Raymond James, Ribble Valley | Investment Management Services

5.0

Based on 24 reviews

Since a wholesale move of all of my immediate family’s portfolios to Wayne and his team in June 23 we have benefitted from strong investment performance. The service is prompt and thorough from both the wealth management and investment teams. So far, very satisfied.

Ben Powell

15:16 19 Feb 24

Clare Hyde

22:16 12 Jan 24

Raymond James have provided excellent advice and support for my investments. They are highly professional and provide individually targeted support and advice. I would recommend them to all my friends and associates.

Sue Lawrence

14:26 12 Jan 24

This review is from Darren and Michelle Lewthwaite-We have been with Raymond James for many years now and they have successfully guided us through all the ups and downs which the investment world has experienced in that time.Gary Ward has fully supported us in achieving our aims for our retirement - he has always focussed on our priorities and using his expertise, he translates that into a financial plan which we can easily understand.We are finally at the point in our lives when all that hard work is paying off and we are in the fortunate position, thanks to Gary and the team, that we have been able to semi retire and enjoy our new holiday home in Wales which has long been our dream.So Gary - thanks for all your help and you know that you are very welcome to visit any time you are in the area.

Michelle Lewthwaite

16:13 21 Jun 23

I have had personal investments with Raymond James for nearly 10 years now and they have managed my portfolio superbly over those years giving me the income I needed to live the lifestyle I wanted and spend extra precious time with my lovely family. Working with Wayne, Tracey and the Team over the years has been an absolute pleasure. They totally understand my needs, are so personable and explain things in a way that helps me understand the investments that they have made on my behalf.They fill me with total confidence that my money is in safe hands.

Sue Catlow

13:00 22 Dec 21

Personal service and caring but perhaps getting a little too big as was better in earlier smaller days

Barbara Milne

10:13 18 Oct 20

We are very pleased with their highly professional and effective service.

Alaric Hicks

13:57 02 Oct 20

I've been really impressed by the team at Raymond James in Longridge. In particular I'd highly recommend them for their ability to come up with solutions for complex financial circumstances, to present options clearly, to make recommendations without pressure, and last but very much not least, for their investment performance in the face of an extraordinarily volatile global environement.

Joel Hames

18:27 17 Sep 20

Tracey Board and her team provide an excellent service. Their reviews are always helpful and are readily avaialable for further discussion

paul milne

10:23 17 Sep 20

My late husband and I have had Tracey as our Financial Adviser for many years ever since she knocked on our door and offered to go through our investments. She worked wonders for us nearly three years ago when Pete was told he had terminal cancer and only a short time to live. At that time Tracey was about to go to Australia within days but worked wonders for us.I cannot find fault in anything she has done for us. I trust her implicitly now that I am on my own and we have become good friends over the years.I have recommended her to some of my friends and will continue to do so.

christine ashton

08:21 17 Sep 20

Approachable, knowledgeable and friendly group of professionals.I feel happy and confident that my investment portfolio is in safe hands.

John Noblett

19:59 11 Apr 19

I have known Tracey for more than fifteen years now, during which time, she has carefully managed the financial affairs of both my parents.Over the years, we have come to rely upon Tracey for much more than investment advice. This was particularly relevant, when my father first began to develop dementia: Tracey advised us of the options relating to care home funding, the legal position regarding inheritance and property rights and the pitfalls of not applying for power of attorney.Looking back now, I can see that we received some very sound advice indeed.Tracey has a knack of breaking down complicated finance matters into concise easily understandable english.Now that my mother has achieved her 90th birthday, it is a tremendous comfort to myself and my two sisters that we have a person that we totally rely upon and completely trust to manage her affairs.I would not consider changing the relationship that we have built up.

peter hill

11:25 22 Mar 19

We are extremely please with the way Raymond James have handled our investments. They provide an excellent personal service. We always feel their main aim is our future wellbeing and financial security. Their advisors are always available to answer our queries and nothing is too much trouble . We are so pleased we placed our finances under their management.

Tanglewood

17:22 13 Mar 19

We are very satisfied with the service provided by the team at Raymond James especially Tracey who we have found to be very knowledgeable, professional and approachable. Everything is explained fully and no questions too small. She continues to give us sound guidance on our financial portfolio. We have no hesitation in recommending Raymond James to other would be clients.Keith & Deborah Guy

Deborah Guy

18:50 08 Mar 19

Very proactive and responsive company. Happy with service and personnel and would recommend.

Chris Sandham

10:39 07 Mar 19

Raymond James offers an extremely friendly and trustworthy service. I feel that my investment is secure and any queries that I have raised have been answered promptly. I would say that the staff go the extra mile to ensure that you are completely satisfied with the service. Since talking with Gary Ward I feel I have an in depth understanding of my finances. This has helped me to feel financial secure both now and with a view for the future. I am now able to spend comfortably and know that funds are available for large expenses in the future.

Catherine Trick

14:14 03 Mar 19

Phil Wood

14:24 01 Mar 19

Matt put a lot of effort in finding out what we wanted and gave us some great advice on our options for retirement. He listened carefully to our interests so he could give us a tailored financial profile. There was no hard sell just honest opinion on our options.

simon johnson

18:04 28 Feb 19

Great service from people who take the time to know what you want and then explain in an easily understandable way how to achieve it. Happily recommend them to anyone looking to invest for their future

Frank Crankshaw

16:49 28 Feb 19

I cannot praise Tracey Simpson and the team highly enough for the professional way in which my investments have been handled.When I sold my house last August I was totally confused about how and where to invest my money. I had heard various horror stories about investments gone wrong and was very apprehensive about using an Investment Service Company. I met Tracey and immediately she put me at ease I have total respect for her and the utmost confidence in the Company and would certainly not hesitate in recommending them.

Ann Bullas

14:13 28 Feb 19

I have been dealing with this company for 10 years or so and have always found them very professional,knowledgeable and easy to deal with.The Longridge office has grown very significantly on the back of its excellent advice and now boasts a strong team of advisors backed by its own analysts and experts and each client receives a personal service with custom-built advice according to their particular requirements

terry dickinson

13:47 28 Feb 19

Continue to be delighted by the personal service and advice given. Staff are always very professional, welcoming and interested in you and in understanding your personal needs. Advice and recommendations are well researched and tailored to your circumstances. Always a pleasure to deal with Wayne and his colleagues, could not recommend more highly.

A Seed

11:46 28 Feb 19

John Bath

18:30 26 Feb 19

The guys at Raymond James have been very helpful in helping to plan my retirement.They have helped me make the best use of my investments right from day 1 and even when the best option has been to leave investments where they are with no gain for them selves the advice has to leave them.I always feel valued and truly believe that everything they have done has been specifically tailored towards me rather than disappear into some large corporate pot.I am now enjoying my retirement and am very relaxed that my pension is being managed specifically for me and in a way that delivers the best returns for me.Thank you!

V C

20:36 25 Feb 19

At Raymond James, Ribble Valley we put you at the heart of everything we do.

Your family, your life, your vision matters to us.

Working with a Raymond James Wealth Manager

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What our clients have to say...

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