Our clients

Charities and trusts

We know how important it is for funds held within trusts or charities to work as hard as possible for the benefit of the beneficiaries, while equally being mindful of the risks. We can work with trustees and directors around financial planning (particularly for trusts) and investment management strategies and take you through the various market risks to consider.

Independent Financial Advisers

By using our investment management skills, your clients can tap into experienced investment managers who have decades of collective experience. Investment managers at Raymond James, Monument have access to up-to-date research and economic commentary from top tier investment houses.  This helps them to build and monitor portfolios for your clients based around the risk tolerances and objectives you set, having discussed these with your client.

You are kept informed regularly with market commentary and client reporting, so you always know what’s going on and how your client’s investments are performing.