Raymond James, Hart is a branch of Raymond James Investment Services Limited (Raymond James). We have a small, but dedicated team looking after investment portfolios for a select number of clients. We are committed to providing a personalised service and building long–lasting relationships with our clients. In many cases we act for several generations of the same family, looking after their personal accounts, ISAs, pensions and associated trusts and charities.
Our clients are more than just an account number to us. Each have their own story, aspirations, needs and approach to risk. We take pleasure in understanding what makes each of our clients’ tick and putting together an investment strategy tailored to their objectives.
As a local branch of Raymond James, we benefit from the security and stability of one of the world’s leading financial institutions while offering our clients a more personable service.
Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
We would love to tell you more about us so please do get in touch or explore our website to see how we may be able to help.
Raymond James, Hart, follow these guiding tenets
