When I took my son along to his football practice last week, my daughter asked if she could join the team, this was the same when we went to Jujitsu the week after. Thankfully, there are lots of young girls keen to start playing football, which bodes well for the future of the sport. However, there is a shortage of female coaches for both sports. It got me thinking about the lack of female financial advisers within my own profession.
At Raymond James Ribble Valley, we provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire. We have a team of 17 people working in specialist roles, based in Longridge, to help our clients meet their financial objectives and life goals.
Head of Branch Investment Paul Gavaghan meets with Sarah Varley to explain how Raymond James Investments in Longridge are providing a truly bespoke service.
Sarah Varley meets Raymond James Investment Services’ branch principal Wayne Hayhurst to find out how they are helping people meet their financial objectives and life goals in a very bespoke way. Photography: Phil Garlington
In the heart of Longridge, situated in the old NatWest bank building on the high street, Raymond James Investment Services offers a range of services and capabilities normally only found in big cities.
We provide high quality, face-to-face, independent advice for individuals and businesses. Having a wide range of experts here in branch 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 wealth to loved ones. Our key service areas are savings and investments, pensions and SIPPs, tax-efficient retirement income, stockbroking and estate planning.
Our team of 17 in-house specialists enable us to provide bespoke solutions to match our clients’ individual financial objectives and circumstances. The specialist roles include:
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 manage around £10 billion of client assets, whilst the parent company, Raymond James Financial manage around $725 billion globally and have over three million client accounts.
We are financial planners, wealth managers, stockbrokers and have discretionary fund management permissions, with all this expertise based in Longridge.
We don’t subcontract out to other service providers or companies – we have the capabilities, resources and expertise to do everything in-branch.
This allows our clients to deal face-to-face with specific specialists and strips out layers of costs as clients aren’t paying several different companies for the solution they receive.
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. n For all your financial planning, get in touch with the team at Raymond James today