Welcome to Raymond James, Exeter

At Raymond James, Exeter we are focused on providing a truly personal and bespoke service for individuals with complex financial needs. We will work alongside you with the aim to preserve and grow your wealth through a holistic combination of tried and tested wealth management strategies, financial planning and investment advice.

We take the time to get to know you and understand your long term plans before developing a tailored financial plan that focuses on your key goals and objectives. This personal approach has been highly commended by our client base; results of our recent Client Satisfaction Survey showed that 100% of our clients surveyed were likely to recommend our services.

Based in Exeter, we work with clients in the South West and also have a strong client base in the home counties, having worked for many years with senior executives of FTSE companies.

SERVICES THAT WE OFFER

Your wealth manager will review all of your options with you, allowing you to make informed decisions about your finances and lifestyle, both now and in the future.

Inheritance Tax Mitigation

Investment Strategy

Trustee Investment

Wealth Management

HOW CAN WE HELP YOU?

Learn more about how Raymond James, Exeter can help you achieve your financial goals. Enter your details below and we will contact you to arrange a no obligation, no initial charge consultation.