Raymond James Ribble Valley

We are very satisfied with the service provided by the team at Raymond James especially Tracey who we have found to be very knowledgeable, professional and approachable. Everything is explained fully and no questions too small. She continues to give us sound guidance on our financial portfolio. We have no hesitation in recommending Raymond James to other would be clients.Keith & Deborah Guy

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!

I cannot praise Tracey Simpson and the team highly enough for the professional way in which my investments have been handled.When I sold my house last August I was totally confused about how and where to invest my money. I had heard various horror stories about investments gone wrong and was very apprehensive about using an Investment Service Company. I met Tracey and immediately she put me at ease I have total respect for her and the utmost confidence in the Company and would certainly not hesitate in recommending them.

Continue to be delighted by the personal service and advice given. Staff are always very professional, welcoming and interested in you and in understanding your personal needs. Advice and recommendations are well researched and tailored to your circumstances. Always a pleasure to deal with Wayne and his colleagues, could not recommend more highly.

We are extremely please with the way Raymond James have handled our investments. They provide an excellent personal service. We always feel their main aim is our future wellbeing and financial security. Their advisors are always available to answer our queries and nothing is too much trouble . We are so pleased we placed our finances under their management.

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.

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.

I have known Tracey for more than fifteen years now, during which time, she has carefully managed the financial affairs of both my parents.Over the years, we have come to rely upon Tracey for much more than investment advice. This was particularly relevant, when my father first began to develop dementia: Tracey advised us of the options relating to care home funding, the legal position regarding inheritance and property rights and the pitfalls of not applying for power of attorney.Looking back now, I can see that we received some very sound advice indeed.Tracey has a knack of breaking down complicated finance matters into concise easily understandable english.Now that my mother has achieved her 90th birthday, it is a tremendous comfort to myself and my two sisters that we have a person that we totally rely upon and completely trust to manage her affairs.I would not consider changing the relationship that we have built up.

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.

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.