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Pension Investment Advice

Pensions Investment Advice

Why Raymond James?

Following the Towry Law takeover of Edward Jones Investments in 2009, and after thorough research into which financial providers would best suit his clients' needs, Pieter Burger chose to work with Raymond James Investment Services Ltd., forming a commercially independent branch: Raymond James, Invest Together.

In comparing financial providers, Pieter found that some wealth managers had a preference for white label in-house products and opaque cost structures. Many IFA networks had their own platforms or assurance products, and he suspected that consolidation in the market place would see advisers being forced from being independent to becoming tied agents of firms over time. Pieter concluded that being able to label himself as an Independent Financial Adviser was much less important than being able to effectively service clients and easily manage their assets across a variety of products, for the long term.

Raymond James offers a platform with access to many of the leading stock exchanges across the globe and hundreds of fund companies. They do not endorse their own products, and allow wealth managers the freedom to create our own investment strategies to suit our clients' objectives. Raymond James also provides a broad range of in house support, such as a dedicated asset transfer team, marketing and compliance departments; all of which help enhance our clients' experience.

Our advisers are authorised by Raymond James, and provide independent financial advice, which means that you will receive the right solution for your financial needs and objectives.

Watch the video to learn more about how Raymond James supports us.

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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