Initially, we would discuss your requirements to make sure the services we offer are what you need
Next, we would like to meet you.
This is an opportunity for us to provide you with an in-depth explanation of how we work with our clients, discover more about your requirements and answer any questions you may have.
When you are happy to proceed, we will pre-populate the paperwork and send it to you or, if you prefer, meet to go through it with you.
If the reason for making contact is that you are unhappy with your existing Investment Manager, please be reassured that the process of transferring your investments to Raymond James is and easy - we will take care of this for you.