Raymond James, Barbican was launched in June 2021 by Tony Moss and Robert Goldschmidt, both of whom are Chartered Financial Planners and Discretionary Investment Managers. The pair can trace their roots back to the 1990s when they first found themselves working together within wealth management.
Today, Tony, Robert and their dedicated team provide quality financial planning and investment management to clients. They pride themselves on their client-centric approach. In many cases, they look after several generations of the same family as well as directors, entrepreneurs, Court of Protection clients, charities and trusts.
While each of our clients has their own individual story which has influenced their goals and aspirations for the future, we have found that they all need the same thing - for someone to listen to them and understand their plans and objectives.
It is only once our team have listened that we can help, and only then that our approach to planning and investment can make a difference. The team’s holistic approach to wealth management means we can integrate financial planning with investment management.
Visit our website and get in touch; we would love to hear from you.
Company Details
- Employees
- 21
- Founded
- -
- Address
- Ropemaker Place, 25 Ropemaker Street, London,ec2y 9ly,united Kingdom
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Advisory investment management, Discretionary investment management, Financial Planning, Family and Business Protection, Pension Planning, Retirement Planning, Inheritance Tax Planning, Cash flow planning.
- HQ
- London
Raymond James, Barbican Questions
Raymond James, Barbican's website is http://www.barbican.raymondjames.uk.com
Raymond James, Barbican's LinkedIn profile is https://uk.linkedin.com/company/raymond-james-barbican
Raymond James, Barbican has
21 employees.
View email and phone details for 21
employees at Raymond James, Barbican.
Raymond James, Barbican's industry is
Investment Management
Raymond James, Barbican's top competitors are
Rathbones,
Tilney Group,
Claret Capital Partners,
Raymond James,
Harrington Cooper,
17capital,
Charles Stanley,
Mason Blake,
Aberdeen,
Wealthtime.
Raymond James, Barbican's categories are Investment Management
Raymond James, Barbican's founding year is 2001
