1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. West Yorkshire
  8. breadcrumb-arrow
  9. Leeds
  10. breadcrumb-arrow
  11. Raymond James, Thorpe Park Leeds

Raymond James, Thorpe Park Leeds

Independent Financial Adviser  4100 Park Approach, Leeds, LS15 8GB
check
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
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

4100 Park Approach, Leeds, LS7 3PD

Similar advisers near you

AFH Wealth Management
Independent Financial Adviser 0.06 mi
I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
 
See profile
Wealth Aspirations
Independent Financial Adviser 0.56 mi
We have over 60 years experience advising clients. Pensions, drawdown, tax and investments are my speciality. We can do appointments over Zoom if you prefer to the usual face-to-face format.
 
See profile
LifeSearch
Independent Financial Adviser 0.75 mi
We're experts, we care, we're here so you can protect the life you love.
 
See profile
Imagine FP Ltd
Independent Financial Adviser 0.75 mi
Will you outlive your money or will your money outlive you ? Specialists in retirement planning, supporting business owners and successful individuals to understand their options at retirement, serving clients for over 20 years.
 
See profile