We help our clients obtain regular income from their savings and investments in the most tax efficient manner possible, while looking to grow their accumulated wealth.
Welcome to Raymond James, Cardiff
Would you benefit from professional financial support to help achieve a secure future?
Contact us, we specialise in generating regular income from investments to replace or enhance your salary or pensions.
How we can help you:
- Generate income from investments to replace or enhance your salary or pensions
- Become financially independent
- Grow your capital longer term
- Diversify your sources of income and wealth accumulation
- Structure your investments as tax efficiently as possible
We provide the trust and security of an established company, Raymond James Investment Services, while offering a personalised service at Raymond James, Cardiff.
We manage a select number of clients, ensuring each one gets our care and attention.
With over 35 years’ experience, we have a proven and successful approach that is dedicated to helping clients who aspire to a better lifestyle.
What our clients say
My advisor always has my best interests at heart and explains his actions meticulously
Always get very good and friendly service from Bill.
Excellent service from Bill Hunt.
Very pleased with service provided.
Kept me well informed and very helpful