We help our clients with the financial transition from the UK to Israel, however we don’t stop there! We continue taking care of our clients after they have moved and as the testimonials highlight, our ongoing service and care is very much appreciated and valued by our clients.
We aim to offer our clients the very best personal service and portfolio management, however we are not able to market our services to individuals already residing in Israel. Below is a selection of our clients’ comments about our services.
We would like to tell you how satisfied we are not only with the results of our portfolio but also with the high quality of the personal service that we receive from the team in your office. We recommend you to as many of our friends as we possibly can. Keep up the good work.
Mr and Mrs F, Jerusalem
Thanks for the exemplary service. You are taking care of our investment in a most conscientious way. Everything is properly recorded and all details of our previous conversations are clear and accurate. Anything we want to know is explained. It just gives such a good feeling of total reliability and accountability. Thank you for a very successful year with excellent growth in the value of our portfolio.
Mrs B, Israel
Delighted with the services provided by Simon Benarroch and his colleagues under the umbrella of Raymond James. We have been very happy with the performance of our portfolio to date and in particular we appreciate that Simon fully understands the challenges facing new Olim and takes a genuine personal interest in his client’s financial well-being.
Anonymous, Jerusalem
Thank you for the annual review report following our meeting with Simon. We have found the service that we have received over the last two years very efficient with monthly reports sent promptly on the first day of each month. The advice we have received has been sound and very relevant to our situation. We have, and would continue to recommend Raymond James to our friends.
Mr and Mrs C, Israel
We feel comfortable that our money is being well looked-after by Simon and his professional team. They are always pro-active in offering guidance on investment issues.
Mr and Mrs G, Israel
I have invested my money with Raymond James for over 4 years now and am extremely happy with their service and results. All the staff are efficient and friendly and their advice is helpful and sound. Being inept at interpreting and analysing market strategies I am more than confident in leaving my hard earned money in their capable hands to look after it and make the right decisions and investments on my behalf during my retirement. I am enjoying my retirement with my wife and family and feel relaxed about my money being in safe hands.
Dr and Mrs B, Israel
I have been happy and satisfied with the overall performance regarding my portfolio. Simon has been a pleasure to deal with. He sends out the portfolio valuations monthly, and comes regularly to Israel where he patiently goes through my investments with me .He helps me to understand my portfolio. Michele Tarsh always answers any queries I may have, promptly and helpfully. I feel I can trust Simon and Michele to do their best for me.
Mrs W, Jerusalem
Prompt consistent advice with excellent staff back-up.
Mr and Mrs H, Jerusalem
It gives me great pleasure to write a testimonial for Simon and his team. My wife, myself and my mother have now been investors for ten years. We have been impressed by the standard of professionalism, the approachability and needless to say the results of our investments. Living abroad we feel the effects of the post Brexit vote drop in the value of the pound and thus to see our investments doing well affords us a certain amount of comfort. We look forward to maintaining our relationship with the Raymond James Team for the foreseeable future.
Mr and Mrs P, Israel
We are extremely satisfied with the service and advice we have received from Raymond James Investment Services over the past years.
Mr and Mrs B, Israel
Before coming on Aliyah in 2014, we were expertly advised by Simon Benarroch of Raymond James. We are very pleased with the personal service we receive both from Simon Benarroch and Michele Tarsh.
Mr and Mrs K, Israel
I have been a client of Raymond James since making Aliyah some five years ago. The team led by Simon Benarroch ably supported by Michele Tarsh and Katie Obrart are in my opinion are an excellent team, very professional giving excellent advice especially up to date financial information concerning Israel and as to how it affects those of us who have made Aliyah. My wife and I are very satisfied with the growth of our investment and trust completely with the investments made by Simon and his partners.
Mr and Mrs R, Israel
My wife and I made Aliyah some five years ago, and we needed to know where to invest our money – and get a decent return. We met Simon at an Aliyah meeting and he explained the various options. Later, we met again at his offices in North London and decided to let him look after our money. Now, some five years later, we can see that we did the right thing. We’d describe ourselves as ‘cautious’ investors, and Simon has steered our money well, particularly in a post-Brexit world. Had we not made Aliyah, the returns on our money in the UK would have been minimal and we’d have been eating into our capital. But with the 10-year no-tax rule on our side, our money has increased in value – as well as giving us a healthy, steady income. Of course, no one knows what the future will bring, but with Simon at the rudder, calm waters can only ensue.
Anonymous, Israel
We have been clients of Raymond James for over one year and are very pleased with the service we received. Setting up the account was made very simple – and we were greatly helped by their financial team through the whole process, including the necessary risk assessment. The quarterly reports that we receive are very clear and informative and keep us fully informed as to the financial developments of our portfolio. The annual review is extremely helpful and the results have been above our expectations. Our experience has been extremely positive – the staff are all very pleasant, highly professional and a pleasure to work with.
Mr and Mrs K, Jerusalem
I have known Simon Benarroch of Raymond James for 5 years and have always been very happy with the advice he has given. He is very personable and is a pleasure to work with. He specialises in dealing with people who have made (or are making) Aliyah from the UK and his knowledge of all matters relating to this is first rate. There is a massive potential for making erroneous decisions which could prove to be very costly. It is therefore essential that expert advice is sought in good time beforehand. I would have no hesitation in recommending him to anyone. I would like to state that we are very satisfied with the efforts of your company on our behalf. Having you to provide us with financial advice means that I can, so to speak, sleep easy, knowing that we are in good hands. In your capable hands our assets have steadily increased in value, year on year. I just hope that all of you will continue to help us to maintain financial security in the coming years.
Mr and Mrs M, Israel
We have been with Raymond James – Golders Green for a few years. When my wife and I were first introduced to them we had very limited knowledge of finances and investments. In fact we had received such conflicting advice that we did not know where to turn. As soon as we established a portfolio with the company we felt we were being looked after: help and advice whenever we wanted it; clear explanations which helped us make crucial decisions; and, equally as important, thankfully being in the position to watch our investments grow. We would like to thank Raymond James and the team in Golders Green and would highly recommend them to future investors.
Mr and Mrs B, Jerusalem
I have been a client of Raymond James for 7 years since I retired and came to live in Israel. I have very little experience in investment and I chose this company after recommendations had been given to me by existing clients I needed sound advice in a form that I could easily understand. Now 7 years on I can only say that Raymond James have more than fulfilled my early expectations, I have regular face to face meeting with them where I am presented with update information presented in a way that is uncomplicated and explained allowing good time to answer any of my questions. I receive monthly information sheets by email which contain clear updated statements on progress. Also other relevant details at any time during the year on any financial aspects that Raymond James feel that I should be made aware of. If I need advice or questions answered, no matter how trivial their staff are always available and reply with efficiency and in a very friendly manner. I can say that I am extremely happy with the choice that I made to invest with Raymond James.
Mr C, Netanya
We are very pleased and impressed with the great service and information we regularly receive from Simon and his team. Bearing in mind the dire financial situation regarding the low exchange rate for British people since the Brexit referendum, the performance of our bond has been good.
Mr and Mrs F, Netanya
We were introduced to Simon at an aliyah meeting under the auspices of Nefesh B’Nefesh over seven years ago when we were contemplating aliyah. He spoke in an easily understandable style.. Encouraged by recommendations, we initially invested small sums with Raymond James and then increased the amounts, as we were and continue to be encouraged by the financial results.
Dr and Mrs M, Israel
We thank Simon and Michele very much for looking after our finances and investing wisely on our behalf.
Mr and Mrs H, Jerusalem
We have been impressed by the professional manner with which Simon has managed our account. All our concerns have received punctual and polite responses, and relevant updates keep us in the picture. Bearing in mind the recent market turbulences, the financial returns seem very satisfactory. Keep it up!
Mr and Mrs J, Jerusalem
My husband and I have been extremely satisfied with the services that Simon Benarroch, Michele Tarsh and their team have provided. They are always willing to answer any queries and keep us well informed with the monthly statement and annual review. We would be very happy to recommend them.
Mr and Mrs M, Netanya
Thanks to you and your staff and the office at Raymond James for arranging an effortless transfer of assets when we made Aliyah. Our questions were answered quickly and efficiently and our Pensions and portfolio handled in a most professional and, as we can see now, Tax efficient way. The reports you issue are most informative and despite changes in the markets our assets continue to grow.
Mr and Mrs B, Israel
A little over five years ago we made Aliyah….Listening to various financial talks and speaking to other people it was obvious that a specialist in Aliyah finance was needed. The name that cropped up all the time was Simon Benarroch. He explained all the options and advised what he though was the best route. Since that time there has been regular contact, all queries answered by return and the main point is that all the finance aspects discussed have materialised.
Mr and Mrs K, Jerusalem
We are very pleased with the personal service we receive and with the quality of your service and your overall Investment Management.
Mr and Mrs M, Israel
We have no hesitation in recommending the services of Raymond James, more specifically Simon Benarroch, Michele Tarsh and Katie Obrart. Whilst always wanting more, we are very happy with the growth to date, of our investments with Raymond James. We receive regular email communications and an annual face to face meeting even though we live a fair distance away from London! Any telephone queries are dealt with quickly and efficiently. We feel that all staff members are involved and strive to achieve the best for us. Although we know that Raymond James have a large number of clients we do feel that we receive personal service.
Mr and Mrs Anonymous, Israel
Simon Benarroch and his team have a clear understanding of the needs of expat pensioners. Funds are intelligently invested exclusively in collective investments designed to produce a combination of income and capital growth. The back office supported by the Raymond James team is efficient and responsive. The whole organization is confidence inspiring.
Mr L, Israel
Simon Benarroch and his team have a clear understanding of the needs of expat pensioners. Funds are intelligently invested exclusively in collective investments designed to produce a combination of income and capital growth. The back office supported by the Raymond James team is efficient and responsive. The whole organization is confidence inspiring.
Mr L, Israel
They are always helpful and professional and we are very impressed with their service.
Mr and Mrs I, Israel
Simon has been looking after my investments for the past 6 years and has arranged a portfolio to meet my personal needs, offering me excellent financial advice. With his professional knowledge, he has shielded me to a great extent from the adverse currency fluctuations. Simon and his team furnish me with regular financial reports and are always on hand to answer my questions. I have no hesitation in recommending Simon Benarroch and his company.
Mr and Mrs P, Israel
Why Simon? Well he listened to what we wanted to achieve and tailored our investments in the first place. However he has more importantly managed to weather the various financial storms which have struck during the time from 2011 to today, so our portfolio has grown in value and is also producing a steady income should we need to call on it. Timely updates and articles together with monthly valuations and an annual review keep us in the loop as to his investment strategies and done in lay man’s language. So we are pleased to recommend Simon, Michele and Katie.
Mr and Mrs S, Netanya
We have been very happy with the service that Simon Benarroch has given us. We went to him on the recommendation of several of our friends before we made Aliyah and we have not been disappointed. From the very first meeting Simon’s sincerity and breadth of knowledge shone through. He gave us good advice, monthly reviews as to how our portfolio was building and answered queries swiftly to our total satisfaction. We are glad that we have entrusted our funds to Simon at Raymond James and would encourage others to do likewise.
Mr and Mrs G Jerusalem
I have full confidence in you and your team and I know you always do your best. Thank you for all your splendid help and support.
Mr and Mrs F, Netanya
Having used the services of Raymond James, for some years, we have been very pleased that we chose this company to handle our financial affairs. We have always been given careful advice, a combination of listening to the client, together with the staff offering their extensive experience as a guide. At the time of Brexit, when like many overseas clients we were anxious about sterling and the future of the UK investment scene, we found Raymond James very much on top of the situation, using thoughtful planning and keeping closely in touch with developments world- wide. Paperwork is clear and regularly supplied and we always feel that we are given the time we need and the meetings we request. We look forward to continuing to work together with Raymond James in the future.
Mr and Mrs S, Jerusalem
Very satisfied with the help and advice we have received. Personal service, caring staff.
Mr and Mrs F, Israel
We have found that Simon Benarroch and his team at Raymond James not only understand the needs and aspirations of new Olim but they have, so far, been able to look after the funds we have entrusted to them to our satisfaction. Long may that continue. We like the regular review of our personal circumstances and our financial portfolio. They are easy to talk to and they have been very willing to deal with any concerns or enquiries that we may have from time to time.
Mr and Mrs L, Israel
Mr. Benarroch is very straightforward and is, therefore, very easy to communicate with. From the outset he gave me invaluable advice. I believe he has my best interests at heart and manages my investment portfolio with this in mind. His strategy takes no unnecessary risks, and his investments seem good ones, producing good growth whilst remaining within the risk profile that we established together. He is very respectful of this profile. I feel I can trust him, that he listens to my questions and wishes, and advises me accordingly. I like the fact that either he or Michele Tarsh come to Israel once a year to review the investment. He is also mindful of the total tax situation regarding assets for Olim and provides invaluable information in this regard too. I feel that Mr. Benarroch and Mrs. Tarsh go the extra mile and offer a first class and trustworthy service, specially tailored to the needs of Olim. They are also very personable whilst being highly professional. I am very grateful to them for offering this highly specialised service.
Ms K, Israel
Almost exactly ten years ago, as we prepared for our then-imminent Aliyah, we sold our house in London and liquidated our investments, and entrusted the proceeds for investment and management to Simon Benarroch of Raymond James. As pensioners our main long-term goal was, and continues to be, safety and growth where possible. We are therefore extremely pleased with our portfolio’s performance. In these days of low returns we feel this is an eminently satisfactory result. We receive monthly valuations and these are supplemented by regular reviews. In addition Simon visits his clients in Israel once or twice a year, which gives us the opportunity of discussing the portfolio’s performance with him in detail. As an extra bonus we have always found Simon and his co-workers Michele Tarsh and more recently Katie Obrart to be not only courteous and efficient, but always helpful, accessible and pleasant to deal with.
Mr and Mrs B, Jerusalem