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Investment Management

Financial Planning

Investment Management Services Print this page

The Raymond James investment services team in Kent offer expertise in a range of investment management services enabling us to provide help and advice to clients across Kent.

The experts in portfolio services have a wealth of knowledge in their field after many years within the investment management sector. We have a long history of building strong and lasting relationships with clients to manage their portfolios and overall investment approach.

Individual Savings Accounts (ISAs) can be an important element of your investment options, particularly following the latest increase in allowances. If you require help with your ISA, Raymond James Kent can provide advice to help manage your existing ISAs and recommend future plans to help build a strong portfolio and to gain any relevant tax advantages.

Raymond James also provides a service to help clients with their pension planning. This applies to both the building of funds within your pension plans and also the management of the plans once you are retired.  One option to consider is a SIPP (Self-Invested Personal Pension), which can offer clients the chance to have some control over how the pension is managed.  This type of pension can include investment funds, shares and property.

For friendly and comprehensive advice regarding the various areas of investment management, please do not hesitate to call today on 01622 691600 or visit the contact page for our office locations.