In the first instance we would discuss your requirements to make sure the services we offer are what you need and are looking for
Arrange a Meeting
Next, we would like to meet you. This is an opportunity for us to provide you with an in-depth explanation of how we work with our clients, discover more about your requirements and answer any questions you may have.
If you do incur any transfer costs or exit fees, we may be able to help you mitigate this unnecessary expense.
When you are happy to proceed, we will pre-populate the paperwork and send it to you or, if you prefer, meet to go through it with you.
If the reason for making contact is that you are unhappy with your existing Investment Manager, please be reassured that the process of transferring your investments to Raymond James is easy – and we will take care of this for you.
We also work with clients from across the United Kingdom and we are happy to meet with you at a location which is of convenience to you.