Overview

At Raymond James, Water Street we focus on delivering a truly bespoke and personalised investment management service tailored to our clients’ long-term investment goals. We work in partnership with a growing global wealth management business, which enables us to provide the intimacy of a small local practice backed by the resources and financial strength of a large financial services organisation. We offer a unique and personal service, which allows us to develop a close working relationship with our clients. We have a comprehensive knowledge of investment principles and risks and provide clients with an actively managed portfolio service. RISK WARNINGS Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up.