Welcome to Raymond James, Hampstead

At Raymond James, Hampstead, we provide a highly personalised Financial Planning & Investment Management Service for private clients, with the support of a global, diversified financial services company.

What makes us different?

Our priority is understanding your financial needs, not just investing money.  Once we understand your needs, as financial planners we can develop a plan that you can rely on.

Successful financial planning frequently involves investing money.  We draw from the vast resources that Raymond James Investments Services has on offer, enabling us to provide a fully bespoke, discretionary investment management service.

We have extensive research capability with access to over 80 Raymond James analysts that provide analysis on securities across the globe.  Having access to this research was a key part of our decision in associating ourselves with Raymond James.  From cutting-edge technology to award-winning research, superior back-office administration and continued professional development, we have the expertise and tools to help you achieve your goals.

Our Services

At Raymond James, Hampstead, we offer the full suite of financial planning services.

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How We Work

To complement our financial planning expertise, we draw on the resources of Raymond James to help build our investment proposition and meet the needs of our clients.

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Become A Client

Becoming a client of Raymond James, Hampstead couldn’t be easier.

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UPDATES

Avoiding an Inheritance Tax Nightmare
Inheritance tax has been cited in the past as a voluntary tax, as there are many ways to reduce one’s IHT liability.  While there are a number of options, it is often not practical or advisable to completely mitigate IHT. Andy Butcher offered his views to Money Observer. The article can be found here:  https://www.moneyobserver.com/dont-sleepwalk-inheritance-tax-nightmare   Please note,

 

Posted on 11th September 2018 By Raymond James, Hampstead

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