We’re delighted to announce the opening of Raymond James, Truro, led by Branch Principal Simon Burnett. Simon will provide discretionary investment management services for private individuals, charities, trusts, and business owners; as well as providing discretionary managed portfolio services to financial advisers.
In a recent Citywire article on joining Raymond James, Simon said: “As I set up my business to provide gold standard advice to the people of Cornwall and beyond, working with Raymond James was the obvious choice.”
Read the full article here.
For more information visit the Raymond James, Truro website.
If you would like to find out more information about how Raymond James supports wealth managers in opening and running their own independent wealth management branches, please click here.