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.

Welcome to our website. Thank you for your interest and for taking the time to view our website!

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. Our personal touch is backed up by strong support in compliance, regulation, administration and research provided by our partner Raymond James.

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

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

Privacy Policy
Legal Disclosures
Terms and Conditions