Merry Christmas to all our lovely clients. Wishing you all a happy, healthy and prosperous 2024.
Pellegrini & Barlow Associates Ltd
Wealth Management specialists, offering bespoke and holistic financial planning solutions
11/11/2023
Delighted you all played well in your new strips. Wishing you continued success for the rest of the season.
04/08/2023
Delighted to be the new digital partner for Kilmarnock Football Club.
We're proud to reveal that local financial advisors Pellegrini & Barlow Associates Ltd will join the club as official digital partners for the next three seasons đź’»
You can read about the partnership here: bit.ly/3OH0kmK
22/05/2023
Last Few Days to apply !!!!!!!
We are recruiting for a Senior Admin position at Pellegrini & Barlow Associates Ltd. If you think you are a suitable candidate for this role, please send your CV to [email protected].
Closing date : Friday 9th June 2023
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31/03/2023
The end of the tax year is looming. Make sure you are maximising your allowances where possible.
Get in touch if you need some advice.
Keep a handle on higher taxes with pension and ISA planning The decision to freeze income tax personal allowance and higher rate thresholds, coupled with the lowering of the additional rate threshold to ÂŁ125,140 means that most of us will pay more tax. In addition, the tax-free allowances for Dividend and Capital Gains Tax will be cut this year, and again i...
15/03/2023
Some big changes for pension savers in the budget announcement today. Take a read and get in touch if you have any questions.
SJP 2023 Budget Analysis: A Budget for Growth In the days leading up to the Budget, the general expectation was that the primary focus of the Chancellor would be on encouraging long-term sustainable growth and continuing economic support for those that needed it, especially in relation to energy costs, while maintaining financial stability.
20/01/2023
With the tax year end looming, it's time to to check in on those unused allowances.
Making the most of your ISAs before tax-year end As the tax year comes to a close, and you’re checking that you’ve made the most of all your tax-free annual allowances, it’s a perfect time to review whether you’re still getting value for money from your Cash ISAs.
13/01/2023
There is no denying 2022 has been a tough year. Keeping focused on your long term goals in key. Check out our market update.
Get in touch if you have any questions
Quarterly Market Update: Here’s to a better 2023 When I wrote this column at the start of last year, I reflected on what had been a largely positive 2021 for investors but noted that cracks were beginning to emerge – with inflation rising and central banks beginning to increase interest rates.
24/11/2022
No time like the present to ensure you are on the right track for building and maintaining your wealth.
Don't hesitate to contact us if you need any advice.
How to build and maintain wealth for the long term in the middle of a recession The Bank of England has declared that the UK is now in recession and that it will extend deep into 2023.1 For anyone looking to build or maintain their wealth in these circumstances, advice is essential. While speaking to your adviser is always a good idea no matter what’s going on in the wider wo...
17/11/2022
Significant tax rises and spending cuts announced today. No better time to ensure you are planning as tax efficiently as you can.
What does the Autumn Statement mean for you? Today, the Chancellor of the Exchequer, Jeremy Hunt stood up to present the Autumn Statement and medium-term fiscal plan to Parliament. This has been much awaited since the huge U-turns a month ago following the “mini-budget” announced by the former Chancellor Kwasi Kwarteng on 23 September. The...