• Published Date

    March 17, 2019
    Learn More, Click Here.

Ad Text

PROMOTION RAYMOND JAMES Raymond James Investment Services, broud to be in the heart ofyour community Fnanal Poring Estate Harnin t Raymond James Ribble Valley, we provide bespoke financial planningand investment management We are able to offer the financial Discretionary Investmen strength, infrastructure and resources of a large multinational financial services company, but with the personable, quality seevice of an owner managed, local business Pensioes& SIPPs Estate Planning for our clients, who are largely based throughout Lancashire, We have a team of 17 people workingin Being regulated and autheeised specialist roles, based in Longridge, through Raymond James, we have to helpour clients meet their financial objectivesand life goals search and the financial strength 1- We help clients discover what Tax-eicient business funds&exit Our financial planning and specifically geared up for business of a global powerhouse. Raymond owners and individkials with We come across a lot of we people who take too much si2stillan giob e come across a lot of assets, whilsttlentbusy or complicated lives or e who take too much725bllion globally and have risk lor their ne K manages £9.4bn of financial arrangements. Due to our bespoke nature, the typical initial are Raymond James Financial manages over 3 million client accounts asf upwards o £20 milion. 31/12/20I8. Contact us today to book in a Given all the upheaval in the they really wart from lie, as well as industry over the last few years, we defining clear life goals and devising see a lot of things that concern us. a plan to achieve these. 2-Wecreate a financial plan to help take too much risk for their needs our elients meet their life goals, but For that reason, if there is anyone to also make sure everything is se hat you care about, who you think up tax efficiently 3-We create and manage bespoke would be glad to help them portfolios tailored to each individual client's needs, to make sure client reas we can help withc assets are working as hard as possible, such as generating the income needed. seeif you're on track me meet your financial objectives and life goals. We come across a lot of people who could benefis from a second opinion Savings & Envestments Tax-efficient retirement income 8 Berry Lane, Longridge, Preston, Lancs, PR3 3JA RAYMOND JAMES