Investment Advice Process

Investment advice starts with understanding the key needs and objectives of our clients.  Learning what is important to our clients enables us to build a recommended portfolio of investments which are suitable and in line with client goals.

We work hard to ensure that clients are presented with information they can understand and our focus on regular contact ensures that clients are able to ask questions at each stage of their investment journey.  Whether you have invested before, or are looking to invest for the first time, we will guide you through the process to get the most benefit from your investments and our services.

Our aim is to bring consistency to the investment advice process and to demonstrate the importance of a strong and structured investment plan based on market-leading research and quality long term advice.

Here at the Raymond James Investment Services East Yorkshire branch, clients experience our technical knowledge, professionalism, integrity and appreciate our personal approach, which builds strong relationships with our clients.

Our financial advice and financial planning process flow is split into four distinct stages:

Introduction and fact finding

Research and preparation of proposed solution

Recommendations & implementation

Ongoing reviews and portfolio monitoring

To book a free consultation contact us today