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Raymond James, Wessex
- Finance
- Clyst St Mary
About this business
Location details
Winslade House, Winslade Park Ave, Clyst St Mary, EX5 1FY, United Kingdom
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
First rate and very personal investment services. Always treated as an individual with a focus on understanding my/our needs, rather than being sold at, or treated as just another client
We have known Paul for many years and he has always been most attentive and understanding in all our dealings with him. When he moved to Raymond James we were delighted that we could move our business to him as his help and advice is always appreciated.
Excellent professional advice and always kept well informed. A company interested in the individual. Recommended.
Personal service, integrity, confidence and discretion based on a continuity of understanding of personal and family financial needs and constraints are vital in this business. You need to know, if you do not have a relationship already, that the person you will be dealing with is committed to developing this sort of rapport. Paul Whitehead offers this in exemplary fashion and so, because, with Raymond James, we could be confident he would still be supported by experienced analysts, we were happy to transfer our business wit... read more
Our connections with Raymond James were principally through the company’s recruitment of our own account manager, who started working with them in 2020. A good account manager is probably a bit like a good dentist or doctor. They tend to attract customer loyalty. So it was with our financial portfolio and our decision in 2021 to stay loyal to our account manager and transfer our assets over to Raymond James . The transfer process was incredibly easy and smooth and handled expertly by Paul. Whilst the recent economic turbulen... read more
Frequently asked questions about Raymond James, Wessex
How is Raymond James, Wessex rated?
Raymond James, Wessex has a 4.8 star rating with 6 reviews.
When is Raymond James, Wessex open?
Raymond James, Wessex is closed now. It will open tomorrow at 9:00 a.m.
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