The value of investments, and the income derived from them, can fall as well as rise.

Unit 3 Strands Barn, Strands Farm Lane, Hornby, Lancaster, LA2 8JF

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Discretionary Investment Management

Discretionary Investment ManagementDiscretionary Investment Management

We offer a highly personalised discretionary investment management service from our office in the lovely Lune Valley.

Bespoke

Personal

Investment portfolios are tailored to your individual objectives and risk profile.

Personal

We like to get to know you well; your investments will be aligned to your specific circumstances.

Expert

Personal

Expert

Experienced and highly qualified managers employing a rigorous investment process.

A highly personal and professional investment management service

At Lunesdale Investment Managers we like to build a strong client relationship so that we can give you the best service possible. As a part of Raymond James, we benefit from comprehensive access to compliance, regulatory expertise, administrative support, and industry research.

We manage investments for private clients, pension funds (SIPPs and SSASs), charities, companies and trusts.

The value of investments, and the income derived from them, can fall as well as rise.

You may get back less than invested. Past performance is not a reliable guide to future returns.

Lunesdale Investment Managers is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657. Registered Office: Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY. www.raymondjames.uk.com

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