Pellegrini & Barlow Associates Ltd

Pellegrini & Barlow Associates Ltd Wealth Management specialists, offering bespoke and holistic financial planning solutions

24/12/2023

Merry Christmas to all our lovely clients. Wishing you all a happy, healthy and prosperous 2024.

Delighted you all played well in your new strips. Wishing you continued success for the rest of the season.
11/11/2023

Delighted you all played well in your new strips. Wishing you continued success for the rest of the season.

Delighted to be the new digital partner for Kilmarnock Football Club.
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

Last Few Days to apply !!!!!!!We are recruiting for a Senior Admin position at Pellegrini & Barlow Associates Ltd.  If y...
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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The end of the tax year is looming.  Make sure you are maximising your allowances where possible. Get in touch if you ne...
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.

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...

Some big changes for pension savers in the budget announcement today. Take a read and get in touch if you have any quest...
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.

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.

With the tax year end looming, it's time to to check in on those unused allowances.
20/01/2023

With the tax year end looming, it's time to to check in on those unused allowances.



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.

There is no denying 2022 has been a tough year.  Keeping focused on your long term goals in key.  Check out our market u...
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

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.

No time like the present to ensure you are on the right track for building and maintaining your wealth.     Don't hesita...
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.

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...

Significant tax rises and spending cuts announced today.    No better time to ensure you are planning as tax efficiently...
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.



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...

The reaction of the market since Sunak became Prime Minister seems to indicate a level of confidence in the new Governme...
02/11/2022

The reaction of the market since Sunak became Prime Minister seems to indicate a level of confidence in the new Government. Inflation remains high and interest rates are expected to be raised.

Have a read at our weekly watch.

“Mistakes were made.” This was Sunak’s summary of Truss’s short tenure as Prime Minister after he succeeded her last week.

The Chancellor's emergency statement yesterday was an attempt to calm the market fears.    Take a read at the key U-Turn...
18/10/2022

The Chancellor's emergency statement yesterday was an attempt to calm the market fears. Take a read at the key U-Turns.

It is always good to review how any of these changes will impact your financial plans.

Today, the newly appointed Chancellor of The Exchequer, Jeremy Hunt, stood up to try and calm market fears following his predecessor’s mini-budget. He announced significant u-turns and commented that more changes would come.

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32A Portland Road
Kilmarnock
KA12DL

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