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    November 10, 2019
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PROMOTION Raymond James Investment Services, proud to be in the heart of your munity RAYMOND JAMES A tRaymond James Ribble Valley, we provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire. We have a team of 17 people working in specialist roles, based in Longridge. to help our clients meet their financial objectives and life goals 1-We help clients discover what We are able to offer the financial Discretionary Investment Management Pensions & SIPPS Estate Planning Tax-efficient business funds & exit strength, infrastructure and resources of a large multinational financial services company, but with the personable, quality service of an owner managed, local business. Being regulated and authoeised through Raymond James, we have access to world class systems and research and the financial strength of a global powerhouse. Raymond James UK manages £94bn of elient assets, whilst the parent company Raymond James Financial manages strategies Our financial planning and investment proposition is specifically geared up for business owners and individuals with busy or complicated lives or "We come across a lot of people who take too much risk for their needs." 12/2018. financial arrangements. Due to our bespoke nature, the typical initial investment is from £250,000 to 25 illionglobally and have upwards of £20 million. Contact us today to book in a free, no obligation consultation to see if you're on track me meet your financial objectives and life goals. over 3 million client accounts as of Given all the upheaval in the industry over the last few years, we see a lot of things that concern us We come across a lot of people who take too much risk for their needs they really want from life, as well as defining clear life goals and devising a plan to achieve these. 2- We create a financial plan to help our clients meet their life goals, bu to also make sure everything is set up tax efficiently 3-We create and manage bespoke portfolios tailored to each individual client's needs, to make sure client RAWN For that reason, ifthere is anyone that you care about, who you think could benefit from a second opinion we would be glad to help them. Areas we can help with: assets are working as hard as possible, such as generating the income needed. Savings& Investments Stockbroking Tax efficient retirement income 8 Berry Lane, Longridge. Preston, Lancs, PR3 3JA 01772 780300www.ribblevalley.raymondjames.uk.com RAYMOND JAMES Ribble Valley Rk Waming Win iveting your copta isat rok PROMOTION Raymond James Investment Services, proud to be in the heart of your munity RAYMOND JAMES A tRaymond James Ribble Valley, we provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire. We have a team of 17 people working in specialist roles, based in Longridge. to help our clients meet their financial objectives and life goals 1-We help clients discover what We are able to offer the financial Discretionary Investment Management Pensions & SIPPS Estate Planning Tax-efficient business funds & exit strength, infrastructure and resources of a large multinational financial services company, but with the personable, quality service of an owner managed, local business. Being regulated and authoeised through Raymond James, we have access to world class systems and research and the financial strength of a global powerhouse. Raymond James UK manages £94bn of elient assets, whilst the parent company Raymond James Financial manages strategies Our financial planning and investment proposition is specifically geared up for business owners and individuals with busy or complicated lives or "We come across a lot of people who take too much risk for their needs." 12/2018. financial arrangements. Due to our bespoke nature, the typical initial investment is from £250,000 to 25 illionglobally and have upwards of £20 million. Contact us today to book in a free, no obligation consultation to see if you're on track me meet your financial objectives and life goals. over 3 million client accounts as of Given all the upheaval in the industry over the last few years, we see a lot of things that concern us We come across a lot of people who take too much risk for their needs they really want from life, as well as defining clear life goals and devising a plan to achieve these. 2- We create a financial plan to help our clients meet their life goals, bu to also make sure everything is set up tax efficiently 3-We create and manage bespoke portfolios tailored to each individual client's needs, to make sure client RAWN For that reason, ifthere is anyone that you care about, who you think could benefit from a second opinion we would be glad to help them. Areas we can help with: assets are working as hard as possible, such as generating the income needed. Savings& Investments Stockbroking Tax efficient retirement income 8 Berry Lane, Longridge. Preston, Lancs, PR3 3JA 01772 780300www.ribblevalley.raymondjames.uk.com RAYMOND JAMES Ribble Valley Rk Waming Win iveting your copta isat rok