Raymond James, Weald of Kent is an investment, wealth management and financial planning practice based in the heart of Kent with offices in Maidstone and Tenterden. Our focus is on the creation, growth and preservation of private, corporate and family wealth by offering expertise in a range of investment management services and financial planning areas.
For many years we operated as a part of Whitehead Monckton solicitors, providing financial planning and wealth management in addition to the legal services provided by the firm. In 2013 the team became an independent branch of Raymond James Investment Services. We recognised the importance of being able to continue to offer our personalised service matched with international investment and product research.
We retain a close relationship with Whitehead Monckton, enabling them to provide advice on succession and tax planning as a component part of the overall financial planning for our clients.
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 on excellent client care is matched with the investment expertise backed by an international firm.
If you are interested in working with us do check out our website at www.raymondjameskent.co.uk or call us on 01622 691600.
Raymond James Investment Services Limited is a member of the London Stock Exchange and is
authorised and regulated by the Financial Conduct Authority
Company Details
- Employees
- 5
- Founded
- -
- Address
- 5 Eclipse Park, Maidstone,england Me14 3en,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://raymondjameskent.co.uk
- Keywords
- Financial Planning, Investment Management, Pensions, Life Assurance, Inheritance Tax Planning, Retirement & Succession Planning.
- HQ
- Maidstone, England
- Competitors
- Educate Financial Ltd - A Partner Practice of St. James's Place Wealth Management, HWM Financial Management, Senior Partner Practice of St. James's Place Wealth Management, Calder Davis Wealth Management, Brightside Wealth Management Ltd, Amanda Redman Financial Planning Partner Practice of St. James's Place Wealth Management, HawkinsThomas Wealth, Senior Partner Practice of St. James's Place Wealth Management, Edenwood Wealth Management, Etec Associates Ltd, Westerham Financial Services Ltd, MKM Wealth Management Limited, Associate Partner Practice of St. James’s Place Wealth Management.
Raymond James, Weald Of Kent Questions
Raymond James, Weald Of Kent's website is http://raymondjameskent.co.uk
Raymond James, Weald Of Kent's LinkedIn profile is https://uk.linkedin.com/company/raymondjameskent
Raymond James, Weald Of Kent has
5 employees.
View email and phone details for 5
employees at Raymond James, Weald Of Kent.
Raymond James, Weald Of Kent's industry is
Financial Services
Raymond James, Weald Of Kent's top competitors are
Educate Financial Ltd - A Partner Practice Of St. James's Place Wealth Management,
Hwm Financial Management, Senior Partner Practice Of St. James's Place Wealth Management,
Calder Davis Wealth Management,
Brightside Wealth Management Ltd,
Amanda Redman Financial Planning Partner Practice Of St. James's Place Wealth Management,
Hawkinsthomas Wealth, Senior Partner Practice Of St. James's Place Wealth Management,
Edenwood Wealth Management,
Etec Associates Ltd,
Westerham Financial Services Ltd,
Mkm Wealth Management Limited, Associate Partner Practice Of St. James’s Place Wealth Management.
Raymond James, Weald Of Kent's categories are Financial Services
Raymond James, Weald Of Kent's founding year is 2013
