Reviews of Raymond James Ribble Valley. (Financial Consultant) in Preston (Lancashire).
Raymond James Ribble Valley
8 Berry Ln, Longridge, Preston PR3 3JA, United Kingdom
Description
Information of Raymond James Ribble Valley, Financial Consultant in Preston (Lancashire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Raymond James Ribble Valley
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Popular times
Sunday
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Monday
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Tuesday
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Wednesday
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Thursday
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Reviews of Raymond James Ribble Valley
S. 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.
c. 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.
C. 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.
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!
D. G.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
A. B.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.
G. B.Six years ago, after careful consideration, I requested RJIS at Longridge to review my pension plans and investments and manage them for me. They spent considerable time with me to understand my requirements and have maintained an active and positive approach to managing my portfolio with regular and timely reviews. Following my retirement 18 months ago they have continued to understand my needs and provide me with the service that I was hoping for. I have no hesitation in recommending their services.
p. h.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.
A. S.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.
T.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.
J. H.I've been really impressed by the team at Raymond James in Longridge. In particular I'd highly recommend them for their ability to come up with solutions for complex financial circumstances, to present options clearly, to make recommendations without pressure, and last but very much not least, for their investment performance in the face of an extraordinarily volatile global environement.
s. j.Matt put a lot of effort in finding out what we wanted and gave us some great advice on our options for retirement. He listened carefully to our interests so he could give us a tailored financial profile. There was no hard sell just honest opinion on our options.
p. m.Tracey Board and her team provide an excellent service. Their reviews are always helpful and are readily avaialable for further discussion
t. d.I have been dealing with this company for 10 years or so and have always found them very professional,knowledgeable and easy to deal with.The Longridge office has grown very significantly on the back of its excellent advice and now boasts a strong team of advisors backed by its own analysts and experts and each client receives a personal service with custom-built advice according to their particular requirements
d. s.We have been with Raymond James for at least 8 years and as cautious investors we have always received excellent advice and regular reviews from Tracey Simpson and her colleagues.
J. N.Approachable, knowledgeable and friendly group of professionals.
I feel happy and confident that my investment portfolio is in safe hands.
c. h.Brilliant service from Wayne and the team over the last few years. no issues at all and would highly recommend for people looking at investing.
J. S.Excellent service from Tracey Simpson. Sound advice explained simply & regular reviews to keep me in the picture with developments.
F. C.Great service from people who take the time to know what you want and then explain in an easily understandable way how to achieve it. Happily recommend them to anyone looking to invest for their future
E. F.Fantastic team who are doing a great job. I wouldn't hesitate to recommend them and their services.
C. S.Very proactive and responsive company. Happy with service and personnel and would recommend.
A. H.We are very pleased with their highly professional and effective service.
B. M.Personal service and caring but perhaps getting a little too big as was better in earlier smaller days
g. j.A highly professional, efficient and caring business that puts the customer first every time.
C. S.Highly recommended, professional and friendly service from the whole team.
J. B.
P. W.Contact
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