Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Registered in England and Wales No. 3779657. Registered office: 77 Cornhill London EC3V 3QQ.
Wealth Management
Our Mission
We provide bespoke, private client Wealth Management and ongoing advice for both individuals and small businesses on a personal and face to face basis in the South West. The business is based on Dartmoor and works on the fundamental principle of putting our clients first.
We offer free initial consultations to prospective clients. Click here to contact us.
The main areas we provide advice on are:
RETIREMENT PLANNING
- Annuity Purchase
- SIPPs
- Personal Pensions
- Income Drawdown
- Phased Retirement
FINANCIAL PLANNING
- Portfolio Construction/Reviews
- University/School Fees
- Inheritance Tax Planning
- Wealth Preservation
INVESTMENT ADVICE
- ISAs
- Unit Trusts /Collective Investment Schemes, ETFs
- Onshore/Offshore Bonds
- Equities/Stockbroking/Individual Bonds/Gilts
- Portfolio Monitoring and Advice
Current Clients are able to see their portfolios online through Raymond James Investor Access.
Click here to get instructions and view your portfolio if you are a current client of Raymond James.
The layout and content of this entire web site is intellectual property of Barry WP Bennett.
Permission must be sought before any use of any material from this web site.
Major (Retd) BARRY W. P. BENNETT MA(Cantab) DipPFS IMC
Investment Adviser, Stockbroker and Financial Planner
Raymond James Investment Services
Arundel House, Harrowbeer Lane,
Yelverton, Devon, PL20 6EA.
Telephone: +44 (0)1822 855 128
Mobile: +44 (0)7831 343 668