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Whether providing financial planning or just investment advice, having a full understanding of your circumstances and objectives is paramount to achieving a successful outcome. We plan to engage with you in a series of meetings to explain our proposition and establish your needs before we make any recommendations.

A typical sequence of meetings would be as follows:

At the first meeting we will introduce Raymond James and our services to establish a broad outline of your expectations;

At our second meeting, we work with you to gain a fuller understanding of your personal and financial circumstances, as well as experience, to establish a basis from which we can then advise you;

  From the information gathered at the first two meetings we are able to research and prepare a strategy to address your financial objectives. These are presented for your consideration at a further face to face meeting;

For new and inexperienced investors, we would normally offer to review investments within the first few months to explain statements, discuss using investor access and address any questions that may have arisen since our previous meetings. However, we encourage a phone call whenever a question arises between meetings.

Regular financial reviews help ensure that your portfolio continues to match your needs throughout your journey. They are also a source of continued explanation about your investment portfolio and help develop trust between you and your Wealth Manager. They are designed to help you cope with short term market movements, improve your understanding and most of all, make investing fun.

 
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Contact our offices for investment advice and planning
 
 
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

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: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
 
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