Raymond James Ribble Valley - Preston

Andrew P.

Went to see them for financial advice to help me work out.a retirement plan. They took the time to understand what help I needed, to review my situation and provide me with options.

Ben P.

Since a wholesale move of all of my immediate family’s portfolios to Wayne and his team in June 23 we have benefitted from strong investment performance. The service is prompt and thorough from both the wealth management and investment teams. So far, very satisfied.

Michelle L.

This review is from Darren and Michelle Lewthwaite-
We have been with Raymond James for many years now and they have successfully guided us through all the ups and downs which the investment world has experienced in that time.
Gary Ward has fully supported us in achieving our aims for our retirement - he has always focussed on our priorities and using his expertise, he translates that into a financial plan which we can easily understand.
We are finally at the point in our lives when all that hard work is paying off and we are in the fortunate position, thanks to Gary and the team, that we have been able to semi retire and enjoy our new holiday home in Wales which has long been our dream.
So Gary - thanks for all your help and you know that you are very welcome to visit any time you are in the area.

Sue C.

I have had personal investments with Raymond James for nearly 10 years now and they have managed my portfolio superbly over those years giving me the income I needed to live the lifestyle I wanted and spend extra precious time with my lovely family. Working with Wayne, Tracey and the Team over the years has been an absolute pleasure. They totally understand my needs, are so personable and explain things in a way that helps me understand the investments that they have made on my behalf.They fill me with total confidence that my money is in safe hands.

Catherine T.

Raymond James offers an extremely friendly and trustworthy service. I feel that my investment is secure and any queries that I have raised have been answered promptly. I would say that the staff go the extra mile to ensure that you are completely satisfied with the service. Since talking with Gary Ward I feel I have an in depth understanding of my finances. This has helped me to feel financial secure both now and with a view for the future. I am now able to spend comfortably and know that funds are available for large expenses in the future.

Sue L.

Raymond James have provided excellent advice and support for my investments. They are highly professional and provide individually targeted support and advice. I would recommend them to all my friends and associates.

V C.

The guys at Raymond James have been very helpful in helping to plan my retirement.
They have helped me make the best use of my investments right from day 1 and even when the best option has been to leave investments where they are with no gain for them selves the advice has to leave them.

I always feel valued and truly believe that everything they have done has been specifically tailored towards me rather than disappear into some large corporate pot.
I am now enjoying my retirement and am very relaxed that my pension is being managed specifically for me and in a way that delivers the best returns for me.
Thank you!

christine A.

My late husband and I have had Tracey as our Financial Adviser for many years ever since she knocked on our door and offered to go through our investments. She worked wonders for us nearly three years ago when Pete was told he had terminal cancer and only a short time to live. At that time Tracey was about to go to Australia within days but worked wonders for us.
I cannot find fault in anything she has done for us. I trust her implicitly now that I am on my own and we have become good friends over the years.
I have recommended her to some of my friends and will continue to do so.