We offer a range of Wealth Management Services to our Clients
At Raymond James, Thorpe Park Leeds we pride ourselves on exceptional levels of customer service, putting the needs of the customer first and delivering high quality investment management with consideration to wider wealth management solutions. Our nimbleness at a local level is backed up by a strong team at national level, helping us to deliver excellent client outcomes and to be more responsive to client needs. We believe that relationships of trust are established through consistency, regular contact and listening to your needs.
Discretionary Investment Management
Providing bespoke, actively managed portfolios for our clients to suit their specific circumstances and growth and income requirements.
We work with high quality Independent Financial Advisers to help to structure and manage your assets from SIPPs, Offshore Bonds, Trusts and Charities to stakeholder and personal pensions.
The opportunity to hold execution only investments alongside your discretionary investments.