Invest in Your Future
2nd March 2016
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When Raymond James Investments manage a client’s investments they aim to give the best of both worlds: personal, face-to-face dealings with your own wealth manager who has access to the whole of the market, plus the additional security and peace of mind that comes from a professional body

Based in Hitchin, the company was founded in 1962 and became a public company in 1983, RJF is listed on the New York Stock Exchange and offers a comprehensive range of wealth management products and services throughout the United Kingdom and overseas.

Raymond James Investment Services commenced operation in 2001 and has over 20,000 UK client accounts with total assets of £3.51 billion and there are 77 affiliated branches, which represent a number of experienced and well regarded private client stockbrokers, investment managers and wealth managers throughout the UK.

The team

The Hitchin branch is one of a small number of retail investment teams in Hertfordshire that is authorized to manage investments in discretionary portfolios.

Led by father and daughter team Robert and Susie Bewell, Branch Principal & Chartered Wealth Managers, they take great care to provide the very best advice and guidance to each individual client.


Monthly Drop In sessions

Investments and wealth management are often time critical and best not left to their own devices. Recent events have helped crystalize this matter and no doubt the coming year will give much food for thought, and opportunities to plan ahead. Accordingly, Raymond James Investment Services have established a ‘Drop in’ service. On the First Friday of each month, between the hours of 10 am and 4pm their premises will be available for people to call in, with absolutely no obligation, to discuss how they may be able to help. Money should be working for you effectively, if you are not sure that this is the case, why not call in for a chat.  

Raymond James Investment Services will take great care of:

 Planning for the future

Whatever the situation they can help people to attain their goals. To do this they need to understand your:

  • Attitude to risk
  • Tax position
  • Timescales
  • Requirements for income
  • Current and future financial resources

Investment selection

Their service is always about investment, not speculation.

The benefit of a discretionary manager is that they’re focused on the best investments to help you achieve your long term plan.

Investment Management

Investments are reviewed regularly to ensure they are reaching their potential

It’s never too early or too late to think about retirement planning.


Tax efficient Investments

They will use tax efficient products such as ISAs to place your investments in the best ‘vehicles’ to obtain good returns and reduce your cost.

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