Raymond James Investment Services - Kendal

Raymond James Investment Services - Kendal Providing a bespoke service, delivered with the personal touch of a small company with the financial security of a large global institution.

Understanding that client relationships are successful based on professionalism, communication and trust. RISK WARNING
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up.

The season of spring is a practical time to pause and review your finances.Taking some time to get organised can help yo...
10/04/2026

The season of spring is a practical time to pause and review your finances.

Taking some time to get organised can help you feel more in control, stay on top of costs and plan more confidently for the months ahead.

Read our latest article for practical tips to help you stay on track this year.
https://www.raymondjamesconnect.com/aW-xwd

Happy Easter! Let this season bring hope, new beginnings and brighter days ahead.
03/04/2026

Happy Easter! Let this season bring hope, new beginnings and brighter days ahead.

From the scent of Grandma's perfume to the sound of Grandad's laugh, it's often the smallest moments that leave the bigg...
19/03/2026

From the scent of Grandma's perfume to the sound of Grandad's laugh, it's often the smallest moments that leave the biggest mark.

Grandparents play an irreplaceable role in family life: adding warmth and wisdom that builds confidence and resilience in children. Their influence endures quietly, shaping memories and values that last a lifetime.

Explore the emotional and practical influences of grandparents below.

raymondjames.uk.com

Raising a family on your own comes with unique financial pressures; however, with the right planning, you can create sta...
25/02/2026

Raising a family on your own comes with unique financial pressures; however, with the right planning, you can create stability for yourself and your children.

Explore our six key considerations, including managing day-to-day pressure and preparing for future needs, that can help you navigate your financial journey with greater confidence.
https://www.raymondjamesconnect.com/aQ5pi6

Are you feeling the impact of the long, grey UK winter? You're not alone.Many people experience lower energy, moods and ...
20/02/2026

Are you feeling the impact of the long, grey UK winter? You're not alone.

Many people experience lower energy, moods and overall motivation during this time of year, especially with the continued cold and unsettled weather.

Explore our 6 practical tips to help you beat the winter blues. Remember, brighter days are ahead!
https://www.raymondjamesconnect.com/ajMLkW

Many partners approach retirement with different expectations, especially as rising costs and changing patterns create u...
13/02/2026

Many partners approach retirement with different expectations, especially as rising costs and changing patterns create uncertainty about what the future will look like.

Having open conversations early on can help ensure your long‑term plans are aligned and realistic.

Explore our themes to help you and your partner shape a future you both look forward to.

Read more
https://www.raymondjamesconnect.com/isbCJ
https://www.raymondjamesconnect.com/aQDNAq

Whether you're preparing to marry, navigating life together or managing finances after a separation, clear communication...
13/02/2026

Whether you're preparing to marry, navigating life together or managing finances after a separation, clear communication and good planning make all the difference.

Explore our simple, practical steps for couples in the guide below.

The UK's growing community of solo agers is redefining what later life looks like: more independence, more flexibility a...
06/02/2026

The UK's growing community of solo agers is redefining what later life looks like: more independence, more flexibility and more room to shape the life you want.

Setting up the right support systems, thinking ahead about health and lifestyle choices, and getting clear on your long‑term wishes helps ensure that your independence remains something to celebrate, not manage.

Explore our financial and practical tips for solo agers at
https://www.raymondjamesconnect.com/ai1NGn

It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold ...
04/02/2026

It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.

Read this month's Market Commentary below.

raymondjames.uk.com

Our 2025 Annual Report reflects our unwavering commitment to providing exceptional service to clients.Relationships are ...
02/02/2026

Our 2025 Annual Report reflects our unwavering commitment to providing exceptional service to clients.

Relationships are where our firm started, and they continue to be the purpose driving us forward and solidifying our strength.

Read the full report:
https://www.raymondjamesconnect.com/a6M4y6

In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bo...
15/01/2026

In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead.

Read all this and more in Investment Strategy Quarterly: Mission Possible.

raymondjames.uk.com

This festive season, the most meaningful gift isn't something you can buy, it's the time you spend with the people who m...
16/12/2025

This festive season, the most meaningful gift isn't something you can buy, it's the time you spend with the people who matter most.

In today's fast-paced world, uninterrupted time is rare. Choosing to be fully present (phones down, notifications off) is a conscious act of generosity.

Read our tips on how to be more present this holiday season in our latest article.
https://www.raymondjamesconnect.com/6Nf7_
https://www.raymondjamesconnect.com/a4cCTQ

Address

Kendal
LA94HE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441539678421

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