We are first and foremost committed to acting with integrity and expertise. This includes making sure that we provide you with a high level of service tailored to your needs.
Discretionary Investment Management
The core of our business is based on a Discretionary Management service. This is where we work with you to agree an investment plan, which we will then use to build your investment portfolio. We will then actively manage your portfolio on an ongoing basis.
In providing this service we use a number of investment vehicles, including:
- Personal investment portfolios (i.e. share portfolios, etc.)
- Investment ISAs
- Pensions, including SIPPs
- Trusts
- Charities
- Offshore Bonds
We are able to open sole and joint accounts. We can also link multiple accounts, which can help to reduce the annual running costs for you. At Raymond James, we are also able to transfer most competitor portfolio holdings without needing to sell them.
We are also equipped to support you in the following areas:
- Advisory Investment Management
- Execution Only Service
- Wealth Planning