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Wealth management and financial planning services

We offer an all-inclusive investment and financial planning service.

Using a separate discretionary fund manager and a financial planner can be expensive and time consuming. We have exceptional people who are qualified in both areas and can thus offer an all-inclusive, cost-efficient service.

All of our wealth managers are Chartered members of the Chartered Institute for Securities and Investments, whilst our Financial Planners are Level 6 qualified members of the Chartered Insurance Institute. 

Tax efficient investing

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Inheritance tax mitigation

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Pension and retirement planning

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Bespoke investment management services

You may want to invest but not have the time or confidence to keep track of the constantly changing markets. We can handle your investments for you and create a bespoke portfolio to provide returns that are in line with your attitude to risk and your financial needs.

Our process for creating your bespoke investment portfolio

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1. Factfinding stage
- Getting to know you and your financial goals in depth
- Understanding your current financial and personal circumstances
- Determining your attitude to risk
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2. Planning stage
- Compiling a detailed financial report to ensure everything is managed in the most tax efficient way
- Sharing and agreeing the approach with you.
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3. Implementation
- Establishing tax efficient investment vehicles
- Liaising with providers to ensure a smooth onboarding process.
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4. Ongoing Support
- Monitoring your financial circumstances to ensure ongoing suitability
- Making adjustments to keep your financial plan on track
- Keeping abreast of the ever-changing legislative landscape surrounding investment taxation and adjusting your plan accordingly

About us

Raymond James, Golders Green has been providing expert wealth management and financial planning services in London for over 20 years.

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What our clients say

We aim to offer our clients the very best personal service and portfolio management.

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Contact us

Contact us for more information and a no-obligation meeting to discuss your financial needs.

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If you'd like to start the conversation about how we can help you,
please get in touch

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Tax-efficient investing

Your investments could grow significantly less than anticipated if you do not consider tax efficiency. Based on your individual circumstances and your personal goals, we can help find the most tax efficient ways to structure your assets. This service is complemented by our other in-house capabilities, such as our bespoke investment management services.

Inheritance tax migration

Planning for the future is essential, especially when it comes to safeguarding your family’s financial well-being. Inheritance tax can take a substantial toll on your estate, potentially leaving your loved ones with a large bill to pay.

By engaging in strategic planning, you can aim to protect your assets and ensure a smooth transfer of wealth to the next generation. From establishing trusts to utilising exemptions and reliefs, inheritance tax planning can offer cost-effective and legitimate avenues to minimise tax liabilities.

Pension and retirement planning

Navigating the complexities of pensions for a secure and comfortable retirement can be a daunting task. The landscape of pension legislation is ever-evolving and individuals frequently find themselves overwhelmed with multiple pension schemes, each with its unique set of regulations. However, our expertise allows us to guide you through these intricacies, providing invaluable advice to help your financial well-being in the years ahead.

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