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.

Fraud now accounts for more than 40% of all reported crime in the UK, making it the most common crime people face today....
16/07/2026

Fraud now accounts for more than 40% of all reported crime in the UK, making it the most common crime people face today.

Scammers are becoming smarter, but staying safe doesn't have to be complicated. Our post below shares six simple ways to stay vigilant and protect yourself online.

Source: UKfinance

In this Investment Strategy Quarterly, we look at the continuing impact of the Iran conflict, the outlook for the UK, ec...
15/07/2026

In this Investment Strategy Quarterly, we look at the continuing impact of the Iran conflict, the outlook for the UK, economic growth in the US, and the resilience of the S&P 500. Plus, how political and geopolitical landscapes remain the key drivers of policy uncertainty.

Read all this and more in Investment Strategy Quarterly: Strength, Surprises, and the Road Ahead

uk.com

Have you thought about what will happen to your home in the future?Your home is full of heartwarming memories; your chil...
19/06/2026

Have you thought about what will happen to your home in the future?

Your home is full of heartwarming memories; your children's first steps, the birthdays celebrated and countless other milestones. If you decide to keep your home in the family by passing it on to your children, communicating openly with your loved ones now helps them honour your wishes and make informed decisions about what comes next.

From inheritance planning to understanding financial realities, explore our latest article below on how to navigate your home's next chapter.
https://www.raymondjamesconnect.com/aKzAOM

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Pers...
08/06/2026

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with optimism in the stock market.

Read this month's Market Commentary below.

uk.com

In today's fast-paced world, it can be easy to overlook the small things.Practicing daily gratitude can help you pause, ...
22/05/2026

In today's fast-paced world, it can be easy to overlook the small things.

Practicing daily gratitude can help you pause, refocus and appreciate what's already there. From better sleep to a calmer mind, it's a simple habit that can make a transformative difference.

Read more about the good of gratitude below.

Experiencing a divorce can be incredibly stressful. Taking time to prepare emotionally and financially can help you navi...
21/05/2026

Experiencing a divorce can be incredibly stressful. Taking time to prepare emotionally and financially can help you navigate what's ahead.

Explore our seven practical steps to support you at every stage in our latest article.
https://www.raymondjamesconnect.com/a8Ca-a

Money habits don't suddenly appear when children fly the nest; they are shaped little by little as they grow up.Explore ...
20/05/2026

Money habits don't suddenly appear when children fly the nest; they are shaped little by little as they grow up.

Explore our 6 practical steps below on how to help build children's confidence with money, one stage at a time.

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines key economic and g...
07/05/2026

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical points from the last few weeks, takes a look at recent stock market highs, plus grounds for cautious optimism.

Read this month's Market Commentary below.

uk.com

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.

Address

Kendal
LA94HE

Opening Hours

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

Telephone

+441539678421

Alerts

Be the first to know and let us send you an email when Raymond James Investment Services - Kendal posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share