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Overview

Raymond James is committed to acting in the best interests of our clients at all times.  The Financial Conduct Authority (FCA) refers to this as "Consumer Duty", which is a core part of their approach to regulation and ensures that clients receive good outcomes when doing business with regulated firms.  As part of our efforts to ensure Consumer Duty principles are embedded within our organisation, we conduct a regular client opinion survey. This survey was conducted online using Qualtrics, between 23 January and 23 February 2024.

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100% of clients rated the service they receive from their Wealth Manager as Good or Excellent.

Based on 25 responses

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96% of clients are Likely or Very Likely to continue using our services.

Based on 25 responses

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100% of clients said their portfolios have performed In line with, Above or Significantly Above Expectations.

Based on 25 responses

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100% of clients see services as having either a Fair Value, Good Value or Excellent Value for Money.

Based on 25 responses

Client Testimonials

"Always been very amenable, knowledgeable and efficient"

- Mr P, 2024

"Always responds with full and useful information. Pleasant to deal with and looks after my Mum's interests with me."

- Dr R, 2024

"Excellent service during house sale and purchase, ensuring capital when needed and the reinvestment once sale completed."

- Mrs N, 2024

"Clear and honest advice. Not pressured. Clear updates on finances."

- Dr P, 2024

"I feel that I can be in contact and get information if and when needed and I feel that this is tremendously valuable."

- Mrs B, 2024

"Satisfied with, and would recommend."

- Mrs W, 2024

"I have always received excellent service from Charles Nicholson."

- Rev W, 2024

"Good, prompt, pleasant service"

- Mrs A, 2024

"Very good service all round with high attention to details"

- Mr C-S, 2024

Get in touch

We're based near Ponteland in Newcastle upon Tyne. If you would like to get in touch to discuss anything please call the office on 0191 303 9320 or 07922 573873.