Client charter – Raymond James, Weald of Kent

How to transfer your investment portfolio to us

We’re dedicated to placing your interests first, ensuring transparency, confidentiality and bespoke financial advice.

Clients first

We will always place the needs of our clients above all other considerations.

Clear communication

From the outset, we will introduce your main point of contact, outline our services, expected timelines, costs and keep you informed of progress throughout our relationship.

Confidentiality

Your personal and financial information will remain strictly confidential and securely stored.

Tailored advice

When recommending financial products, we will conduct thorough market research to ensure our recommendations align with your best interests.

Prompt responses

We are committed to responding to your queries in a timely and professional manner.

Transparent fees

Our charges will always be clear, transparent and fully discussed during our initial meeting.

Collaboration

If requested, we will liaise with your other professional advisers to ensure our financial advice complements their guidance.

Access to specialists

If a specialist area falls outside our expertise, we will seek external advice with your agreement – ensuring it aligns with your overall financial plan.

Your feedback matters

We regularly conduct satisfaction surveys to assess our service quality and welcome your feedback to enhance our offerings.

If you ever have concerns or issues, our clear and structured complaints process is in place to help resolve them efficiently. For full details, please visit Raymond James’ complaints page.

If you would like to start the conversation, please get in touch