Client Login 0151 909 1830

Our Services

At Raymond James, Water Street we take a personal approach to Investment Management with bespoke tailored portfolios

Investment Management

Building a robust and well diversified portfolio personal to your long-term investment is the platform to achieving your long-term goals.

We promise to focus on you and to put your interests at the forefront of what we do.

We always listen and ensure we understand your long-term aims and aspirations. We aim to work with you in a way that suits you and your requirements to help you achieve your long-term investment objectives.

pop_img1
pop_img1

Centralised Financial Planning Service

At Raymond James, we offer a centralised Financial Planning Service to the clients of our branches. The service is designed to provide a tailored solution to meet your objectives and goals on the following key areas:

  • Pension advice
  • Retirement Planning
  • Inheritance Tax Planning
  • Cash Flow Modelling

The Service is provided as a one-off piece of work with a clear and transparent cost structure to help you meet your financial objectives before the relationship is passed back to your wealth manager who will continue to work with you to meet your investment needs.

For more details on the services provided, please contact your Wealth Manager who can arrange an introduction to the Financial Planning Team.

Dedicated Investment Manager

All our clients benefit from having their own dedicated investment manager, who is available meet and discuss your long-term investment objectives when you need us. We do not limit the number of meetings we have with clients; we understand that you are all different.

We send quarterly reports and use technology to enable you to keep track of your portfolio through our online portal.

We promise to focus on you and to put your interests at the forefront of everything we do.

We’ll listen and ensure we fully understand your long-term aims and aspirations. Together we will achieve your investment objectives.

Discretionary Managed Service

In these times of uncertainty our Discretionary Portfolio Service will give you the confidence that your portfolio is being actively managed by one of our trusted Investment Managers. Our Discretionary Managed service allows us to take care of the management of your portfolio and removes the worry and stress of keeping track of the markets. With one of our experienced Investment Managers managing your portfolio, we can make the most of any opportunities that arise.

Advisory Managed Service

Our Advisory Managed Service allows clients to retain control over their investment portfolio and make their own decisions, but with help and guidance from our Investment Managers. We can monitor and make investment recommendations to you and explain why we are making those suggestions. Ultimately, the final choice is yours. This service works well for clients who have inherited a portfolio and have an emotional attachment to some of the holdings.