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
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Annuity purchase
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Auto enrolment
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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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Savings for children
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Critical illness
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Life insurance
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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
9.0/10
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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
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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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!