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Our service is inherently personal and so we prefer to meet our clients in their own homes. Besides allowing you to deal with your finances in the comfort of your own home, meeting you in your surrounding helps us gain a better understanding of your individual circumstances.

During discussions about your personal finances many facts are collated to help us provide the most suitable advice. A personal meeting in your own home avoids the need for you to travel with all your personal paperwork, some of which we may not require and allows you to find that important item that you may not have deemed necessary.

In the UK, we are happy travel to your home within a 100 mile distance either side of the M5 Corridor from Cheltenham reaching as far north as Manchester right down to the most westerly tip of Penzance in Cornwall. This area stretches into Wales, including Cardiff and anywhere along the M4/M40 corridor down to London.

If you are living in Europe, we may be able to travel out to meet you in person at an agreed individual cost. (Subject to regulatory requirements)

Of course, should you prefer to meet us in our branch, we are happy to welcome you to one of our regional hubs in Cheltenham or Exeter.

Regional Hub Branches

Raymond James Investment Services
8 Bath mews
Bath Road
GL53 7HL

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Raymond James Investment Services
Briar House
Clyst Honiton

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Satellite Branch

Raymond James Investment Services
C/O CRW Accountants
The Mews
Queens Street
EX24 6JU

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Raymond James Investment Services
32 Rolle Street,


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Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. 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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