I have had the good fortune to consolidate my pensions with Raymond James Investment Services, and in particular develop a strong trusting relationship with Dan Thompson, a Chartered Wealth Manager & Stockbroker. Dan makes you feel comfortable, adopts a no pressure approach, provides guidance without restrictions or expectations, and takes a genuine interest in your future. Trust is a key factor when making financial decisions, and Dan and RJIS make the journey into Trust one that you can rely on. I can recommend Dan and RJIS for anyone requiring support in the management of their financial affairs.
We find the service very competent and friendly. Especially useful is the on-line account which enables us to track the performance of all of our investments whenever we want. This also gives full transparency of charges, which we have not had before.
Due to government changes to pensions in 2015 I contacted Raymond James at their Market Harborough branch. Their friendly and expert approach took all the hassle away from me as they arranged my pension fund. I find it extremely comforting to have their expertise at the end of the phone, or to be able to talk to them personally. After just over a year with them, my returns are vastly superior to any other investments available at the moment. Well done Tom and all at Raymond James.
For the first time ever with a Financial Adviser I know exactly what they charge, and I know exactly what the return has been on our investment. Surprisingly that isn’t the norm from my experience. We have had a fantastic return on our investment which is the first time we have ever had that with a investment adviser.
I put a small amount of money with them and all through the economic downturn the investments have stood their ground, in fact they have made a little bit of an improvement, so to have done that in the climate we have been through, I’m completely happy.
We have worked with Tom Spain over the last 7 years and have been delighted by the service and advice we have received. Tom meets with us regularly and keeps us up to date with our investments which provide us with a regular income. We would highly recommend him as someone you can trust and rely upon for good advice.
I was introduced to Tom Spain of Raymond James by my accountants after a rather traumatic experience with previous financial advisers. The advice he gives is solid and the meetings we have every 3 months are very reassuring. One of the most important things to me is that Tom takes an interest in me as a person and has my interests at heart. I would have no hesitation in recommending Raymond James and have, in fact, already introduced Tom to some of my friends and they too are very happy with the service he provides.
Personal service, professional and friendly; I’ve been made to feel that my investment goals really matter to the team and they see me as a person and not just a faceless account.
I love their honesty, integrity, and the way they look after you. I met Tom 9 years ago and he set up my future life, my pensions, my ISAs and they have far outperformed what I expected.
Trust is very important. I can rely on Tom to ring me when he wants to make changes and to discuss it. We have our reviews every 4-6 months and that is very important as well. I am fairly active in that I like to keep up with what’s going in my portfolio so I am often able to talk to Tom on that basis and I’m always happy and relieved that we think along the same lines.