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Exeter | 01404 598 168 Colyton | 01404 598 168 Exmouth | 01395 207 350
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Whether providing financial planning or just investment advice, having a full understanding of your circumstances and objectives is paramount to achieving a successful outcome. We plan to engage with you in a series of meetings to explain our proposition and establish your needs before we make any recommendations.

A typical sequence of meetings would be as follows:

At the first meeting we will introduce Raymond James and our services to establish a broad outline of your expectations;

At our second meeting, we work with you to gain a fuller understanding of your personal and financial circumstances, as well as experience, to establish a basis from which we can then advise you;

  From the information gathered at the first two meetings we are able to research and prepare a strategy to address your financial objectives. These are presented for your consideration at a further face to face meeting;

For new and inexperienced investors, we would normally offer to review investments within the first few months to explain statements, discuss using investor access and address any questions that may have arisen since our previous meetings. However, we encourage a phone call whenever a question arises between meetings.

Regular financial reviews help ensure that your portfolio continues to match your needs throughout your journey. They are also a source of continued explanation about your investment portfolio and help develop trust between you and your Wealth Manager. They are designed to help you cope with short term market movements, improve your understanding and most of all, make investing fun.

Independent Financial Advisor Exeter
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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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