Bill Hunt

Bill Hunt

Branch Principal

With over 35 years in the investment industry I have personally been through a number of life changing issues myself including bereavement, separation, inheritance and potential financial scams. I therefore share a very real common insight into how such issues affect the investor. Effectively I am one of your peer group.

I am a Chartered Wealth Manager and a fellow of the CISI. As a graduate at Cardiff University I hold a BSC in Economics. I now run my own business under the Raymond James banner on the outskirts of Cardiff having previously worked for an number of large City institutions .

 

    Bill.Hunt@RaymondJames.com       |           44 (0)2920 022799

What I Do – Discretionary Investment Management

In dealing with clients investments I believe that it is the duty of the investment professional to take on the responsibility of the day to day management of clients’ money. This removes the burden of the investor having to keep up to speed with the ever changing market conditions and worrying what this may bring.

After establishing a client’s financial needs , objectives and available assets I work with them to establish an agreed “game plan “ with a prescribed level of risk suitable to their circumstances .

I then take on the task of delivering on that plan to allow clients to achieve their financial goals without undue worry. The professional management of client’s affairs leaves them free to get on with their lives, safe in the knowledge their investments are being constantly monitored by a well-established and trusted organisation.

Clients can monitor performance on line and are provided with quarterly valuations and updates.

Investors are free to change their desired level of risk and investment plan at any time and can contribute and withdraw money from their portfolios freely. There are no lock in periods, minimum investments or prohibitive exit charges.

All investment strategies are straight forward, realistic, entirely visible and easy to follow. Constant attention is given to clients changing circumstances and needs and portfolios are modified accordingly.

Raymond James Cardiff manages only a select number of clients each of who receive 100% care and attention. Every client will deal directly with the Branch Principal who will regularly meet with them face to face.

The service goes beyond the normal 9 – 5 working hours and clients will have access to out of hour’s services, information and meetings