Raymond James Ribble Valley - Preston

Address: 8 Berry Ln, Longridge, Preston PR3 3JA, United Kingdom.
Phone: 1772780300.
Website: ribblevalley.raymondjames.uk.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Raymond James Ribble Valley

Raymond James Ribble Valley 8 Berry Ln, Longridge, Preston PR3 3JA, United Kingdom

⏰ Open Hours of Raymond James Ribble Valley

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Raymond James Ribble Valley

Located at 8 Berry Ln, Longridge, Preston PR3 3JA, United Kingdom, Raymond James Ribble Valley is a trusted financial institution that offers a wide range of services including financial planning, consulting, investment services, and stock brokerage. With a strong commitment to client satisfaction and personalized service, this financial powerhouse has earned a stellar reputation in the industry.

Specialties: Financial planner, Financial consultant, Financial institution, Investment service, Stock broker

Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended

Opinions: This company has 25 reviews on Google My Business. With an average rating of 5/5, clients consistently praise the firm's strong investment performance, prompt and thorough service, and the dedication of the wealth management and investment teams.

Since a wholesale move of all of my immediate family's portfolios to Wayne and his team in June 23, we have benefitted from strong investment performance. The service is prompt and thorough from both the wealth management and investment teams. So far, very satisfied.

With a team of knowledgeable and experienced professionals, Raymond James Ribble Valley offers tailored solutions to help clients achieve their financial goals. Whether you are looking to plan for your retirement, grow your investments, or manage your wealth, this firm is committed to providing the highest level of service and expertise to ensure your success.

To contact Raymond James Ribble Valley, you can reach them by phone at 1772780300 or visit their website at ribblevalley.raymondjames.uk.com. Appointments are recommended to ensure you receive the personalized attention you deserve.

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👍 Reviews of Raymond James Ribble Valley

Raymond James Ribble Valley - Preston
Ben P.
5/5

Since a wholesale move of all of my immediate family’s portfolios to Wayne and his team in June 23 we have benefitted from strong investment performance. The service is prompt and thorough from both the wealth management and investment teams. So far, very satisfied.

Raymond James Ribble Valley - Preston
Sue C.
5/5

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.

Raymond James Ribble Valley - Preston
Michelle L.
5/5

This review is from Darren and Michelle Lewthwaite-
We have been with Raymond James for many years now and they have successfully guided us through all the ups and downs which the investment world has experienced in that time.
Gary Ward has fully supported us in achieving our aims for our retirement - he has always focussed on our priorities and using his expertise, he translates that into a financial plan which we can easily understand.
We are finally at the point in our lives when all that hard work is paying off and we are in the fortunate position, thanks to Gary and the team, that we have been able to semi retire and enjoy our new holiday home in Wales which has long been our dream.
So Gary - thanks for all your help and you know that you are very welcome to visit any time you are in the area.

Raymond James Ribble Valley - Preston
Catherine T.
5/5

Raymond James offers an extremely friendly and trustworthy service. I feel that my investment is secure and any queries that I have raised have been answered promptly. I would say that the staff go the extra mile to ensure that you are completely satisfied with the service. Since talking with Gary Ward I feel I have an in depth understanding of my finances. This has helped me to feel financial secure both now and with a view for the future. I am now able to spend comfortably and know that funds are available for large expenses in the future.

Raymond James Ribble Valley - Preston
V C.
5/5

The guys at Raymond James have been very helpful in helping to plan my retirement.
They have helped me make the best use of my investments right from day 1 and even when the best option has been to leave investments where they are with no gain for them selves the advice has to leave them.

I always feel valued and truly believe that everything they have done has been specifically tailored towards me rather than disappear into some large corporate pot.
I am now enjoying my retirement and am very relaxed that my pension is being managed specifically for me and in a way that delivers the best returns for me.
Thank you!

Raymond James Ribble Valley - Preston
christine A.
5/5

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.

Raymond James Ribble Valley - Preston
Sue L.
5/5

Raymond James have provided excellent advice and support for my investments. They are highly professional and provide individually targeted support and advice. I would recommend them to all my friends and associates.

Raymond James Ribble Valley - Preston
Ann B.
5/5

I cannot praise Tracey Simpson and the team highly enough for the professional way in which my investments have been handled.

When I sold my house last August I was totally confused about how and where to invest my money. I had heard various horror stories about investments gone wrong and was very apprehensive about using an Investment Service Company. I met Tracey and immediately she put me at ease I have total respect for her and the utmost confidence in the Company and would certainly not hesitate in recommending them.

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