Raymond James' unique culture gives its wealth managers the ability to create a long-term plan based solely on your financial well-being
Discretionary Investment Management
Discretionary Investment Management forms the core of our investment offering. It is the investment service increasingly chosen by clients who wish to devolve the management of their investments to a qualified and highly experienced investment professional.
We manage investment portfolios for private individuals, trusts, charities and pensions funds including SIPPs and SSASs.
Financial planning
We offer comprehensive Financial and Wealth Planning solutions through Raymond James Financial Planning Services incorporating:
- Pensions and Retirement Planning and Advice
- Estate and Inheritance Tax Planning
- Lifetime Cashflow Modelling
- Family Protection
Court of Protection and Clinical Negligence
We have over 20 years’ experience in the advice and management of funds on behalf of clients who are in receipt of Clinical Negligence Awards or where their affairs are managed through a Court of Protection Deputy.
We understand the importance of working closely with other professional advisors and the client’s immediate family to ensure the investments and structures meet their individual needs.
