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Our services

At Raymond James, Weald of Kent, we understand that each person is unique, and the financial planning and investment services we offer are meticulously tailored to meet individual needs.

What are your goals?

I want to

Build my
wealth

  • Maximise income potential from my investments
  • Improve investment returns

I want to

Plan for
my future

  • Retire early whilst maintaining my lifestyle
  • Preserve wealth for future generations

I want to

Understand
my finances

  • Assess the cost of managing my investments
  • Seek financial advice
Our expert services aim to provide clarity, confidence, and strategic direction at every stage of your financial journey.

Explore our services

Investment management

Individual Savings Account
(ISAs)

Portfolio services

Self-Invested Personal Pension (SIPPs)

Financial planning

Pensions
and
investments

Protection

Succession
and tax planning

Resources

At Raymond James, Weald of Kent, we leverage extensive research capabilities to support informed investment decisions. Through Raymond James Financial, as well as a diverse selection of independent research providers, we strive to provide premium insights to our clients. By integrating these high-quality research resources, we provide robust analysis and strategic guidance tailored to your financial goals.

Our research access includes:

Investment Research from Leading Global Institutions

  • Credit Suisse
  • J.P. Morgan
  • Canaccord Genuity
  • Numis

Investment Trust & Fund analysis

  • Numis and Stifel
  • FE Analytics for retail fund assessments
  • ShareScope for equity analytics and pricing
  • A curated selection of independent and niche publications
  • Tax Efficient Review for expert insights on Venture Capital Trusts, Enterprise Investment Schemes, and Business Property Relief Schemes

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

Contact us

Individual Savings Account (ISAs)

Individual Savings Accounts (ISAs) form an important component of most investment portfolios, as they offer valuable tax advantages. The limits on both Cash and Share ISA’s have been increased on a regular basis and individuals have been able to build sizable investments in this tax efficient vehicle. 

Existing ISA’s can be transferred to new investment managers which offers you the opportunity for them to become an integral element of your overall investment portfolio. We can review existing ISA’s and recommend additional ones if appropriate.

Read our complete guide to ISAs

Portfolio services

At Raymond James, Weald of Kent we actively build and manage portfolios for clients based on agreed investment objectives and risk profiles.  Our relationship with our clients is built on excellent communication and mutual understanding of their wishes. This relationship enables active management of the funds, without individual client approval, freeing the investment managers to make appropriate investment decisions to (remove) and take advantage of opportunities as they arise.

For these transactions we use the Raymond James electronic trading platform. The platform provides a complete and integrated portfolio management service, available for clients to view at any time by logging in.

Self-Invested Personal Pension (SIPPs)

Self-Invested Personal Pensions (SIPPS) are a type of personal pension scheme offering individuals control over how their pension investments are managed. The SIPP itself is a pension ‘wrapper’, holding investments until retirement when the investor is looking to receive income from those investments.

These allow investment in a range of assets including commercial property, rather than just investment funds and shares. As with any pension fund, the investor cannot take money from the fund until the age of 55. 

Do you have a self-invested personal pension? Maybe you are thinking of setting up your own pension scheme but require some advice. If so, contact our investment managers who can provide you with all the advice you will need about SIPPs.

Pensions and Investments

Helping you to plan for your retirement is also an element of the service we can provide. We offer comprehensive advice on the entire range of pensions and investment plans available in the financial marketplace, rather than focusing on specific products from selected providers.

At Raymond James, Weald of Kent, we can help guide you through these options in a jargon-free way, providing tailored advice specific to your requirements. We’ll continue to review your plans on an ongoing basis to ensure they meet your needs as they change.

Protection

There are plenty of circumstances which call for adequate life assurance to be in place. Deciding on the type and level of cover can be a challenge, especially without the right advice. At Raymond James, Weald of Kent, we can advise on all forms of protection cover such as life, critical illness and disability insurance.

In many cases it is relevant to write life policies under trust, thus enabling the proceeds to pass to beneficiaries without adding to your estate value. Through our association with Whitehead Monckton solicitors, you have access to specialist advice from them as part of our overall approach.

Succession and tax planning

Without the right advice and careful financial tax planning, the Inland Revenue could become the largest beneficiary of your estate following your death with the current 40% Inheritance Tax rate.

Succession and tax planning is a crucial element of the overall wealth management process for many clients. Whether their assets have been built up through property, investments or a business, ensuring it can pass to their chosen beneficiaries when they die, as tax-efficiently as possible, is a key element of the planning requirements.

As a result of our relationship with Whitehead Monckton solicitors, specialist lawyers can provide tailored succession and tax planning advice and, where appropriate, assist in the setting up and management of trusts.

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