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.