Raymond James Investment Services Oakham

Independent Financial Adviser 3 Church Passage, Rutland, Oakham, LE15 6DR
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
We provide the intimacy of a dedicated, local wealth management practice backed by global research and financial security.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Estate planning
Meet our advisers
Tom Spain
Chartered Wealth Manager, Stockbroker & Branch Principal
What our clients say
"The most important thing I look for in a Financial Adviser is integrity and we have now had 9 years of experience with Tom and we trust his integrity 100%".
Ken Edmond, Rutland
"We find Joel Pither most welcoming, and informative with his financial advice. We are kept up to date on a regular basis and feel confident that Joel and the rest of the team at Raymond James have all our financial interests covered."
Mark and Anne Pennington, Market Harborough
"Due to government changes to pensions in 2015 I contacted Raymond James at their Market Harborough branch. Their friendly and expert approach took all the hassle away from me as they arranged my pension fund. I find it extremely comforting to have their expertise at the end of the phone, or to be able to talk to them personally. After just over a year with them, my returns are vastly superior to any other investments available at the moment. Well done Tom, Joel and all at Raymond James. "
John Edwards, Market Harborough
"We find the service very competent and friendly. Especially useful is the on-line account which enables us to track the performance of all of our investments whenever we want. This also gives full transparency of charges, which we have not had before."
John & Mel Stride, Market Harborough
“Having built up a trustworthy relationship with Tom Spain and his professional staff at Raymond James over a number of years,I had no hesitation in recommending friends and family to contact them to hear how Tom could assist in their Financial planning in a Friendly and Professional but most of all,successful environment.
John Danes, Narborough
“At Raymond James Market Harborough I have always been made to feel that my investments are in safe hands. Here you are not just an account number and as a client you are well looked after and valued. I would never hesitate to recommend their services be your portfolio large or small.
Tony Johnson, Leicestershire
have only been with Raymond James Investment Services in Market Harborough for the past 12 months but I am really happy with the service and only wish that I had come across them sooner. I have learned more about the progress of my investments and pensions in that time than I did during 30+ years with other providers. Daniel Thompson, my Wealth Manager at Raymond James, meets with me regularly to review progress and takes the time to ensure that I fully understand all of the figures. Daniel and the team at Raymond James are experts in their field, they really care and have taken the mystery and secrecy out of the whole process which is a most refreshing approach to the delivery of financial services. An amazing service which I am completely happy with - thank you.
Rob Gilbride, Kettering
For the first time ever with a Financial Adviser I know exactly what they charge, and I know exactly what the return has been on our investment. Surprisingly that isn’t the norm from my experience. We have had a fantastic return on our investment which is the first time we have ever had that with a investment adviser.
Keith & Kath Lawson-West, Leicestershire
“At Raymond James Market Harborough I have always been made to feel that my investments are in safe hands. Here you are not just an account number and as a client you are well looked after and valued. I would never hesitate to recommend their services be your portfolio large or small.
Tony Johnson, Leicestershire
They are holding your future in their hands so you have to trust them and their judgement's and that they’re honest with you and understand what you are going to need from your financial investments. I actually had a review yesterday and I am very thrilled and my mother has got investments with them too so I’m very pleased.
Amanda Brookes, Market Harborough
have only been with Raymond James Investment Services in Market Harborough for the past 12 months but I am really happy with the service and only wish that I had come across them sooner. I have learned more about the progress of my investments and pensions in that time than I did during 30+ years with other providers. Daniel Thompson, my Wealth Manager at Raymond James, meets with me regularly to review progress and takes the time to ensure that I fully understand all of the figures. Daniel and the team at Raymond James are experts in their field, they really care and have taken the mystery and secrecy out of the whole process which is a most refreshing approach to the delivery of financial services. An amazing service which I am completely happy with - thank you.
Rob Gilbride, Kettering
Trust is very important. I can rely on Tom to ring me when he wants to make changes and to discuss it. We have our reviews every 4-6 months and that is very important as well. I am fairly active in that I like to keep up with what’s going in my portfolio so I am often able to talk to Tom on that basis and I’m always happy and relieved that we think along the same lines.
Peter Ellement, Market Harborough
"Unlike my previous investment adviser, I feel very confident in discussing my investments (which are very important to me & my family) with Daniel at Raymond James. He is very knowledgable & understanding, making me feel like I'm his most important client. I am happy to recommend Daniel & Raymond James to all my contacts".
Gubby Dhillion, Coventry
Tom Spain’s advice on my investments has been invaluable over the years! Helping me to create a tax free income and keeping my investments heading in the right direction through challenging markets. I would recommend him and his team to anyone needing quality advice.
Dorothea Livesley, Market Harborough
"I chose Raymond James because they are a face on the high street as I like to interact personally with an adviser. I put a small amount of money with them and all through the economic downturn the investments have stood their ground, in fact they have made a little bit of an improvement, so to have done that in the climate we have been through, I’m completely happy".
Jonathan Brookes, Market Harborough
“We have worked with Tom Spain over the last 7 years and have been delighted by the service and advice we have received. Tom meets with us regularly and keeps us up to date with our investments which provide us with a regular income. We would highly recommend him as someone you can trust and rely upon for good advice.
Douglas & Freda Rudge, Leicester
I love their honesty, integrity, and the way they look after you. I met Tom 9 years ago and he set up my future life, my pensions, my ISA’s and they have far outperformed what I expected.
Raj Nataly, Lutterworth
"Daniel and the whole team at Raymond James always provide a very friendly and helpful service. I never feel like I’m being rushed and everything is always explained to me at a level I can understand. In particular, I would like to thank Daniel for his help with my elderly Aunt’s finances, in addition to my own. He really took all the stress out of what can be a complicated process. I would happily recommend Daniel and the services of Raymond James to anyone".
Jenny Butlin, Market Harborough
"I just wanted to say a big thank you to Daniel Thompson and the staff at Raymond James. The service is excellent, hassle free, very professional and with the regular personal reviews my investments have grown steadily well above inflation. A comfortable retirement appears safe in their hands for me so I am happy to recommend this organisation to anyone concerned about where to go for sound financial advice".
Guy Jackson, Leicestershire
Where to find us

3 Church Passage, Rutland, Oakham, LE15 6DR

Make an enquiry
About us

Our distinctive service includes Wealth Management, Stockbroking and Financial Advice provided by our own dedicated team of experts. If you value being kept involved in the investment process, understanding where your money is invested and why, then one of our qualified Wealth Managers would be delighted to see how we could help you reach your financial goals.

Our services

Our bespoke service is tailored to you and your investment needs, as we take time to understand your individual goals and objectives, your knowledge and experience of investments, and your financial situation, creating the investment plan that is right for you.

When a portfolio is created it’s just the start of a relationship of continuity and trust.

Portfolios are regularly reviewed throughout the course of the year with the offer of face to face meetings that help inform clients on the current market situation and our recommendations and these can be as detailed in their analysis as you require.

Advice methods
  • phoneButton
    Telephone
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor’s individual circumstances, and it may be subject to change.

Before contemplating any transaction, you should consult your wealth manager.

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