What we offer

We provide a wide range of wealth management services suited to your different needs.

Find the information you need

Personal investing

Invest with us

When you become our client, your needs and the portfolios we design – based on your objectives – drive everything we do.

Important Information

Our Investment Management Services

Read our Terms of Business terms along with information about interest rates, cash management, VAT returns and the security and custody of your investments.

Client Access

Our secure portal Raymond James - Client Access, makes it easy to access to information about your investments wherever you are.

Our policies and statements

Read information our policies and statements, including

  • Privacy policy
  • Complaints
  • Order execution policy
  • Stewardship
  • and more
Our policies
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Stocks and Shares ISAs and JISAs

Key information about Individual Savings Accounts (ISAs) and Junior ISAs (JISAs)