08/12/2023 – Christmas opening hours; we will be closing the office for the holiday period at 16:30 on Thursday 21nd December 2023 and business will resume as normal from 09:00 on Tuesday 2nd January 2023. We would like to take this opportunity to wish all our clients a wonderful Christmas and a prosperous New Year. We look forward to seeing you in 2024!
15/11/2023 – The office will be closed on Friday 08 December for staff training.
30/06/2023 – It is with heavy heart that we must let our followers and visitors know the sad news that one of our Directors, Dave Rae, lost a brief but valiant fight against cancer and passed away today. He will be loved and remembered by his colleagues and all who had the privilege to know him. May he rest in peace.
His daughter Charlotte has set up a tribute page for his friends, family and clients who can leave a message or make a donation to his charity, St. Catherine’s Hospice, HERE.
23/04/2023 – Happy St. George’s Day!
05/12/2022 – The office will close for the festive period at 16:30 on Thursday 22nd December 2022 and will re-open at 09:00 on Tuesday 3rd January 2023. We wish all our clients the very best for a relaxing Christmas and look forward to seeing you in 2023.
10/09/2022 – As a mark of respect to our late Queen, and to allow those who wish to watch her funeral to do so, our offices will be closed on Monday 19th September and reopen as usual on Tuesday 20th September.
25/02/2022 – Analysis of Russia/Ukraine conflict:
While Russian tension with Ukraine has been simmering for years, this week’s military action from President Putin has escalated hostilities to levels that threaten peace within Europe and has already tragically resulted in the loss of life. As investment professionals, it is our responsibility to assess the potential impact on financial markets and the global economy. Whilst we continue to monitor developments, the only thing that can be said with certainty is that no one knows what Putin will do, or the effect it will or won’t have on the market. In global market terms, we know from history that while geopolitical crises such as this one can negatively impact markets, they usually don’t have longer-term consequences for investors. However, we do not underestimate the risks presented by Russia’s role as a global energy provider. Russia is the source of 10% of the world’s energy, and nearly 50% of the energy consumed in Europe, therefore the risks extend far beyond the borders of Russia and Ukraine, including higher energy prices and increased financial market volatility. Indeed, it is fair to say that investment markets have already priced in significant levels of risk and consequence due to this factor.
While the FTSE 100 index is down, it is still outperforming broader European benchmark equity indices, at the time of writing, due to its higher energy sector exposure. There are still supply-side constraints within energy markets that do not look to be easing any time soon so when considering any short-term tactical positions, we consider that these ought to be towards value stocks, energy markets and high yielding sectors. However, our position remains that we are longer term investors and therefore significant change is unlikely. Further volatility can be expected in UK markets in the short term, due to the uncertainties regarding the impact of the Russian invasion.
In general, a crisis like this will only have a significant and lasting impact on global financial markets if it has a sustained macroeconomic impact on major economies. Therefore, it is important for us to continue to manage those factors within our control on behalf of our clients who place their trust in us, which we continue to do, but for clients to be reassured that there will be an end, hopefully sooner rather than later, to this crisis.
01/12/2021 – Christmas opening hours – the office will close for the festive period at 16:30 on Thursday 23rd December 2021 and will re-open at 09:00 on Tuesday 4th January 2022. We wish all our clients the very best for a peaceful and safe end to the year and look forward to seeing you in 2022.
30/11/2021 – The office will be closed from 12:00 on Friday 10th December 2021 for staff training. We will re-open as usual on Monday 13th December 2021 at 09:00.
27/10/2021 – Our guide to the 2021 Autumn Budget is now available in our Newsletters and Brochures section or, alternatively, you can jump straight to it HERE.
23/08/2021 – Congratulations to Burnley Cricket Club on reaching the final of the LCB Knockout Cup, held at Old Trafford yesterday, and commiserations on ending up runners up to Ormskirk Cricket Club.
19/07/2021 – On so-called “Freedom Day”, we are delighted to confirm that, following negotiations with Standard Life, they have agreed to waive the 0.05% p.a. additional administrative charge in respect of the extra work that is involved in the running of client Self Invested Personal Pensions (“SIPPs”) and Offshore/Onshore Bonds held on our Wealth Management Platform (or “Wrap”, as it is commonly known). As far as we at Ribble Wealth Management Limited are concerned, it is now “Freedom from Additional Administrative Charge Day”!
23/04/2021 – We would like to wish a very Happy St. George’s Day to one and all!
11/04/2021 – We are delighted that our Managing Director, Steve Crowe, is featured in the Times’ 2021 Top Rated Financial Adviser Guide, run in conjunction with VouchedFor. It is available to download HERE.
04/03/2021 – Our guide to the 2021 Spring Budget is now available in our Newsletters and Brochures section or, alternatively, you can jump straight to it HERE.
01/01/2021 – Wishing all our clients – and potential clients too! – a very happy and healthy New Year.
10/12/2020 – The new portal to access our Centralised Investment Proposition, operated in conjunction with Standard Life, is now live. There is a “getting started” guide to support our clients which can be accessed HERE.
01/12/2020 – Christmas opening hours: The office will close for the festive period at 16:30 on Wednesday 23rd December 2020 and will re-open at 09:00 on Monday 4th January 2021. We wish all our clients the very best for a peaceful and safe end to the year and look forward to seeing you in what we sincerely hope will be a brighter 2021.
12/10/2020 – It has been a turbulent year, both in markets and in life generally, but we hope all our clients are as well as their portfolios (which are, without exception, in positive territory despite many markets being down, this demonstrating the suitability of carefully researched, well-diversified portfolios). We are please to let you know that our Autumn newsletter has been printed and is being despatched in the coming days, and can also be accessed online HERE.
06/07/2020 – Despite the easing of restrictions, in order to ensure a safe environment for our clients and staff, reviews will continue to be conducted via teleconference, telephone or in a socially-distanced manner, at least for the foreseeable future.
We are delighted that we have come through this without relying on Government support; we have at no stage furloughed any staff (and have no intention of doing so, should we go back into any form of “lockdown”) and remain available to support our clients.
23/03/2020 – Following the Prime Minister’s announcement “stay at home” message, we have taken the decision to minimise the risks that the novel coronavirus represents, with advisers and client liaison all working from home. Our office manager, Emma, will continue to keep the office open as usual, dealing with administration, post and telephone calls (which will be transferred, as appropriate, to advisers). Clearly, this is a new and developing situation and we will continue to review and monitor on an ongoing basis.
Stay safe!
12/03/2020 – Our guide to the 2020 Budget is now available in our Newsletters and Brochures section or, alternatively, you can jump straight to it HERE.
24/02/2020 – Ribble Wealth Management Limited are delighted to announce a three-year sponsorship deal with Burnley Cricket Club. This will see them supporting a local cricket team, with whom they have had a long association, on a more formal footing and see their company name and logo proudly featured on the Club’s senior players’ apparel until the end of the 2022 cricket season. There will also be an award for Ribble Wealth Management Senior Player of the Week featured on the Club’s website and social media channels (Twitter, Facebook and Instagram).
Ribble Wealth Management Limited would like to wish the winners of the 2019 1st XI Lancashire League Championship every success for the coming season.
07/02/2020 – Ribble Wealth Management Limited are proud to be featured in this weekend’s edition of The Times’ 2020 Guide to the UK’s Top Rated Financial Advisers. The edition can be viewed by clicking HERE (link opens in a new tab) and then on “Download the Guide”. Many thanks to all our clients for their positive reviews of our service that has help us achieve this accolade.
20/01/2020 – Ribble Wealth Management Limited has won “Best in Pension Planning Solutions – United Kingdom” in Corp Today Magazine’s (link opens in a new tab) 2020 Global Business Awards. We are delighted that, after just over four years since we launched our company, the quality of our advice to our clients continues to be recognised by other organisations.
08/01/2020 – Happy New Year to all our clients!
Our Winter 2019 newsletter is on its way to you and is now available on our website (under the section “Newsletters and Brochures”) and HERE.
06/12/2019 – Christmas opening hours: The office will close for the festive period at 16:00 on Friday 20st December 2019 and will re-open at 09:00 on Thursday 2nd January 2020. Please also note that the office will be closed all day Friday 13 December 2019 for the office Christmas party.
05/12/2019 – SME News have also awarded Ribble Wealth Management Limited the titles of “Best Holistic Financial Planning Firm” for North West England and “Most Outstanding in Tax Planning 2019” for North West England in their Finance Awards. For more information see SME News (link opens in a new tab).
24/06/2019 – We are delighted to have received the accolades of “Best Holistic Financial Planning Service 2019” and “Most Outstanding in Investment & Pension Planning” for North West England in Acquisition International’s 2019 International Finance Awards. For more information, see Acquisition International (link opens in a new tab).
23/04/2019 – It’s St. George’s Day! Have a great day, whatever you are doing.
17/04/2019 – The offices will close for Easter, closing at 16:30 on Thursday 18th April and will re-open at 09:00 on Tuesday 23rd April.
30/10/2018 – It might be a bit early but, for information, the offices will close for the festive period at 16:30 on Thursday 20st December and will re-open at 09:00 on Wednesday 2nd January 2019.
In fact, we are so ahead of time that we have already prepared our Winter newsletter! This will be sent out in the coming weeks but, as always, if you want to see it before it lands on your mat, feel free to have a read HERE.
21/05/2018 – Our Spring newsletter has been produced and is on its way to you, but if you want to view the copy ahead of time, you can do so HERE.
23/04/2018 – We would like to wish everybody a very Happy St. George’s Day!
06/04/2018 – Normal telephone service has been restored!
06/04/2018 – We are sorry to say that, due to an issue with our telephone supplier, our telephone systems are down. This is a problem at supplier level and is affecting customers throughout the UK. All calls both out and in along with access to other telephone related services are affected. Please contact via mobile (07976 575 515) if you have an urgent enquiry.
01/03/2018 – It’s cold out there! Due to the harsh weather and driving conditions, the offices are closed today. The Directors are still available on mobile and the office phone is diverted to Steve’s mobile if you need to get in touch. Hopefully normal service will resume tomorrow. Stay warm and, above all, stay safe!
01/01/2018 – All the staff at Ribble Wealth Management Limited would like to wish our clients and associates a very Happy and Prosperous New Year!
15/12/2017 – Finance Monthly‘s rigorous selection and judging process is now concluded and we can confirm that our Managing Director, Steve Crowe, has won the “Inheritance Tax – Adviser of the Year – UK” award in the Finance Monthly Taxation Awards 2018. Congratulations to Steve from all at Ribble Wealth Management!
30/11/2017 – The offices will close for the festive period at 16:30 on Thursday 21st December and will re-open at 09:00 on Tuesday 2nd January 2017. We would like to wish all our clients a very Merry Christmas and a Happy (and Prosperous!) New Year.
03/11/2017 – We are delighted to announce that our Managing Director, Steve Crowe, was shortlisted for Finance Monthly‘s “Inheritance Tax – Adviser of the Year – UK” in their 2018 Taxation Awards.
20/09/2017 – Our Autumn newsletter is now complete – clients can expect to receive their copy in the post over the course of the next week or so, but feel free to look at it in digital form on our website by clicking HERE.
20/05/2017 – The new football strips for the XLCR Pendle Charity League side, the AFC Vets, have now arrived! You can see it being modelled by our Managing Director (if you dare!) by clicking HERE.
23/02/2017 – We have also teamed up with Octopus Energy to offer low cost energy, which you can also find under “Other Services” or by clicking HERE.
23/02/2017 – We have just added a new service to our website – a competitive household insurance quotation portal – which you can find under “Other Services” above or simply by clicking HERE.
16/02/2017 – We are delighted to announce the publication of our first newsletter. This will be despatched to all our clients shortly, but for those who would like a sneak preview, click HERE.
01/12/2016 – Christmas is almost upon us and with it the end of our first year in our new premises. We will be closing our offices at 12:00 on Friday 23rd December for the festive period and re-opening at 09:00 on Tuesday 3rd January 2017. We would like to take this opportunity to wish all our clients a very Merry Christmas and a Happy New Year.
27/11/2016 – We would like to wish everybody a very Happy Lancashire Day!
15/09/2016 – We are on Facebook! Follow us by clicking HERE and then clicking “Like”.
26/08/2016 – We are on Twitter! Follow us by clicking HERE and then clicking “Follow”.
03/08/2016 – Our new premises are looking fabulous, even if we do say so ourselves! After weeks of builders, electricians, plumbers and decorators causing lots of upheaval (and not an insubstantial amount of mess!), we are delighted with the new look of the office and hope that you do too. We look forward to welcoming you at your next review, although feel free to call by anytime just to have a look around – we would be delighted to welcome you with a cup of coffee or tea!
04/01/2016 – We are open for business! Our FCA application has now been approved by the Regulator and we are excitedly looking forward to 2016 and to assisting you make the most of your financial arrangements.