Raymond James

Independent Financial Adviser The Mews, Queens Street, Colyton, Devon, EX24 6JU
FCA verified
2nd December 2019
Make Investing Fun, Learn – Plan – Live Life, Invest Together with a Raymond James Wealth Manager
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
Pieter Burger Chartered FCSI, APFS
Chartered Wealth Manger
adviser-person
Anna Gidman DipFA CertPFS
Investment Adviser & Financial Planner
adviser-person
Alan Stone
Wealth Manager
Where to find us

The Mews, Queens Street, Colyton, Devon, EX24 6JU

About us

The RJIS Exeter & East Devon Branch offers investment focused financial planning. Their <url hidden> website highlights their bespoke Advisory & Discretionary investment services & philosphy. Highly qualified, our advisers research and recommend individual equities, corporate bonds and Collective investments to match their clients specified financial goals.

Initial consultations to discuss your financial needs and objectives are free.

Raymond James Investment Services Limited offers a full support package to independent wealth managers, providing an open architecture administration platform, client reporting, research tools and technology solutions.

Our services

Our bespoke investment management and financial planning services make us ideally suited to clients seeking to set up and maintain pension drawdown plans, nursing care, off-shore investments and portfolios for income using our advisory and discretionary management services. Clients appreciate that we are able to maintain their portfolios of individual equities.

Additionally we act for number clients who have or are planning to live abroad.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 6.02 mi
Independent Financial Adviser and Chartered Financial Planner offering wealth management, investments, pensions and retirement planning advice and estate planning services.
 
Independent Financial Adviser 6.62 mi
I am Devon born and bred and have clients covering large areas of Devon & Somerset, although living in Exmouth most of my clients are East Devon based. I am happy to travel to you and have a relaxed approach to holistic financial planning.
 
Independent Financial Adviser 6.62 mi
We Offer fully bespoke financial advice, without the added cost of discretionary management or model portfolios. We build a investment solution tailored to you taking into account any exclusions of ethical mandates you may have.
 
Independent Financial Adviser 8.35 mi
We have three qualified IFAs who between them have extensive experience in advising on all aspects of personal financial planning.