Raymond James Investment Services Ribble Valley

Independent Financial Adviser  Raymond James, Longridge, Lancashire, PR3 3JA
First meeting at adviser's own cost
Financial Advice, Stockbroking and Investment Advice Services in Lancashire, Preston. Delivering Bespoke, Whole of Market Investment Advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Wayne Hayhurst
Branch Principal, Wealth Manager and Financial Planner
Roni Coutts
Wealth Manager & Financial Planner
Tracey Simpson
Investment Adviser & Financial Planner
Paul Gavaghan
Investment Manager & Head of Branch Research
Gary Ward
Chartered Financial Planner and Head of Branch Financial Planning
Andrew Barr
Wealth Manager
Matthew Robinson
Wealth Manager
About us

At the Raymond James Ribble Valley branch we provide the intimacy of a small local practice backed by the resources and financial strength of a large financial services organisation. We are focused on delivering a proactive and personalised wealth management service to help our clients achieve what is important to them. We understand the financial needs of successful people and have a deep knowledge of investment principles, tax rules and wealth structuring.

Our services

Our bespoke service is tailored to you and your investment needs. We take the time to understand your financial situation, individual goals and objectives, along with your knowledge and experience of investments to create 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.

Where to find us
Head office address: Raymond James, 8 Berry Lane, Longridge, Lancashire, Preston, PR3 3JA
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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