We are an independent wealth management practice helping individuals and their families with their financial affairs.
Welcome to Raymond James, Fulham
At the heart of everything we do is an honest and trusting relationship with our clients. We pride ourselves in developing financial roadmaps and bespoke investment portfolios that are aligned to our clients’ goals. Our aim is to guide our clients through important life decisions, no matter how big or small.
Inflation: The Dog that Barked In The Night?
Sixty years ago, Marshall Nirenberg and Henrich Matthaei began the process of cracking the genetic code. Thanks to their persistence and resilience, today’s scientists developed effective mRNA-based vaccines in record time – saving millions of lives from COVID-19. With the darkest days of the pandemic behind us, investors can also appreciate the resilience of the economy and financial markets and the hopeful prospect of brighter days ahead.
Explore our services
Investment management
We carefully select investments and build a portfolio that is truly tailored to your needs and informed by cash flow planning.
Complimentary cash flow planning
Allowing you to visualise your assets, income and expenditure – both now and what they are expected to be in the future.
Financial planning
Taking a deeper look at your financial situation considering more complex questions like consolidating pensions, estate planning and insurance.
What our clients say about us
‘We have been clients of Max and Dasha's for a long time and I cannot praise them enough.
They are very thorough in their understanding of our circumstances and requirements, they have kindly (and patiently) explained how things work and educated me so I feel much more comfortable in discussing things with them and planning ahead.
Their client service is second to none, you really fell like you are their only client.
The peace of mind, knowing that they are looking after things for us, is invaluable.’
'Consistently outstanding - Dasha and Max provided a very personal and hands-on service. I felt updated and very clear on my options. Everything you could want in a service.'
'Great service and easy to deal with’
‘I have been working with Dasha and Max for a few months. They have financially health checked me and we have formulated a plan to build for the future. Their advice is paramount and enables me to invest, resulting an even brighter and more secure future. I highly recommend Dasha and Max at Raymond James, Fulham. Thank you to you both!’
Contact us
If you would like to start the conversation, please get in touch.
We would be delighted to meet you at our offices, which are based on the banks of the Thames (by appointment only).
Equally, we would be happy to:
- Have meetings at your home or place of work.
- Take advantage of the river and have a stroll along the Thames Walk.
- Use Zoom to have convenient virtual meetings.