Contact Info

Raymond James Investment Services, 4100 Park Approach, Thorpe Park, Leeds, LS15 8GB.

Phone: 0113 350 8308

Mobile: 07921 253 573


Yorkshire Financial Awards 2019

We are delighted to announce that our Branch Principal, Rupert Forrest, has been shortlisted for Wealth Manager of the Year at the Yorkshire Financial Awards 2019. The award presentation is to be held on Thursday 21st February at The Royal Armouries in Leeds. We are very proud to have been shortlisted for this prestigious award [...]

January 29th, 2019|

2019 Outlook

If you had to sum up why world, ex-US, financial markets typically underperformed during 2018 then economic growth, currency movements, and trade talk uncertainties would be the three most influential headwinds. Simply put, U.S. economic growth surprised on the upside whilst other major economies did not, the dollar appreciated against most other currencies, and concerns [...]

January 7th, 2019|

It is good to talk

I realise the title above sounds a little like a famous advert from the 1990s (other telecoms operators are available) but, at least during the last month, the world’s political and economic leaders have continued to talk. And talking is just what they need to do. Of course making a few decisions is even better... [...]

December 4th, 2018|

Budget Newsletter

A Budget in October is unusual, but there are two main reasons why the Chancellor’s performance marginally pre-empted Halloween this year. The first is that we are now in the new cycle of Autumn Budgets and Spring Statements, the première of the latter having been made on 13 March.

November 2nd, 2018|


For a number of months now, the world’s largest survey of fund managers has observed that, when asked for their greatest financial market fear, the most cited response has been a ‘trade war’. There is a significant slug of rationality for this.

October 8th, 2018|

Squaring Off: A High-Stakes Global Game

Major macro factors affecting the economy and financial markets over the next six to twelve months include trade policy, interest rates, earnings growth, Federal Reserve (Fed) policy, and geopolitical uncertainty.

July 9th, 2018|

Decisions, decisions

I thought I would use Billy Connolly’s witticism about his homeland to highlight the essential debate in financial markets at the moment. During the last month, the UK’s most-quoted stock market index - helped by a rising oil price boosting energy sector shares - reached an all-time high.

June 4th, 2018|

Shellshocked: The Return of Volatility

Major macro factors affecting the economy and financial markets over the next six to twelve months include interest rates, earnings growth, inflation, monetary policy, and global economic growth.

April 10th, 2018|


So how was February for you? For many it would have been a bit of a shock with the global indices in aggregate posting their first monthly loss since the autumn of 2016, which is a long time ago. The real question however is whether this heralds a new downward trend, whether this is just [...]

March 15th, 2018|

Everything in its right place

There is an old market expression that says ‘As goes January, so goes the year’. The historic data rationale for holding this view is decidedly mixed but global equity market investing adherents will be entering February feeling very excited. Simply put, January was a decidedly positive month for global equity investors, and it is easier to say which markets went down rather than quote the long list who had their best start to the year for a number of years.

February 14th, 2018|