Our distinctive service includes Wealth Management, Stockbroking and Financial Advice provided by our own dedicated team of experts. If you value being kept involved in the investment process, understanding where your money is invested and why, then one of our qualified financial advisers would be delighted to see how we could help you reach your financial goals.
In a complex and changing world our clients find our personal and straightforward approach to investing refreshing. We plan to work with you over the long term and build a relationship of trust, where you can have confidence in the advice you receive.
At the Raymond James Market Harborough Branch we provide an investment management service which involves the professional management of a variety of securities such as Equities, Gilts, Bonds, Exchange Traded Funds and Collective Funds in order to try and meet the specific goals of our investors. This service integrates elements of fundamental financial analysis, asset allocation, investment selection and ongoing monitoring of investments.
If you like being treated as an individual, and want to receive a personalised service, then Raymond James Market Harborough Branch may be right for you.