Press Releases
FOR IMMEDIATE RELEASE |
17 June 2009
Buzzacott Financial Services Selects Raymond James as Platform Partner
Buzzacott Financial Services, the investment and financial planning advice firm, has selected Raymond James Investment Services (RJIS) as its platform provider. Buzzacott Financial Services works with individuals, businesses and not-for-profit organisations and having expanded in recent years, advises on around £70M of client assets.
As part of their expansion plans Buzzacott Financial Services are now offering asset allocation and passive fund management for their investment clients. The firm short listed a number of wrap platforms and selected Raymond James for its open architecture approach, reputation for excellent client service and competitive charges.
“The ability to buy institutional share classes of funds combined with the power to work with on-line trading capabilities and multiple pension and investment providers, were key decision factors”, notes Richard Cobbold, Managing Director. “As part of our due diligence we also spoke with a number of current Raymond James clients, and they all gave excellent feedback on the firm’s service standards.”
Peter Moores, RJIS Chief Executive commented, “We are delighted that Buzzacott Financial Services chose Raymond James to support their growing financial services practice. Their decision factors are at the core of our corporate culture and by sharing these values we can look forward to supporting Buzzacott Financial Services for many years to come.”
Enquiries
Raymond James Investment Services
Cynthia Poole, Director of Relationship Management and Business Support – 0207 096 6751
Cynthia.Poole@raymondjames.com
Buzzacott Financial Services
Samantha Bisson, Marketing Manager – 020 7556 1200
bissons@buzzacott.co.uk
Notes to the Editors
About Raymond James Investment Services Limited (RJIS)
Raymond James Investment Services Limited (RJIS) is the UK private client investment management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in St. Petersburg, Florida, USA. The firm commenced operation in 2001 and now has 8,100 client accounts representing total assets of £1.2 billion (US$1.8 billion).* Figures for March 31st 2009 show RJIS has 52 affiliated offices, which represent a number of experienced and well regarded private client investment managers, stockbrokers and wealth managers located throughout the UK.
RJIS is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority. Its Registered Office is 77 Cornhill, London, EC3V 3QQ. For more information go to www.rjis.co.uk
*RJIS Stats as of March 31, 2009.
About Buzzacott Financial Services Limited
Buzzacott Financial Services Limited is a subsidiary of Buzzacott LLP, a Top 30 firm of accountants. Buzzacott Financial Services Limited provides objective and independent investment and financial planning advice to individuals, businesses and not-for-profit organisations. Our aim is to help clients to organise their affairs in the best possible way to achieve their financial goals.
Buzzacott Financial Services Limited is authorised and regulated by the Financial Services Authority. Its registered office is 12 New Fetter Lane, London EC4A 1AG. For further information please visit our website www.buzzacottfinancialservices.co.uk
