Raymond James, Monument offers both discretionary investment management and financial planning services to help make your money work the best it can for you.
Wealth management (discretionary investment management and financial planning combined) can provide you with the tools and resources you need to help make informed decisions about your financial future and in turn help you achieve your financial objectives, as well as hopefully protecting your wealth over the longer term.
Available to clients with £150k of investable assets or more. We advise individual investors, families, business owners, charities and trusts.
Discretionary
Investment
Management
Discretionary investment
management is about taking the
stress and anxiety away from
managing your own investments.
Financial
Planning
Getting your investment strategy right is so important for long term financial security, however, making sure you have the right financial plan and structures in place is a crucial starting point.
