Raymond James Oxford
Chartered Wealth Manager
Prama House, 267 Banbury Road, Oxford
- Offers free advice
My partners and I founded Raymond James Oxford in 2017. Our company is a commercially independent branch of Raymond James Investment Services, a global, diversified financial services company.
I am a Chartered Wealth Manager offering a highly personalised investment management service for private clients, managing investments in accounts such as SIPPs, ISAs, and General Investment Accounts, with guiding principles of prudent growth, conservative management and exceptional client service.
I am always happy to spend time to explain the investment world and how things work, as I appreciate it can sometimes feel daunting when thrown in. I have a focus not on selling products, but on building meaningful long-term relationships.