Health Check


Where to start? 
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Are you getting the results you want?

We are all familiar with the price comparison services we use for insurance and utility services, but how do you check you are getting the best results from your investments, pensions and ISAs?
 
At Raymond James, Hitchin, we offer a free, no obligation second opinion review of your existing investments. We will identify if your investments are on track to achieving your financial goals and are in line with your risk profile. By providing a direct comparison we have given our clients the confidence and know how to make real positive changes to the way they invest for their future.
 
Can you answer the following:
Are your investments and savings on track?
Have you spoke to your Adviser in the last 6 months about your financial plan?
Are you happy with where you are invested?
Do you know how much you are being charged?
 
If you have answered NO to any of the above then give us a call today.
How we make it work...
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, minimising costs and maximising 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.
What your Wealth Manager will do for 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. 
Your Plan
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
Focus
Gain a more focused view of your money