I help my clients obtain regular income from their savings and investments in the most tax efficient manner possible, while looking to grow their accumulated wealth.
Welcome to Raymond James, Cardiff
Would you benefit from professional financial support to help achieve a secure future?
Contact me, I specialise in generating regular income from investments to replace or enhance your salary or pensions.
I can help you:
- Generate income from investments to replace or enhance your salary or pensions
- Become financially independent
- Grow your capital longer term
- Diversify your sources of income and wealth accumulation
- Structure your investments as tax efficiently as possible
I provide the trust and security of an established, large company while offering personal service.
I only manage a select number of clients, who all get my care and attention.
With over 35 years’ experience, I have a proven and successful business dedicated to helping clients who aspire to a better lifestyle.