Raymond James, Truro
Raymond James, Truro was launched in May 2022 by Simon Burnett MSc, Chartered FCSI. The branch provides discretionary investment management services to individuals, business owners, charities and professional advisers. Backed by its parent company Raymond James Financial Inc, Raymond James Investment Services combines cutting-edge technology, award-winning research and the security of an international financial services organisation. As an independently managed branch of Raymond James Investment Services, Raymond James, Truro complements these foundations by providing a local and personal service to our clients. Visit our website for more information and please feel free to arrange a meeting. Meetings are conducted free of charge and there is no obligation to move forwards until you are entirely comfortable with our approach to managing your investments.
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201 to 500 range
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Alan Duff
Chartered Wealth Manager · Finance & Accounting
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Simon Burnett
Chartered Wealth Manager · Finance & Accounting
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- 2chartered wealth manager
- 1regional business development specialist
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