Raymond James, Barbican

Raymond James, Barbican was launched in June 2021 by Tony Moss and Robert Goldschmidt, both of whom are Chartered Financial Planners and Discretionary Investment Managers. The pair can trace their roots back to the 1990s when they first found themselves working together within wealth management. Today, Tony, Robert and their dedicated team provide quality financial planning and investment management to clients. They pride themselves on their client-centric approach. In many cases, they look after several generations of the same family as well as directors, entrepreneurs, Court of Protection clients, charities and trusts. While each of our clients has their own...

Advisory investment management ,discretionary investment management,financial planning ,family and business protection ,pension planning ,retirement planning ,inheritance tax planning,and cash flow planning

Raymond james, barbican operates in the Investment management industry.

Raymond james, barbican's revenue is 11m - 100m

Raymond james, barbican has 11 - 50 employees.