Raymond James Investment Services

Independent Financial Adviser  74 Suffolk Road, Cheltenham, GL50 2SZ
First meeting at adviser's own cost
Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you. Truly personal wealth and investment management services for a life well planned.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Paul Whitehead

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

About us

We are an independently managed Investment Services business based in the heart of Cheltenham, Gloucestershire.

Our investment thesis is to follow specific long term investment themes - megatrends incorporating demographic change and climate impact.

We are not tied to a benchmark and actively manage client portfolios. We look for opportunity in the market and aim to be proactive, not reactive.

Our clients have access to online valuations, transaction history and performance within their portfolio.

With the support and infrastructure of the Fortune 500 parent company Raymond James Financial, who are responsible for over $1.09tn of client assets. Raymond James Investment Services is able to provide wealth and investment services to private clients, trustees, pension funds and their advisers across the UK.

We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.

Our services

Making your investments work for you:

- Stocks and Shares
- ISAs
- Pensions/SIPPs
- Offshore Bonds
- Capital Gains Tax
- Administration (Dividends/Income)

Our team will manage your investment portfolio and make decisions on your behalf, this is called Discretionary Investment Management. Acting quickly to take advantage of opportunities and manage risks on your behalf.

We can review your existing investments to ensure that they are working hard for you and are suitable for your requirements.

We make sure you aren’t paying more tax than you need to, taking advantage of Income and Capital Gains Tax allowances.

We will also enable you to utilise ISA allowances in addition to Pensions and Offshore Bonds alongside financial advisers.

We undertake all administration associated with holding an investment portfolio such as dividends, interest and corporate actions.

We provide comprehensive reporting to our clients via face to face meetings, telephone calls and general correspondence.

Where to find us
Head office address: 74 Suffolk Road, Cheltenham, GL50 2SZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 15th August 2022

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