Our Services

Financial Planning Services

  • Inheritance Tax Mitigation
  • Investment Strategy
  • Retirement Planning including the use of Income Drawdown Plans and Self Invested Personal Pensions (SIPPs)
  • Trustee Investment
  • Wealth Management

Duncan and Clive will review all of your options allowing you to make informed decisions about your finances and lifestyle, both now and in future.

We will create a financial plan based on a six step process:

  1. Establish your goals in life – short, medium and long term
  2. Assess what assets and liabilities you have – should you have what you have?
  3. Evaluate your current financial position –  how close are you to achieving your goals?
  4. Develop your plan – create a “route map” for achieving your different goals
  5. Implement your plan – make the required changes
  6. Monitor and review your plan regularly and make adjustments when needed to keep you on track

 

 

Raymond James Investment Services Ltd is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Raymond James is registered in England and Wales No. 3779657. Registered office:Broadwalk House, 5 Appold Street, London, EC2A 2AG