Raymond James Investment Services is a firm of Investment Managers based in Hitchin, Hertfordshire.
The Raymond James Investment Services (RJIS) Hitchin Office is one of a small number of retail investment teams in Hertfordshire that is authorised to manage investments in discretionary portfolios. Raymond James Investment Services specialise as Investment Managers, adding value for individual private investors and also for investors coming through professional practices.
This locally based Investment services company is far more than that, though, as Susie Bewell explains. “ Our clients tell us that they value knowing the people who are making the decisions about their money and having regular upate meetings with us”.
Indeed each clients investment portfolio is bespoke and all managed clients receive quarterly valuations and asset allocation reviews from the Investment Managers at the Hitchin office. Portfolio reports are prepared and studied at half yearly client review meetings.
Where to Start
Call Susie on 01462 757054 to book a consultation to discuss a regular savings plan or any other investment questions that you may have. It’s completely free and without obligation – and get started!
It is important, though, to have a clear objective for a savings plan, whether it be an ISA for that once-in-a-lifetime holiday, a Capital reserve as an alternative private medical insurance or indeed a savings plan for children and grandchildren.
At Raymond James Investment Services we believe that investing small amounts on a regular basis can also reduce your risk, particularly in volatile markets.
So, if you want to find out how to turn small savings into big investments then contact Raymond James Investment Services Hitchin today.
Investment Management style. The Raymond James Investment Management Hitchin Office follows a lower risk investment management philosophy in which preserving gains is a priority.
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Raymond James Investment Services
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Investment Services
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority.
Registered in England and Wales No: 3779657. Registered Office: 77 Cornhill, London EC3V 3QQ
The value of stocks, shares and units and the income from them can fall as well as rise as can interest rates, exchange rates and the sterling value of overseas investments. Past performance is not necessarily a guide to future performance and investors may not get back the money that they paid. Any anticipated tax benefits will depend on an individuals circumstances and may be subject to changes in regulation and legislation which cannot be foreseen.