Raymond James, Thorpe Park Leeds

Independent Financial Adviser  4100 Park Approach, Leeds, LS15 8GB
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FCA authorised
Last authorised 13th September 2021
We are passionate about providing bespoke investment solutions to business people and their families, helping our clients to achieve their long term financial goals with insight and integrity.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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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
Meet our advisers
Mr Rupert Forrest
Chartered Wealth Manager
Mr Matthew Wright Dip PFS
Independent Financial Advider
About us

Our aim is to help our clients with the management of their financial affairs with integrity and understanding. We take a holistic approach, working with our clients and industry specialists to deliver integrated solutions and ensure that you meet your financial goals.

Our services

Pension investment and long term wealth management.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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

4100 Park Approach, Leeds, LS7 3PD

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