Raymond James
Initial consultation free
Independent
We can help you invest your money tax efficiently. We are a local friendly branch of a large international firm. All of our advisers are 'chartered'.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Simon Benarroch
Chartered Wealth Manager & Branch Principal
Jonathan Benarroch
Chartered Wealth Manager & Financial Planner
Harry Morris
Chartered Wealth Manager & Financial Planner
Michele Tarsh
Chartered Wealth Manager
What our clients say
ma
Mr and Mrs B,
We have been associated now with Raymond James for six years and they have produced a portfolio showing excellent performance, despite some drastic events that have affected the financial market...
ma
Mr and Mrs R
Thoroughly efficient, always reliable, unfailingly courteous, totally committed to doing the best for their clients
mw
Mrs W
The team at Raymond James are very professional whilst providing an individual and personal service.
As a client I value their guidance and support. The team explains everything to me in a language...
ma
Mr and Mrs O-S
We have been clients of Raymond James ever since we retired sixteen years ago.
We have received excellent help and service throughout that period. The team have organised our investments in line with...
ma
Mr and Mrs M
I would like to state that we are very satisfied with the efforts of your company on our behalf.
Having you to provide us with financial advice means that I can, so to speak, sleep easy, knowing...
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