Welcome to Raymond James, Windermere

Raymond James Windermere is an independent branch of Raymond James Investment Services, providing a highly personalised Investment Management Service for private clients, pensions and charities. Clients benefit from total independence from financial product providers and can therefore be wholly confident of completely independent advice whilst receiving a highly personalised service backed up by a global, diversified financial services company.

Becoming a client


 

We would be delighted to talk to you
about becoming a client.

We offer a no cost or obligation initial personal meeting for you to explore if our services would be suited to your requirements and to discuss you current and future aims and requirements. We have clients throughout the country and we are happy to travel to you.

UPDATES

Summer Surprises

For most investors focused on the U.K., Europe and/or the United States, July was far from an unattractive month...

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TRADE, DISPUTES AND NOVEMBER’S ELECTION

This October marks 80 years since the opening of the Pennsylvania Turnpike, America’s first highway. Highways have been a...

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Feeling Lucky

The traditional early September think piece centres on the natural reset that a generalised return to work (and for...

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