At Raymond James, Bramham we believe that relationships of trust are built through listening to your needs, regular contact and consistently delivering exceptional levels of personal service.
We provide a full suite of financial planning and/or investment management services that include:
Investment Management
Tax Efficient Investing
Retirement Planning
Estate Planning
Inheritance Tax mitigation strategies
Protection Planning
Lifestyle Planning
We can also work with any of your existing professional advisers, including solicitors, accountants and financial advisers. This ensures that our advice and management fits seamlessly with other arrangements that you may have. If you require specialist advice that is outside of our area of expertise we also have a wide range of existing contacts in the legal and financial service professions that you can rely on.
You can be certain that we will always manage your investments and offer Independent Advice in a way that is unbiased, unrestricted and looks at the whole of the market when selecting investments for you.
Financial Planning
Our expertise in independent financial planning, including but not limited to, pension and estate planning means that you can be sure that your assets and investments will be held in a tax efficient manner both now and in the future.
Investment Management
At Raymond James, Bramham, we offer a full discretionary managed investment service.
We construct portfolios to meet your objectives. We will construct a bespoke portfolio for you using the wide array of tools made available to us through our relationship with Raymond James. We will monitor and adjust your portfolios over time to ensure that the performance generated is commensurate with the agreed risk profile.
Your portfolio would typically be diversified across many asset classes, including equities, both UK and overseas, fixed income, commercial property and alternative investments where applicable. The exact mix of these assets would be bespoke to your specific needs and risk profile.
We actively encourage meeting with you at regular intervals to review your portfolio and discuss any changes to your objectives or circumstances. You will, of course, be able to view your portfolio online at any time.
Our Research Capability
