We offer a range of Wealth Management Services to our Clients
At Raymond James, Thorpe Park Leeds we pride ourselves on exceptional levels of customer service, putting the needs of the customer first and delivering high quality investment management with consideration to wider wealth management solutions. Our nimbleness at a local level is backed up by a strong team at national level, helping us to deliver excellent client outcomes and to be more responsive to client needs. We believe that relationships of trust are established through consistency, regular contact and listening to your needs.
Discretionary Investment Management
Providing bespoke, actively managed portfolios for our clients to suit their specific circumstances and growth and income requirements.
Wealth Management
We work with high quality Independent Financial Advisers to help to structure and manage your assets from SIPPs, Offshore Bonds, Trusts and Charities to stakeholder and personal pensions.
Execution Only
The opportunity to hold execution only investments alongside your discretionary investments.
Financial Planning
We offer independent, expert financial advice providing a tailored solution to meet your objectives and goals through pension advice, retirement planning and cash flow modelling.
Live Your Life
Raymond James wealth managers understand there’s more to wealth management than helping you decide how to invest. Because those decisions aren’t just about money, they’re about what that money can do – for you, your family and your community.
Our vision is to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
