Raymond James Kendal - Kendal

Raymond James Kendal: A Comprehensive Overview

For individuals and businesses seeking expert investment guidance, Raymond James Kendal presents itself as a specialized firm dedicated to providing tailored financial solutions. Located in the heart of Kendal, Cumbria, the firm operates from its address at Suite 6, Raymond James Kendal, Business Hub South Lakeland, Angel Yard, 21-23 Highgate, Kendal LA9 4DY, United Kingdom. Clients can readily contact them via telephone at 1539678421. Further details are available on their website: raymondjameskendal.co.uk. Currently, the company maintains 0 reviews on Google My Business, indicating a nascent online presence but highlighting a focus on direct client relationships.

Specialties: Investment company

Raymond James Kendal distinguishes itself through a commitment to personalized service and a deep understanding of the investment landscape. While the firm’s website offers a foundational overview of its services, the core of their operation revolves around assisting clients in achieving their financial goals. They likely cater to a range of clients, potentially including individuals planning for retirement, families seeking wealth management, and businesses requiring strategic financial planning.

Location and Accessibility: The firm’s physical location at Angel Yard in Kendal provides a professional and accessible environment for client meetings. Notably, Raymond James Kendal boasts a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably engage with the firm. The Business Hub South Lakeland location suggests a collaborative environment, potentially fostering connections with other businesses and professionals in the region. Specifically, the address is: Suite 6, Raymond James Kendal, Business Hub South Lakeland, Angel Yard, 21-23 Highgate, Kendal LA9 4DY, United Kingdom.

Key Features and Services: Beyond its physical location and accessibility features, Raymond James Kendal likely offers a suite of on-site services designed to meet the diverse needs of its clientele. These services could include:

• Investment Advice: Providing guidance on asset allocation, portfolio construction, and investment selection.
• Financial Planning: Developing comprehensive financial plans to address specific goals, such as retirement, education, or estate planning.
• Wealth Management: Managing existing investments and optimizing portfolios for long-term growth.
• Retirement Planning: Assisting clients in planning for a comfortable and secure retirement.
• Estate Planning: Providing advice on wills, trusts, and other estate planning instruments.

Online Presence and Engagement: Despite currently having no reviews on Google My Business, Raymond James Kendal utilizes its website (raymondjameskendal.co.uk) as a primary channel for communication and information dissemination. The website likely features details about the firm’s team, investment philosophy, service offerings, and contact information. Furthermore, the firm probably utilizes online appointments to provide clients with convenient access to financial advisors.

Assessment of Current Standing: It’s important to acknowledge that the firm currently has an average opinion of 0/5 on Google My Business. This suggests a limited public perception and a potential opportunity for the company to actively cultivate its online reputation through testimonials, client success stories, and engagement with the local community. However, the absence of reviews doesn’t necessarily indicate a lack of quality; it could simply reflect the early stage of the firm’s online presence. Building trust and establishing a strong online presence will be crucial for Raymond James Kendal’s continued growth and success.

Further Information: For those seeking more detailed information about Raymond James Kendal, the following resources are recommended:

• Website: raymondjameskendal.co.uk – Provides comprehensive information about the firm, its services, and its team.
• Phone: 1539678421 – Facilitates direct contact with the firm’s advisors.
• Address: Suite 6, Raymond James Kendal, Business Hub South Lakeland, Angel Yard, 21-23 Highgate, Kendal LA9 4DY, United Kingdom – Enables in-person meetings and consultations.

In conclusion, Raymond James Kendal appears to be a focused investment company dedicated to providing personalized financial guidance to its clients. Its commitment to accessibility and the potential for engaging services positions it as a viable option for individuals and businesses seeking expert financial support. However, actively building its online reputation will be a key factor in its future success.