At Raymond James, Jewry Street, we offer the full suite of financial planning services, including:

  • Investment Management
  • Retirement Planning, including detailed analysis of existing pensions
  • Estate Planning and Inheritance Tax mitigation strategies
  • Tax Efficient Investment Planning
  • Protection Planning
  • Lifestyle Planning
  • Cash Account

We also work in conjunction with your legal advisers or tax specialists, ensuring the advice we provide fits in with other plans or arrangements you may have in place.  If advice is required on matters outside of our areas of expertise, we draw on our contacts in the financial service and legal professions, ensuring you only need the one point of contact.

Raymond James, Jewry Street, will always manage your money and offer Independent Advice in a way that is unbiased, unrestricted and looks at the whole of the market when selecting investments for you.

Investment Management

Many financial plans involve an element of investment management.  At Raymond James, Jewry Street, we offer both an advisory service, where we advise on portfolio construction but require your approval to proceed with any changes, and also a fully discretionary managed investment service.

We construct portfolios to meet your objectives. We start with a discussion over a tea or coffee to come to an agreement of how you would like your portfolio to be managed. To do this we will begin with:

  • Risk Tolerance
  • Capacity for loss
  • Required outcome

Once this has been agreed we will then set about constructing 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 the portfolios over time to ensure that the performance generated is commensurate with the risk taken.

We will aim to meet 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

Our portfolios typically diversify across various asset classes, such as equities, fixed income, commercial property as well as specialist funds and alternatives. We believe that it is important to equip our team with specialist research to enable us to construct suitable portfolios.

We have extensive research capability with access to over 80 Raymond James analysts that provide analysis on securities across the globe.  Having access to this type of research was a key part of our decisions to associate ourselves with Raymond James.  From cutting-edge technology to award-winning research, superior back-office administration and continued professional development, we have the expertise and tools to help you achieve your goals.