Raymond James, Hart

Raymond James Hart is 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 not just an account number to us, they are all different each with their own story, aspirations, needs and approach to risk.  We enjoy understanding what makes each of our clients tick and putting in place an investment strategy to meet their objectives

We believe that our local independence backed by the security and stability of one of the world’s leading financial institutions offers our clients something more personal.

Raymond James Hart is authorised and regulated by the Financial Conduct Authority through Raymond James Investment Services Limited, a subsidiary of Raymond James Financial which has assets under management of over $700bn.

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.