Raymond James, Buckingham was established by Branch Principal Paul Wilson in August 2020.
Wilson, a highly-experienced investment professional, explains why he made the decision:
I began life as an IT technician but my life changed forever after seeing an advert for The Penny Share Guide on The London Underground back in the 1990s. Within two years I had retrained and cut my teeth as a stockbroker in Milton Keynes amid the technology-led stockmarket boom.
After lengthy stints managing branches of well-known wealth management companies, I became frustrated at the way in which portfolio construction was increasingly performed by anonymous committees and not by those actually talking to clients. The word bespoke is too often bandied about in the investment world, but only when the investment management is done by those that know and understand a client’s needs intimately can a truly personalised service be delivered.
With that in mind, I established Raymond James, Buckingham in order to take control of the investment process and to deliver a highly personalised investment solution at an affordable cost.
Raymond James, Buckingham offers discretionary investment management based on principles of simplicity and transparency, from our investment process through to our pricing.
Our charging structure is fair and transparent. We only charge for the services you need, which keeps your costs under control and ensures that you keep as much of the investment returns as possible.
We invest in financially sound companies that have a demonstrable record of strong shareholder returns. We invest with the intention of holding the investment forever and don’t allow short-term market movements to distract us from your long-term goals.
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Investment really is that simple.
Are you ready to take control of your financial future?