News & Events

Show Programme 2017

Summer 2016 was a busy season for us exhibiting at many show-events. We met many existing and potential clients, we believe networking in this way gives us a great opportunity to engage with local people and small businesses in the South West region. Here are the future dates we will be attending this year, we hope to see you there!

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A “Well-Organised” Event – 27/09/2016

A recent seminar, “The Value of Professional Financial Advice”, took place at Dartmoor Zoo, Sparkwell. Over eighty people attended the event, hosted by Barry W P Bennett’s family-run business, which is a branch of Raymond James Investment Services.

The investment presentations highlighted the unique approach of their intergenerational business, bringing experience and expertise, as well as highlighting the importance of client engagement for long-term strategic planning.

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Barry W.P. Bennett – Business Profile

Based in a bright office in Yelverton on the beautiful Moors, the whole family help him run their bespoke Private Client Investment Management and Financial Planning business with the back-office regulatory, research, IT and compliance support provided by Raymond James Investment Services Ltd.

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