Welcome to Raymond James, Water Street in the heart of Liverpool
We deliver a truly bespoke and highly personalised wealth management service
to our clients to help them achieve their financial objectives and long-term investment goals.
At Raymond James, Water Street we focus on delivering a truly bespoke and personalised investment management service tailored to our clients’ long-term investment goals. We work in partnership with a growing global wealth management business, which enables us to provide the intimacy of a small local practice backed by the resources and financial strength of a large financial services organisation.
We offer a unique and personal service, which allows us to develop a close working relationship with our clients.
We have a comprehensive knowledge of investment principles and risks and provide clients with an actively managed portfolio service.
Our business is people. Then. Now. Always.
It’s easy to remember what counts most in hard times when it’s what counts most in good ones too.
Through upticks, downturns, burst bubbles and historic bull markets, we’ve never lost sight of the fact that there’s a person behind every portfolio.