At Raymond James Kendal, we understand that a successful relationship between a client and their wealth manager is based on professionalism, communication and trust. Hence, the entire infrastructure of our business is based on the fundamental principle of putting investors first.
The key to delivering a first-class service lies with identifying a client’s needs and delivering a customised investment solution. We believe that by giving our wealth managers the ability to select investments and make choices on a unbiased basis enables them to create the right investment solution.
With Raymond James providing dedicated support, wealth managers can concentrate on what they do best: creating unique wealth management solutions to meet their clients’ needs.
Wealth Management Professionals
Our approach provides clients with an independent, bespoke and personalised investment service, which creates long-term diversified investment solutions.
A bespoke approach means we can work with you to tailor to your specific investment objectives and facilitate any ethical, growth or high income requirements, adapting these as your circumstances change.
Raymond James Kendal offers “Independent Advice” which means we must assess a sufficiently diverse range of product types and providers to ensure that your investment objectives can be suitably met in a way that is unbiased and unrestricted.
This is an important part of the service to the client. Treating clients as individuals and providing them with a personal touch will promote a positive customer experience and strong, long-term relationships.
What matters to you
Our Head Office asked investor clients to rate the most important elements of the service they receive from their Raymond James Wealth Manager. Results show that of the top three things that matter the most to clients, 99% of respondents are satisfied that their wealth manager delivers on each quality.
Survey was conducted across Raymond James Wealth Manager branches across the UK