About Raymond James, Cardiff
Raymond James, Cardiff is a independent branch of Raymond James Investment Services (Raymond James).
We create a bespoke and tailored portfolio for you. I help you to achieve your financial goals and plan accordingly based on your attitude towards risk.
With over 35 years in the investment industry I have personally been through a number of life changing issues myself including bereavement, separation, inheritance and potential financial scams. I therefore share a very real common insight into how such issues affect the investor. Effectively I am one of your peer group.
I am a Chartered Wealth Manager and a fellow of the CISI. As a graduate at Cardiff University I hold a BSC in Economics. I now run my own business under the Raymond James banner on the outskirts of Cardiff having previously worked for an number of large City institutions.
I utilise a time tested rational and easy to understand investment policy designed for you, arising from a complete understanding of what you are trying to achieve. No jargon or complex strategies. A straight forward and realistic plan that is entirely visible and easy to follow. Constant attention to your changing circumstances and needs. Using a multi asset approach to investing allows your portfolio to be adapted for changing market conditions throughout the investment cycle.
I aim to capture the positive returns of rising markets using growth investments such as equities and protect against falling markets using defensive assets like bonds. The way we use a combination of different assets allows you to achieve a balance of performance and risk to meet your goals.
Paving the way to your investment goals lies not only with the knowledge and experience of your investment manager but in how we work together as a team.
What we offer - Discretionary Investment Management
In dealing with clients investments I believe that it is the duty of the investment professional to take on the responsibility of the day to day management of clients’ money. This removes the burden of the investor having to keep up to speed with the ever changing market conditions and worrying what this may bring.
After establishing a client’s financial needs, objectives and available assets I work with them to establish an agreed “game plan “ with a prescribed level of risk suitable to their circumstances .
I then take on the task of delivering on that plan to allow clients to achieve their financial goals without undue worry. The professional management of client’s affairs leaves them free to get on with their lives, safe in the knowledge their investments are being constantly monitored by a well-established and trusted organisation.
Clients can monitor performance on line and are provided with quarterly valuations and updates.
Investors are free to change their desired level of risk and investment plan at any time and can contribute and withdraw money from their portfolios freely. There are no lock in periods, minimum investments or prohibitive exit charges.
All investment strategies are straight forward, realistic, entirely visible and easy to follow. Constant attention is given to clients changing circumstances and needs and portfolios are modified accordingly.
Care and attention
Raymond James Cardiff manages only a select number of clients each of who receive 100% care and attention. Every client will deal directly with the Branch Principal who will regularly meet with them face to face.
The service goes beyond the normal 9 – 5 working hours and clients will have access to out of hour’s services, information and meetings.
About Raymond James Investment
Raymond James Investment Services Limited (Raymond James) is the UK private client wealth management arm of Raymond James Financial Inc.
UK operations commenced in 2001 and now Raymond James have over 38,000 client accounts, totalling over £10.08 billion in client assets.
Raymond James is one of the fastest growing wealth management businesses in the UK, currently supporting over 100 independent practices, which represent a mix of private client investment managers and investment focused financial planners.
About Raymond James Financial
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,000 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $774 billion.
On the 31 March 2020 RJF announced 129 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.