for more information.
“The Top 35 Next Generation Advisers 2018”.