Our services
Discretionary management service
Our discretionary management service offers an attractive and convenient solution if you’re without the time, inclination or expertise to take an active role in managing your investments. Your wealth manager will take care of everything and make investing straightforward for you.
We thrive on building our service around you
Bespoke
Personal
Working with a Raymond James wealth manager
When you become our client, your needs and the portfolios we design – based on your objectives – drive everything we do.
Financial planning
Our financial planning service is a cost-effective solution, delivered remotely by our Head Office, giving you the benefit of keeping everything under one roof.
Services include:
- Pension planning
- Financial health check
- Retirement planning
- Inheritance tax planning
For further information please feel free to call on 01539 678 420 for an informal chat.
Products and services
Raymond James, Kendal believes that choice is crucial in wealth management. Your investment strategies should evolve along with your needs and your lifestyle – and a change in strategy may require alterations to your portfolio.
By offering access to a comprehensive selection of products and tools, in addition to robust compliance and supervision services where appropriate, we enable you to meet your individual investment needs. We do not centrally manufacture and promote any proprietary investment products in the UK. Rather, we offer unprecedented access to a broad range of assets and tax wrappers so wealth managers can select the investments right for you on an unbiased basis.
Raymond James, Kendal seeks to be the first choice for wealth managers and investors by exhibiting superior standards of quality and service, transparent pricing and comprehensive choice.
We offer access to a wide range of investments, including:
- Equities, bonds, investment trusts and exchange-traded funds (ETFs) traded on all major markets. It’s important to note that Raymond James is an LSE member firm with direct market access
- RDR share classes and/or institutional share classes of funds. Until all retail share classes are converted, we will hold legacy retail funds
- Hedge funds, property funds, commodity funds, private equity funds and structured products
Raymond James also provides access to a wide range of tax wrappers:
- ISAs, with Raymond James as the ISA manager
- Pension wrappers, offered by 30+ pension administrators, including SIPPs and SSASs as well as solutions that allow for protected rights and Section 32 assets to be managed by the wealth manager
- A range of offshore portfolio bond wrappers
