IFA Exeter
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"Working together to deliver an exceptional service"
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Invest together for your life's journey    
Raymond James Investment Services Invest Together Branches have a philosophy that investors should work hand in hand with a wealth management professional to bring about their own financial wellbeing. Our aim is to work with individuals who wish to remain in control of their assets or at least would like to participate in the investment decisions made on their behalf.

We believe that there are many people that would like to manage their own funds, but lack experience of the investment world. Invest together offers you the ability to work closely with a Wealth Manager to gain a greater understanding of the financial world. It also helps the Wealth Manager to gain further knowledge of your needs as they change.

From your view point, knowing what investments you own and how they benefit you, will better prepare you for market fluctuations. Decisions made during a downward cycle are essentially more important than those made when economic situation is more stable. For example, driving through a city using Sat Nav at night is fairly straight forward, however, completing the same journey during the rush hour is a different story. Your Sat Nav will still recommend to you the same route, but you may be faced with heavy traffic, road blocks, diversions and angry drivers, forcing you to continuously make decisions. So do you stay with the Sat Nav route? Do you follow the diversion? Or will you park the car and give up? These choices that you face whilst under pressure can have a profound effect on how long your journey will take or even whether you reach your destination.

  If you know what to expect, you are better prepared to make the right choices during times of trouble reducing fears and worry, leaving you fresh to enjoy the journey.

We offer investment and financial planning advice to private clients and small business owners who are seeking to build a portfolio of at least £100,000. We offer a wide variety of investments, including:

  • Equities
  • Fixed Interest Securities
  • Collective investments

Who We Are

On your journey, it is good to know that you will be guided by qualified Chartered Wealth Managers, who pride themselves on being responsive, understanding and client focussed. The combination of stockbroking with a financial planning service means that all your needs can be met in one place with one strong and well-established relationship.

Our fees, explained at the outset of all client relationships are transparent, simple and represent good value for money.

Our relationship with Raymond James Investment Services provides substantial resources by a dedicated firm, who in turn are supported by Raymond James Financial Inc., one of the largest brokers in the US. This backing to our team ensures we are well positioned to continue supporting our clients along their journey. Pershing Securities Limited as the custodian of our clients' assets offers peace of mind through the size of the company, being part of the Bank of New York Mellon. (See legal disclosures 1, 2 & 3*)

Invest Together
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition

About us
Contact us
Independent Financial Advisor Exeter Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01404 598 168 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 207 350
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 168
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Financial Advisor Exeter
Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority (Updated 13/09/2018). Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
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