Raymond James Ribble Valley

I have had personal investments with Raymond James for nearly 10 years now and they have managed my portfolio superbly over those years giving me the income I needed to live the lifestyle I wanted and spend extra precious time with my lovely family. Working with Wayne, Tracey and the Team over the years has been an absolute pleasure. They totally understand my needs, are so personable and explain things in a way that helps me understand the investments that they have made on my behalf.They fill me with total confidence that my money is in safe hands.
Sep 9th, 2021

I've been really impressed by the team at Raymond James in Longridge. In particular I'd highly recommend them for their ability to come up with solutions for complex financial circumstances, to present options clearly, to make recommendations without pressure, and last but very much not least, for their investment performance in the face of an extraordinarily volatile global environement.
Feb 19th, 2021

My late husband and I have had Tracey as our Financial Adviser for many years ever since she knocked on our door and offered to go through our investments. She worked wonders for us nearly three years ago when Pete was told he had terminal cancer and only a short time to live. At that time Tracey was about to go to Australia within days but worked wonders for us. I cannot find fault in anything she has done for us. I trust her implicitly now that I am on my own and we have become good friends over the years. I have recommended her to some of my friends and will continue to do so.
Sep 20th, 2020

Positive: Professionalism, Quality, Responsiveness
Aug 31st, 2020

Positive: Professionalism, Quality
Jul 6th, 2020