Becoming a client

We work closely with individuals and their families to help with their financial affairs

The process

1) Starting the conversation

Personal finances are, by their very nature, personal. That’s why it is important that you find a wealth manager with whom you are comfortable and can build a long-lasting relationship; someone you can trust.

We start with an open and honest conversation about your situation and your goals, taking into account your assets, liabilities, and both current and expected income and expenditure.

These conversations can be face-to-face or online. If you are local to the Fulham area, we can even go for a stroll along the river if you would prefer a more informal environment and some fresh air.

Initial meetings are offered on a complimentary basis, so we can get to know each other and make sure that we are the right fit.

2) Selecting the service

Once we have a good understanding of your circumstances and your objectives, we can advise you on the most suitable service(s) to meet your needs.

We offer investment management services with complimentary cash flow planning. Financial planning via the financial planning team based in the Raymond James head office is also available.

3) Creating a truly bespoke portfolio

Building tailored portfolios is our passion. Following careful consideration of your circumstances, and the results of the cash flow plan, we will hand-pick investments and create a portfolio that meets your needs.

4) A dynamic and ongoing process

We will monitor and review your portfolio. It is a dynamic process, so we will keep in touch and meet regularly to make sure that your portfolio remains suitable.

Life is always changing and when your circumstances change, your portfolio will be reviewed and, if needed, adapted to align with your goals.

You will also be able to monitor your investments at any time through Client Access, Raymond James’ secure online site. 

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.