About us

Based in the old Natwest bank on Berry Lane, in the centre of Longridge’s bustling high street, Raymond James, Ribble Valley help people meet their financial objectives and life goals in a very bespoke way.

We provide high-quality, face-to-face, independent advice for individuals and businesses.

Having a wide range of experts in-house allows us to help clients meet their financial objectives and life goals. We help clients grow their wealth, live off their wealth and pass on their legacy to loved ones.

We create and manage bespoke portfolios tailored to each individual client’s need and risk tolerance, to make sure client assets are working as hard as possible, such as generating the income needed.

We are able to offer the financial strength, infrastructure and resources of a large multinational financial services company, but with the personable, quality service of an owner managed, local business. We don’t subcontract to other service providers or companies – we have the capabilities, resources and expertise to do everything in-house.

About Raymond James

Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.

We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.

Raymond James Financial

Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.

Raymond James currently works with over 8,800 wealth managers (as at 30 September 2024) located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.54tn.

On 31 March 2025 RJF announced 149 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.

*stats correct as at 31 March 2025 unless otherwise stated.