We are a financial planning, investment and wealth management practice based in the heart of Kent with offices in Maidstone and Tenterden. Our focus is on the creation, growth and preservation of private, corporate and family wealth by offering expertise in a range of investment management services and financial planning areas. We retain a close relationship with Whitehead Monckton, enabling them to provide advice on a wide range of legal matters as a component part of your overall financial planning with us.
Services
The Weald of Kent branch team members all have many years experience of wealth management. Mark Beaney the Branch Principal established the original operation in 1995 as part of Whitehead Monckton solicitors. In 2013, the team became a commercially independent branch of Raymond James Investment Services.
We recognise that everyone is different and the financial planning and investment service we provide is tailored to an indivudals specific needs. Nothing we do falls into the "one size fits all" approach. Improve the tax efficiency of their investments and safeguard their wealth for future generations; and/or.
Our overriding aim is summarised by Mark Beaney Branch Principal of the Raymond James Weald of Kent branch. We regard it a privilege to look after our clients' wealth and we treat it as we would our own money. We work together as a team to build lasting relationships with our clients and their families.
We believe that the single most important thing we can do before we even contemplate investing monies, is to spend as much time as necessary understanding our client's attitude to investment risk, investment volatility and their capacity for loss. We believe in bespoke portfolio construction designed to meet the individual needs and goals of our clients and not model portfolios where clients can be pigeonholed into one size fits all solutions.
Raymond James Investment Services Limited is the UK private client wealth management arm of Raymond James Financial Inc., a diversified financial services company headquartered in Florida, USA. 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.
Reviews
Be the first to review Raymond James.
Write a Review
