We would be delighted to welcome you as a client of Raymond James, South Cotswolds and we strive to make the process as easy as possible.

  • Make Contact
Initially, we would discuss your requirements to make sure the services we offer are what you need.
  • Meet

Next, we would like to meet you.

This is an opportunity for us to provide you with an in-depth explanation of how we work with our clients, discover more about your requirements and answer any questions you may have. Whilst the majority of our clients live in and around Gloucestershire, personal recommendations have meant that we also have clients throughout the UK and overseas and so, whenever possible, if you prefer, we will gladly come to you.

  • Complete Paperwork
When you are happy to proceed, we will pre-populate the paperwork and send it to you or, if you prefer, meet to go through it with you.
  • Move

If the reason for making contact is that you are unhappy with your existing Investment Manager, please be reassured that the process of transferring your investments to Raymond James is quick and easy – we will take care of this for you.

We look forward to hearing from you – Contact Us