We all know investing money to have financial strength in the future makes sense.
However, taking the first steps and committing to saving on a regular basis can be difficult, time consuming or just an idea left on the shelf for another day!
At Raymond James, Hitchin we take that pressure away and provide you with a quick and easy solution to saving. Whether it be for retirement, house deposit, children or any other life event, we can offer advice on the best way to save. Our philosophy is that Investment opportunities should be available to everyone, so with our no minimum investment requirement you can benefit from our expertise and a wide range of investments to improve your financial goals.
We work with you to create a strategy based on a comprehensive risk assessment and consistent communication and service. Our flexible and focused investment process provides transparency and control, costs to a minimum and tax efficiency.
First things first, we’ll get together for a free meeting to find out more about your needs. This is followed by a comprehensive risk profiling process, the results of which will help us build an investment profile that is unique to you.
We’re a very friendly team based in the heart of Hitchin. We’ll see each other regularly (usually every six months) for us to tell you how things are getting on and make sure you are happy.
We’ll also catch up on life in general. We love to get to know our clients and you’ll always meet with a member of the Wealth Management team actually managing your Investments. You will also receive quarterly valuations and newsletters.
Every investment decision explained to you in the context of your plan
Face to Face
Regular face to face time with the expert who is actually managing your money
Gain a more focused view of your money