Welcome to Raymond James Kendal

A leading provider of discretionary investment management and financial planning services in Cumbria

Our business is people and their financial well-being

Welcome to Raymond James Kendal, where your financial journey is our personal mission. As a boutique discretionary investment management company based in the UK, we are dedicated to providing a uniquely personal touch to managing your wealth. We understand that each investor’s goals and risk tolerance are distinct, and we pride ourselves on crafting bespoke investment strategies tailored to your individual needs.

We believe that nurturing strong relationships with our clients is the foundation for financial success. Our team of investment professionals works closely with you to understand your financial objectives, develop a comprehensive investment plan, and offer expert guidance throughout your journey with us.

Our commitment to a personalised approach ensures that you are not just another account number, but a valued client of Raymond James Kendal.

Discover the difference today and experience the exceptional service, attention to detail, and personalised investment strategies that set us apart in the world of wealth management. Together, let’s build a prosperous future that’s uniquely yours.

Why use a Wealth Manager?



If we do what’s right for our clients, the firm will do well and we’ll all benefit.

We act with INTEGRITY

We put others above self, and what’s right above what’s easy. We believe doing well and doing good aren’t mutually exclusive.

We think LONG-TERM

We act responsibly, taking a conservative approach that translates into a strong, stable firm for clients, wealth managers and associates.


We respect autonomy, celebrate individuality and welcome diverse perspectives, while encouraging collaboration and innovation

Request a call back

Contact us to discuss how we can help you. Alternatively, you can call us on 01539 678 420.

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