Tim Harford is the ‘undercover economist’ who writes a column in the FT Weekend Magazine most weeks. He recently wrote about the “Delusions of objectivity” and the sort of situation whereby an analyst highlights the positive nature for an investment trust of a price at a discount to Net Asset Value (NAV) whilst over-looking the […]
On 23 June 2016 UK voters will respond to a referendum with a simple ‘Yes’ or ‘No’ vote in order to answer the question “Should the United Kingdom remain a member of the European Union?”. Advocates of both camps argue that the future of the country can only be secured by voting for their proposition. […]
The first duty of every investment manager is to produce good returns for the individuals who have entrusted capital to them. The purpose of this post is to summarise some characteristics of different investment styles that managers might follow. Much more information can be found on the internet. There are over 3,500 collective investment funds […]
It is our normal practice to review our investment process early in each new year. We review the past year and take account of lessons learned and of changes in the economic and political circumstances in which client capital is invested. Our aim is to put the investment portfolios in the best position to produce […]
The Barclays Equity Gilt Study gives a clear picture of the returns from the UK market over the past 114 years. It is the UK’s foremost source of data and analysis on long-term asset returns with data going back to 1899. The study has been published every year since 1956 and, it is claimed, shows […]
It was a sad start to the New Year when we were told that a client aged 93, whom we had known for eleven years, had died after a short stay in hospital. I will use the pseudonym James. Our last meeting with him had been in August 2015 but there were many contacts in […]
The team at Raymond James Hitchin aims to publish a blog post every week on our website, www.rjwealthmanager.co.uk . Clearly, one purpose is to promote our services of investment management and personal planning by demonstrating our expertise and showing that we work to a broader canvas than the minutiae of investment research and management. We […]
The Wall Street Journal (WSJ) in 1988 created an annual stock picking contest – WSJ Dartboard Contest – with monkeys throwing darts vs. professionals picking shares. The professional always won but by only a small margin and after 14 years the competition was dropped as altogether too embarrassing. The genesis for the competition came from […]
The possibility of running out of money in retirement is a topic much favoured by journalists when they are commentating on the pension freedoms. It is rightly a matter for concern for individuals to review. Where do you stand? Pensions Freedom The changes became law with effect from 6th April 2015 and, principally, allow individuals […]
That’s the target of the new government for this nation of 178 million (2014). Retired General Buhari was elected President of Nigeria in March 2015 for a four-year term. He campaigned on a three-pronged agenda of tackling insecurity, curbing widespread corruption and reviving the ailing economy. President Buhari is popular with the masses and is […]
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I just wanted to say a big thank you. You have given us very valuable advice on what to do with our investment money and made things easy and simple to understand. We would not hesitate to recommend you to any of our friends, family and clients who are looking for good honest advice.
Having been clients of Robert and Susie Bewell for approximately 20 years we are very satisfied with their advice and the service provided. The 6 monthly review meetings give us the opportunity to discuss the way forward with them.
Keith and I went to see Susie at Raymond James Investment Services as we had some money that had been left to our children. We had put the money in a children’s bond for 5 years and then the market flopped and we made no money on it! Susie was able to give us some ideas on how we might best invest the money so the children can (hopefully) have something when they are older! It was great to be able to speak to someone 'normal'! No jargon, easily understandable and no hassle whatsoever! We are now looking at taking out our premium bonds which we get no return on and investing them through Raymond James. Great service!Keith and Louise Y February 2010
l'd recommend your services to anyone who wants a good return on their money, but doesn't really want the hassle of being a part time stock broker. Thank you so much!
The people who work there are lovely. Their knowledge, efficiency and consideration make them great people to deal with. Thank you to all involved
I would like to thank Susie and the team at Raymond James for taking the stress and worry from making money. If only I had known them sooner. For over six years I have invested our money with Raymond James and through many ups and downs it still grows and grows and we know that our money is in safe hands.
I've known Robert and Susie for several years now. They are professional, friendly and expert in what they do. Their attention to detail and customer care is second to none and they care as much about small investments as large ones. They gave me great advice about making an investment for my godson, so I'm sure when he reaches 18 he will be very happy I talked to Raymond James Investment Services. They really are 'a safe pair of hands in a volatile world'
Not only do Raymond James Hitchin provide you with regular investment information and economic updates, clients have regular meetings with the partners who are making the investment decisions.
Raymond James have been looking after my investments for a few years. I have always found them approachable, friendly and patient. I genuinely feel they always have my best interests at heart.
Robert and Susie and their team have managed my affairs over the past 15 years and I am very happy with the professional and friendly service they offer. They know their clients personally by name and I like the fact that I do not have to go through the procedure of quoting an account number before anyone will speak to me.
Excellent service at Raymond James in Hitchin and very friendly and helpful staff too.
I recommended Susie to a friend who had inherited some money. She was really impressed with Susie's knowledge and the detailed explanations she received about possible investments. She was relieved to find someone she could trust to manage her money and continues to be very happy with the service she is receiving from Raymond James Investment Services.
I have used Raymond James Investment Services for more than 10 years and have always found Robert and Susie Bewell to be extremely sound and trustworthy. I would certainly recommend Raymond James to others seeking investment and financial advice.
I met with Raymond James last week and was very impressed with his advice, manner and easy to talk to approach. I felt at ease and able to ask any question (without feeling foolish) and felt his sound approach to finance and the useful tools he gave me in order to help me make decisions were very helpful. I would recommend people visit him for financial advice
As long standing clients of the Hitchin Office, we have received professional advice and attention at regular reviews of our portfolio. Including British, European and global trends. Advisers and staff are always attentive to our personal wishes and are all knowledgeable, available and helpful. Full marks!
Raymond James has been handling my pension investments for two years since I contracted out of and consolidated various company schemes I had. Their service is excellent, they truly understand the market and my investments have been extremely well managed. I am confident of a happy retirement!
Personal service, professional and friendly. Made to feel that my small pot of money really matters.
I have trusted my hard earned cash to Susie and Robert Bewell for several years. They have kept me informed all the time and increased it way above what I would have got in the bank. Recommend!
Raymond James offer excellent, thorough and highly professional service with a personal touch.
Raymond James are people you can trust your money with - unusual these days I know. Both Susie and Robert have a huge amount of experience and having known them both for a number of years now feel confident in recommending them to anyone who wants to get more from their investments - really nice people too.Gina W February 2010