Raymond James Investment Services

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. Being regulated and authorised through Raymond James, we have access to world class systems and research and the financial strength of a global powerhouse. Raymond James UK manages £10.8bn* of client assets, whilst the parent company, Raymond James Financial manages $824* billion globally and have over 3 million client accounts as of 30th June 2019.

Given all the upheaval in the industry over the last few years, we see a lot of things that concern us. We come across a lot of people who take too much risk for their needs. For that reason, if there is anyone that you care about, who you think could benefit from a second opinion, we would be glad to help them.

Areas we can help with:

  • Savings & Investments
  • Stockbroking
  • Tax-efficient retirement income
  • Discretionary Investment Management
  • Pensions & SIPPs
  • Estate Planning
  • Tax-efficient business funds & exit strategies

Our financial planning and investment proposition is specifically geared up for business owners and individuals with busy or complicated lives or financial arrangements. Due to our bespoke nature, the typical initial investment is from £250,000 to upwards of £20 million.

Contact us today to book in a free, no obligation consultation to see if you’re on track me meet your financial objectives and life goals.

MEET THE TEAM

Wayne Hayhurst
Branch Principal, Chartered Wealth Manager & Financial Planner
Gary Ward
Chartered Financial Planner & Head of Branch Financial Planning
Paul Gavaghan
Chartered Wealth Manager & Head of Branch Investments
Tracey Board
Wealth Manager & Financial Planner
Roni Coutts
Wealth Manager & Financial Planner
Matthew Robinson
Wealth Manager
Andrew Barr
Wealth Manager
Fraser Pemberton
Wealth Manager & Investment Analyst
Sarah Carlin
Head of Branch Operations
Sophie Hayhurst
Business Support Manager
Hannah Kenyon
Office Administrator
Laura Forrest
Business Support Manager
Connor Almond
Financial Planner
Clementine Bell
Wealth Manager
Will Heane
Wealth Manager
Alastair Brown
Private Client Executive

 

OUR UNIQUE APPROACH

At the Raymond James Ribble Valley Branch we provide both Investment Management and Financial Planning to deliver a truly integrated wealth management service. Instead of having to see a separate Financial Adviser, Investment Manager and Stockbroker, our Wealth Managers will look after all of your financial affairs.

This integration enables us to:

  • Design a bespoke strategy for each client to best help you reach your financial goals. We can ensure your investment portfolio fits seamlessly into your larger financial plan.
  • Eradicate unnecessary layers of charges that come with multiple advisers and managers. This leaves more money in your account to be reinvested and provide greater returns.

Whole of Market

Instead of being restricted by in-house funds, our stockbroking capabilities provide us with access to individual securities and bonds directly. This whole of market approach enables us to minimise charges, have total flexibility and accommodate the most specific needs or preferences.

Personal Service

We place great emphasis on delivering a truly personal service. Our office is located in the heart of the Ribble Valley. We believe that the local service we are able to provide has led to the strong, long-lasting relationships with our clients that we enjoy today. You can expect to speak to and meet your wealth manager on a regular basis.