Transparency and good communications are at the core of our highly personalised service to each of our clients. You will receive regular reporting (including a secure online portfolio valuation service) with other scheduled day to day contact via post, email, telephone and in person. The frequency of contact will be determined by you.
Impromptu requests or queries are actively encouraged and responded to in a timely manner. Similarly, we are proactive in our efforts to keep you up to date with matters associated with your investments.
At Equerry Investment Management (Equerry), we are always respectful of you as well as our duties managing your money. Often, the portfolios we manage represent a core element of our clients’ total wealth so we have a number of important duties and you can be assured that we take these responsibilities very seriously indeed.
The investment management service you will receive is backed by the resources of Raymond James, the UK private client wealth management arm of Raymond James Financial Inc (RJF) a public company headquartered in Florida, USA.
We believe that the combination of personal service, investment expertise and the resources that Raymond James offers an ideal blend for individuals, pension schemes and trusts seeking a capable investment solution.