Raymond James, Water Street
Raymond James, Water Street is a wealth management firm located in Liverpool's business district, providing investment services to private and professional clients. Established in 2020, the firm focuses on creating portfolios that align with individual financial goals.
- Financial planning
- Bespoke portfolio management
- Private client investment services
Competitors
CAM Wealth is a holistic Financial and Wealth Management business that helps clients navigate the complexities of Financial Planning and Investment Management.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Wilcocks & Wilcocks is an award-winning wealth management firm that provides comprehensive financial planning and investment management services.
Momentum Global Investment Management (MGIM) is a UK-based investment manager focused on building and protecting clients' financial dreams.
Elliot Fletcher Ltd are a firm of forward-thinking Independent Financial Advisors passionate about constructing, preserving and increasing our clients’ wealth.
Company Details
Raymond James, Water Street is operated by Raymond James Investment Services Limited and is a Active company incorporated on 28 May 1999 with the registered office located in London, Greater London. Raymond James Investment Services Limited was registered 26 years ago.
Status
Active
Size
Large
Directors
10
Age
26 years old
Employees
256
Turnover
£88.35M
Total Assets
£50.35M
Cash in Bank
£26.94M
Total Liabilities
-£22.28M