Raymond James, Thorpe Park Leeds

Independent Financial Adviser  4100 Park Approach, Leeds, LS15 8GB
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Rupert Forrest
Chartered Wealth Manager

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

Mr Matthew Wright Dip PFS
Independent Financial Advider
What our clients say
Personal. professional and trustworthy.
Client since 2017, Yorkshire
Personalised service from a knowledgeable expert.
A Booth, Yorkshire
Approachable and always willing to out of their way to do the best for clients.
A Webb, West Yorkshire
Clear, concise communication and excellent portfolio management.
Mr S T, Yorkshire
Very happy with the professional service I receive.
J Nethersole, Herts
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.

Where to find us
Head office address: 4100 Park Approach, Leeds, LS15 8GB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
7.0/10
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FCA authorised
Last authorised 13th September 2021

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