At Raymond James, Exeter we are focused on providing a truly personal and bespoke service for affluent individuals with complex financial needs. We will work alongside you with the aim to preserve and grow your wealth through a holistic combination of tried and tested wealth management strategies, financial planning and investment advice.

We take the time to get to know you and understand your long term plans before developing a tailored financial plan that focuses on your key goals and objectives. This personal approach has been highly commended by our client base; results of our recent Client Satisfaction Survey showed that 100% of our clients surveyed were likely to recommend our services.

Based in Exeter, we work with clients in the South West and also have a strong client base in the home counties, having worked for many years with senior executives of FTSE companies.