At Raymond James, we offer a centralised Financial Planning Service to the clients of our branches. The service is designed to provide a tailored solution to meet your objectives and goals on the following key areas:
The Service is provided as a one-off piece of work with a clear and transparent cost structure to help you meet your financial objectives before the relationship is passed back to your wealth manager who will continue to work with you to meet your investment needs.
For more details on the services provided, please contact your Wealth Manager who can arrange an introduction to the Financial Planning Team.