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. As a boutique financial planning company, it is invaluable to be able to draw on the extensive resources available at Raymond James, a company with a global reach and over 80 analysts. This enables us to focus on what we do best – building relationships and helping you manage your financial affairs.
In order to ensure your financial peace of mind, we will liaise with your other professional connections to ensure we have a complete picture of your position. Our aim is to remove the stress involved with managing your financial affairs.