As Chartered Wealth Managers our reputation is built on trust, stability and extensive market experience.
Raymond James, Truro provides a friendly and professional service, managing investment portfolios for private clients, their families, business owners, trusts and charities.
Backed by its parent company Raymond James Financial Inc., Raymond James Investment Services combines cutting-edge technology, award-winning research and the security of an international financial services organisation.
As an independently managed branch of Raymond James Investment Services, Raymond James, Truro complements these foundations by providing a local and personal service to our clients.
Who can we help?
Helping you to take control of your financial future
We’ll help you uncover what’s most important to you by showing you an accurate and clear picture of your finances based on your lifestyle, ambitions and financial goals.
Our advice and investment management is tailored to your needs and goals.
Raymond James, Truro can provide Investment Management services for:
- General Investment Accounts
- Off-shore bonds
- IHT Portfolios
- Corporate accounts
General Investment Accounts | ISAs | Pensions | Off-shore bonds | IHT Portfolios | Corporate accounts
Explore our offering
Discretionary Managed Investment Portfolios
Tax-efficient, actively managed investment portfolios.
Socially Responsible Investing
Investment portfolios designed to help provide a better future for all.
Services for Intermediaries
Portfolio models, Discretionary Investment Management, Client Portal & Regular Reporting.
The overarching ethos at our core is to manage investments as if they were our own.
Working With a Raymond James Wealth Manager
When you become our client, your needs and the portfolios we design based on your objectives drive everything we do.
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Let’s explore how we might be able to assist you.