Proud to be in the heart of your com­mu­nity

Lancashire Life - - LITERATURE -

At Ray­mond James Rib­ble Val­ley, we pro­vide be­spoke fi­nan­cial plan­ning and in­vest­ment man­age­ment for our clients, who are largely based through­out Lan­cashire. We have a team of 17 peo­ple work­ing in specialist roles, based in Lon­gridge, to help our clients meet their fi­nan­cial ob­jec­tives and life goals.

1 – We help clients dis­cover what

they re­ally want from life, as well as defin­ing clear life goals and de­vis­ing a plan to achieve these. 2 – We cre­ate a fi­nan­cial plan to help our clients meet their life goals, but to also make sure everything is set up tax ef­fi­ciently.

3 – We cre­ate and man­age be­spoke port­fo­lios tai­lored to each in­di­vid­ual client’s needs, to make sure client as­sets are work­ing as hard as pos­si­ble, such as gen­er­at­ing the in­come needed.

We are able to of­fer the fi­nan­cial strength, in­fra­struc­ture and re­sources of a large multi­na­tional fi­nan­cial ser­vices com­pany, but with the per­son­able, qual­ity ser­vice of an owner man­aged, lo­cal busi­ness. Be­ing reg­u­lated and au­tho­rised through Ray­mond James, we have ac­cess to world class sys­tems and re­search and the fi­nan­cial strength of a global pow­er­house. Ray­mond James UK man­ages £9.4bn of client as­sets, whilst the parent com­pany, Ray­mond James Fi­nan­cial man­ages $725 bil­lion glob­ally and have over 3 mil­lion client ac­counts as of 31/12/2018.

Given all the up­heaval in the in­dus­try over the last few years, we see a lot of things that con­cern us. We come across a lot of peo­ple who take too much risk for their needs. For that rea­son, if there is any­one that you care about, who you think could ben­e­fit from a sec­ond opin­ion, we would be glad to help them.

Ar­eas we can help with:

• Sav­ings & In­vest­ments • Stock­broking

• Tax-efficient re­tire­ment in­come • Dis­cre­tionary In­vest­ment


• Pen­sions & SIPPS

• Es­tate Plan­ning

• Tax-efficient busi­ness funds

& exit strate­gies

“We come across a lot of peo­ple who take too much risk for their needs.”

Our fi­nan­cial plan­ning and in­vest­ment propo­si­tion is specif­i­cally geared up for busi­ness own­ers and in­di­vid­u­als with busy or com­pli­cated lives or fi­nan­cial arrangemen­ts. Due to our be­spoke na­ture, the typ­i­cal ini­tial in­vest­ment is from £250,000 to up­wards of £20 mil­lion.

Con­tact us to­day to book in a free, no obli­ga­tion con­sul­ta­tion to see if you’re on track me meet your fi­nan­cial ob­jec­tives and life goals.

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