1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North West
  6. breadcrumb-arrow
  7. Cheshire
  8. breadcrumb-arrow
  9. Wilmslow
  10. breadcrumb-arrow
  11. Raymond James Wilmslow Cheshire

Raymond James Wilmslow Cheshire

Independent Financial Adviser  Springfeild house, Wilmslow, Cheshire, SK95BG
First meeting at adviser's own cost
Personal and bespoke whole of market investment management with independent financial planning. Offices in Wilmslow, Cheshire and Central London.
We can advise you on
check
Annuity purchase
check
Auto enrolment
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
Savings for children
check
Critical illness
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Stockbroking services
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
Robert allman
Wealth manager & principal

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

About us

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.

Our services

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.

Where to find us
Head office address: Springfeild house, Waterlane, Wilmslow, SK95BG
Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 0.04 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
ClearPlan Financial Services Ltd
Independent Financial Adviser 0.04 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
See profile
Depledge Strategic Wealth Management Ltd
Independent Financial Adviser 0.18 mi
We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
 
See profile
Simply Pensions Ltd
Independent Financial Adviser 0.27 mi
Get expert independent advice on starting, transferring or accessing your pension, with our transparent fixed fee offering. Or if you just want to make sure that your existing pension arrangements are on track come and talk to us!
 
See profile