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?

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Testimonials

"I am a former chartered surveyor. Given my age, family and changing lifestyle, I decided to disinvest from a property portfolio into an investment portfolio with Nick. I have never regretted doing so as I now have better diversification, easier access to funds and more time to enjoy life. Nick has shown superb empathy to myself and my family, which I cannot emphasize enough. I highly recommend Nick and Raymond James Kendal and have referred him to my own friends and family."
Client of Raymond James Kendal
"I am extremely pleased with the way Raymond James Kendal have dealt with me and my investments. Nick and his team provide an excellent personal service, backed by a wealth of knowledge and experience. There is no doubt that they genuinely care. Highly recommend."
Client ofRaymond James Kendal
"I have not regretted joining Raymond James Kendal from a very large, impersonal investment company. Nick helped and advised when I needed his knowledge, expertise and understanding of the situation I found myself in. I trust Nick and his team. They care for their clients and answer all my questions honestly. I would recommend Nick Levens and his team to anyone needing his services and help."
Client of Raymond James Kendal
“We have a strong trust in his judgement, based on his excellent and extended help beyond the call of duty in the past and have built up an understanding relationship about our attitude to money.”
Client of Raymond James Kendal
“Nick has worked with me for over 10 years. I was previously with a very large organisation and looking for somewhere smaller and more accessible. Nick suited me perfectly; very professional but very personable. He understands my situation, my needs, my family and has been very helpful to all of us. In fact he came to me after a suggestion from a friend and I have never looked back.”
Client ofRaymond James Kendal
“We have worked with Nick for the best part of 10 years now and we are impressed with the level of service, knowledge and experience that Nick is always happy to share with us which we feel really enhances the service.”
Client of Raymond James Kendal
"The people at Raymond James Kendal have provided us with an excellent service. They have taken the time to understand our personal and financial circumstances. We feel we, and our investments, are in very safe hands."
Client of Raymond James Kendal
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We put CLIENTS FIRST

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 value INDEPENDENCE​

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.

Suite 6, Kendal Business Hub, South Lakeland House, Angel Yard, 21-23 Highgate, Kendal, Cumbria, LA9 4DY

 Telephone: 01539 678 420

Why Choose Raymond James Kendal

sophisticated-strategies

Tailored Strategies

a-personal-relationship

Personal Touch

tailored-advice

Expertise and Knowledge

© 2023 Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales, No. 3779657. Registered office Ropemaker Place, 25 Ropemaker Street, London EC2Y 9LY.
www.RaymondJames.uk.com

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