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Who we can help

With a long history of financial services experience we have identified many scenarios where Raymond James, Ropemaker Place can help
clients reach their objectives

Whether those objectives are planning for retirement or investing for income, our experienced investment professionals are able to guide you through the investment options with clear and unbiased advice.

Individuals and families

Pension Funds

Trusts and Charities

Court of Protection and
Personal Injury

How we can help

Lump Sum
Investing
Pensions and Retirement Planning
Trusts and
Charities
Investing for
Income
Investment Consolidation
Business
Sales
Estate
Planning
Court of Protection and Personal Injury

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Lump Sum Investing

If you have a large amount of capital perhaps from an inheritance or property sale, for example, we can manage your capital in line with your risk tolerance and investment objectives. Where applicable we will use structures such as ISAs and Offshore Investment Bonds as well as your personal allowances such as capital gains tax allowances to create as tax efficient environment as possible for your investments.

Pensions and Retirement Planning

You may be starting out in the complex world of pensions and require some specialist advice on the most appropriate wrapper and investment strategy for your funds or you might be in retirement and require help in constructing your assets to meet your income needs. Either way we can help with any number of different pension planning scenarios with our Financial Planning team.

Trusts and Charities

We understand the unique structure of Trusts and Charities and work closely with Trustees and other professional advisors to achieve the aims and objectives of both entities. We are always happy to meet with all of the Trustees for either an annual review or more frequently if required to review the underlying investments and ensure they are correctly structured to meet the legal and tax obligations of the Trustees and for the needs of the underlying beneficiaries.

Investing for Income

With interest rates at historic lows and bank and building society deposits yielding negligible returns, we can help you to find a regular and sustainable source of income from your capital.

Investment Consolidation

If you have investments, pensions or life policies with different providers we can help you to review and consolidate those under one roof so you have easy access to your investments and a single, direct point of contact for the future.

Business Sales

We can help you invest funds that have been received from a business sale and assist with the implementation of structures that may help you reduce your future tax liabilities.

Estate Planning

Via our financial planning team and other professional firms we can help you plan for the future or indeed review your existing plans and investment structures to ensure they remain valid.

Court of Protection and Personal Injury

With over 20 years of experience in dealing with Court of Protection, Clinical Negligence and Personal Injury clients we will work closely with Deputies, Trustees and clients along with their families to invest their capital in a bespoke manner to meet their long term needs.