We are a bespoke wealth management practice helping individuals and their families with their financial affairs.
Welcome to Raymond James, Fulham
We help our clients create a plan for their finances, aligning investments with their goals.
No two clients are alike, yet they want the same things from their wealth managers. They want to feel that their finances are moving in the right direction and to have more freedom in life – whether that means more time with loved ones, embarking on an adventure across the world, or focussing on their interests. When wealth moves from one generation to the next, they want it to be seamless.
Above all, our clients want their money to be looked after by someone they trust to do the right thing.
By understanding our clients individually, we create a plan and an investment strategy that is aligned to them.
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!’