About Raymond James, Cardiff
Raymond James, Cardiff is an independent branch of Raymond James Investment Services, headed by Bill Hunt who has over 35 years of experience in the investment industry.
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. As part of the wider Raymond James family, I can provide the personal and face-to-face service that you’d expect from a local adviser, with the security and peace of mind of a global brand.
Bill Hunt, Branch Principal
I am passionate about helping individuals reach their financial goals, setting them up, and ultimately allowing them to live the life they want.
Having been through bereavement, separation and inheritance issues myself, I know the benefit and security that proper wealth management can bring.
I am a Chartered Wealth Manager and a Fellow of the CISI. As a graduate from 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 a number of large City institutions.
My service is highly personalised and approachable – I find genuine value for clients and always give an honest overview of whether I think their goals are achievable.
To find out more about how I can help you, please get in touch:
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.
The service goes beyond the normal 9 – 5 working hours and clients will have access to out of hour’s services, information and meetings.