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Our relationship with Raymond James

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Our relationship with Raymond James Print this page

Raymond James provides full support services to the Weald of Kent Branch including client reporting, account opening, asset transfers, research, compliance and supervision, FCA authorisation and professional indemnity cover.

The Weald of Kent Branch is your first point of contact – where our focus is on excellent client care matched with investment expertise backed by an international firm.

Through our realtionship with Raymond James, our investment management activities are fully supported by an efficient and trustworthy platform for all administration, cash handling, custodian and compliance services.

You will also benefit from online access to your investments through the Raymond James Investor Access™’ portal, where you and your professional advisers can view your portfolio 24 hours a day. Pricing related data is updated within Investor Access™ each busienss day, typically by 9am GMT. Prices are quoted in the local currency of the holding as at the case of business on the valuation date. Raymond James is a registered trade mark of Raymond James Financial, Inc.

Within an open architecture environment, Raymond James has developed relationships with key product partners including asset managers, fixed income trading houses, custodians, life and pension companies, research and data providers, enabling us to offer a comprehensive range of options to our investor clients.   To view the range of products and services providers available to us, please click on the link below or contact for financial advice today on 01622 691600.

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