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Raymond James, Monument offers both discretionary investment management and financial planning services to help make your money work the best it can for you.

Wealth management (discretionary investment management and financial planning combined) can provide you with the tools and resources you need to help make informed decisions about your financial future and in turn help you achieve your financial objectives, as well as hopefully protecting your wealth over the longer term.

Available to clients with £150k of investable assets or more. We advise individual investors, families, business owners, charities and trusts.

Discretionary
Investment
Management

Discretionary investment management is about taking the stress and anxiety away from managing your own investments.
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Financial
Planning

Getting your investment strategy right is so important for long term financial security, however, making sure you have the right financial plan and structures in place is a crucial starting point.
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Discretionary Investment Management

Discretionary investment management is about taking the stress and anxiety away from managing your own investments and being on top of what is happening in markets to give you the best possible chance of trying to protect your money in volatile times. It is also about aiming to provide a rate of return that is acceptable to you for the level of risk you are prepared to take.  

Another key part of discretionary investment management is understanding that we’re all unique with different goals, so why settle for a “one size fits all” approach when it comes to your money? At Raymond James, Monument we review your risk appetite, finances, needs and objectives and then construct an investment portfolio for you. We have access to expert economic research, covering different asset classes and economic strategy, to help us manage and build your portfolio which we review constantly, to make timely and thoughtful decisions on your behalf.

Financial planning

Getting your investment strategy right is so important for long term financial security, however, making sure you have the right financial plan and structures in place is a crucial starting point. Planning efficiently can complement the hard work your investments are doing, and with rules and regulations changing constantly, it is important to be up to speed with the latest pension legislation, inheritance tax rules, tax allowances and certain tax reliefs.

At Raymond James, Monument we know life can move in unexpected directions, so the plan you start with may need to change as your circumstances do. We are proactive in making sure your financial plan is always on the right track and adapting it as needed.

Areas of financial advice include:

  • Protection
  • Tax Planning
  • Retirement Planning
  • Estate Planning