Raymond James Wilmslow Cheshire
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
We are financial advisors and specialist investment managers offering independent, unconflicted and whole of market investment management advice with the support of a global firm, Raymond James Financial, Inc. A culture of independence gives us the freedom to offer advice based on your best interests.
Truly bespoke portfolios where the client deals with the advisor making the decisions on their portfolio and is not following a restrictive model or tied to any one investment house. Investing in direct stocks, bonds, mutual funds, Exchange Traded Funds and investment companies. Whether within a pension, ISA, JISA, taxable, trust, offshore bond or company structure.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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