Your family, your life, your vision matters to us.
Our role in your life story is to walk alongside you and help provide you peace of mind to reach your financial destination. We provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire.
We have a team of 22 people working in specialist teams, based in Longridge, to help our clients meet their financial objectives and life goals. Our financial planning and investment proposition are specifically geared towards for business owners and individuals with busy, complicated lives or financial arrangements.
Working with a Raymond James Wealth Manager
When you become our client, your needs and the portfolios we design based on your objectives drive everything we do.