Raymond James

Independent Financial Adviser The Mews, Queens Street, Colyton, Devon, EX24 6JU
FCA verified
22nd July 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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • 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 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
Compliance

Raymond James Investment Services Ltd is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered Office: Broadwalk House, 5 Appold Street, London EC2A 2AG

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