Raymond James Water Street

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Raymond James Water Street RISK WARNINGS
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors.

We deliver a truly bespoke and highly personalised wealth management service to our clients to help them achieve their financial objectives and long-term investment goals. The value of investments, and the income from them, can go down as well as up.

Founders' Relief has grabbed the Budget headlines, but will it work in practice?In our latest article, Director of Finan...
02/11/2026

Founders' Relief has grabbed the Budget headlines, but will it work in practice?

In our latest article, Director of Financial Planning Harry Bell explores whether the new relief will provide a meaningful incentive for entrepreneurs or if changes elsewhere could leave many business owners paying more tax when they exit.

Investment involves risk.
https://www.raymondjamesconnect.com/CxdIF https://www.raymondjamesconnect.com/axwgqQ

The   set out the government's plans to support households, maintain fiscal discipline and encourage long-term economic ...
30/10/2026

The set out the government's plans to support households, maintain fiscal discipline and encourage long-term economic growth.

We've highlighted some of the key themes for investors below:

• A new First-Time Buyer ISA to replace the Lifetime ISA.
• A new Founders' Relief, introducing a 10% tax rate on lifetime gains up to £10m for business founders.
• Tax rate on property and savings income to increase by 2%.
• ISA limits remain the same and reduction to Cash ISA allowance scrapped.
• No changes to dividend taxation or taxes on employment income.
• £20.4bn of additional funding for the National Wealth Fund and British Business Bank to support investment in growing UK companies.

Sources: HM Treasury; Office for Budget Responsibility

Investment involves risk.

Keep up to date with our latest Budget insights at
https://www.raymondjamesconnect.com/axL7sm

The immediate market reaction to the   was relatively calm, with equities edging higher and gilt yields remaining broadl...
30/10/2026

The immediate market reaction to the was relatively calm, with equities edging higher and gilt yields remaining broadly stable. Investors appeared reassured by the government's commitment to fiscal discipline and the absence of any major surprises.
bu
Read our latest analysis at
https://www.raymondjamesconnect.com/ahMRbD

Could you spot an investment scam?Fraudsters are becoming increasingly convincing, using sophisticated websites, social ...
16/10/2026

Could you spot an investment scam?

Fraudsters are becoming increasingly convincing, using sophisticated websites, social media, emails and even AI-generated content to make fake opportunities appear genuine.

Watch out for red flags such as:

- Unsolicited investment offers-
- Pressure to act quickly
- Guaranteed returns
- Claims of exclusive opportunities

Before investing, take a moment to verify who you're dealing with and seek a second opinion from someone you trust.

Read our latest guide to help protect yourself
https://www.raymondjamesconnect.com/aRBN7p

The right retirement looks different for everyone. Whether you're thinking about travelling more, spending time with fam...
15/10/2026

The right retirement looks different for everyone. Whether you're thinking about travelling more, spending time with family or pursuing new interests - a clear plan can help turn those ambitions into reality.

Read more at
https://www.raymondjamesconnect.com/aJD4KR

With a potentially 4 interest rate rise within the next few months. Does this kill off any chance of a Snap election?
17/09/2026

With a potentially 4 interest rate rise within the next few months. Does this kill off any chance of a Snap election?

theguardian.com

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines gold's recent resu...
11/09/2026

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines gold's recent resurgence and a spike in government bond yields, as geopolitical and macroeconomic uncertainty continues.

Read our latest Market Commentary.

uk.com

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the recurring them...
06/08/2026

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the recurring theme of uncertainty and the many different challenges it brings for those navigating the markets.

Read all this and more in our latest Monthly Market Commentary, ‘Cross-currents and headwinds', below.

uk.com

So many former professional rugby players turn to cycling. When you think what they have put their bodies through, cycli...
03/08/2026

So many former professional rugby players turn to cycling. When you think what they have put their bodies through, cycling is great way to stay active and spend time outside and with friends. Oh and you don't have to were Lycra either.

bbc.co.uk

Sometimes the best thing you can do for your wellbeing is to reconnect with the activities you enjoyed as a child.In a w...
31/07/2026

Sometimes the best thing you can do for your wellbeing is to reconnect with the activities you enjoyed as a child.

In a world that's always busy, embracing a little curiosity, wonder and fun can help us reconnect with what makes us feel good.

Whether it's getting creative, learning something new, laughing with friends, taking a walk or simply giving yourself permission to rest, making time for play can help reduce stress and bring more enjoyment into everyday life.

Read more about the benefits of a more playful life and discover your play personality.
https://www.raymondjamesconnect.com/asPeMx

Address

Raymond James Water Street, Suite 205 No1 Old Hall Street
Liverpool
L39HF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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