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Services

Raymond James, London Road provides services to individuals, intermediaries and institutions:

Individuals

If you are an individual looking for a bespoke and tailored service to help you achieve your financial goals, get in contact with us.

Intermediary

If you are an intermediary – an IFA, Solicitor, Accountant, or other similar professional, we are professional discretionary investment managers. For the most part, we do not use active funds which dramatically helps to cut costs and helps to increase you and your clients’ chances of success. Contact us to have a chat about our unique solutions.

Institution

If you are an institution – pension plan or provider, family office, trust company or other institutional investor, we are unique in our investment management – running largely segregated portfolios to enable you and your clients to see every individual company in a portfolio. It is cost and tax-effective. Contact us to chat further.