Putting Your Needs at the Forefront of Everything We Do!
Welcome to Raymond James, based out of Windsor House, in the Spa town of Harrogate. This Raymond James office has been established by Nicholas Hair, a Chartered Wealth Manager and Branch Principal of the Harrogate office for Raymond James. Through Raymond James, we offer boutique wealth management services (Investments and financial planning) for high net worth individuals, their families, trusts and pensions nationally.
I offer a unique approach to wealth management, by offering the portfolio management expertise you would expect from a discretionary portfolio manager but the service level of a Private bank / family office.
My Business is Built Around Three Core Principles
In my business I follow the same principles that have successfully guided me throughout my career, namely to put the client’s interests first, to act with integrity and to manage wealth on a conservative basis with a longer term view.
My Approach To Managing Money
My approach to managing client money, is being mindful that my clients have spent a long time working hard to create their wealth. With this in mind and where appropriate, the aim of my investment approach is focused on preservation of wealth being just as important as wealth creation.
Clients have spent a long time working hard to create their wealth. The last thing I want to do is undo all this hard work and erode wealth. With this in mind and where appropriate, the aim of my investment approach is focused on preservation of wealth being just as important as wealth creation. This establishes a platform to generate upside returns.
Client Centric Focus
In offering a boutique Investment Management service, I aim to keep my client numbers low. In doing this, it allows me to truly manage client’s wealth on a bespoke & personal basis, meeting their needs now and into the future, whilst providing a high service level. My clients are the heart of my business and receive 100% of my focus.
Longevity of Advice
Service is of key focus in my business. I like to spend time with my clients and enjoy doing business face to face. By only dealing with carefully selected clients, this enables me to spend a large amount of time on each and every client’s portfolio, always with the knowledge that each client and their various investment pots may have differing aims and objectives.
I offer bespoke investment solutions. Me and the team at Raymond James can invest in a wider range of investments compared to larger businesses who are often limited on which funds they can buy due to liquidity issues. This allows the investment process to be bespoke to the client’s needs but also nimble & truly bespoke in its approach.
Live A Life Well Planned
We adopt a long term view and build long term lasting relationships with our clients so as your life changes, our advice will change as will our investment solutions.
Would You Like To Know More?
If you would like the opportunity to have a no-obligation discussion about how the Raymond James Wealth Management team might be able to help you plan and manage your financial affairs then please do get in touch.