Discretionary Management Service
Our discretionary management service offers an attractive and convenient solution for those without the time, inclination or expertise to take an active role in managing their investments. Your wealth manager will take care of everything and make investing straightforward for you.
We strive on building our service around you
We work closely with clients to deliver a custom made and high-quality wealth management solution.
Our culture of independence ensures clients receive the best and most suitable advice available.
The service is personable, attentive and backed by years of knowledge and experience.
Working with a Raymond James Wealth Manager
When you become our client, your needs and the portfolios we design based on your objectives drive everything we do.
Our Financial Planning Service is a cost effective solution, delivered remotely by our Head Office, giving you benefit of keeping everything under one roof.
Services that can be accessed include:
For further information please feel free to call on 01539 678 420 for a informal chat.
Products & Services
Raymond James Kendal believes that choice is crucial in wealth management. Your investment strategies should evolve along with your needs and your lifestyle – and a change in strategy may require alterations to your portfolio.
By offering access to a comprehensive selection of products and tools, in addition to robust compliance and supervision services where appropriate, we enable them to meet your individual investment needs. We do not centrally manufacture and promote any proprietary investment products in the UK. Rather, we offer unprecedented access to a broad range of assets and tax wrappers so wealth managers can select the investments right for you on an unbiased basis.
Raymond James Kendal seeks to be the first choice for wealth managers and investors by exhibiting superior standards of quality and service, transparent pricing and comprehensive choice.
We offer access to a wide range of investments, including:
Raymond James also provides access to a wide range of tax wrappers: