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 our wealth managers are Chartered members of the Chartered Institute for Securities and Investments, while our Financial Planners are Level 6 qualified members of the Chartered Insurance Institute. This means that you will be dealing with some of the most qualified advisers in the industry.
Bespoke investment management services
Our process for creating your bespoke investment portfolio
1. Factfinding Stage
- Understanding your current financial and personal circumstances
- Determining your attitude to risk
2. Planning Stage
- Sharing and agreeing the approach with you.
- Liaising with providers to ensure a smooth onboarding process.
4. Ongoing Support
- Making adjustments to keep financial plan on track
- Keeping abreast of the ever-changing legislative landscape surrounding investment taxation and adjusting your plan accordingly
Raymond James, Golders Green has been providing expert wealth management and financial planning services in London for over 20 years.
What our clients say
We aim to offer our clients the very best personal service and portfolio management.
Contact us for more information and a no-obligation meeting to discuss your financial needs.