In this video, Scott and Cynthia discuss how she and the rest of the team at Raymond James support our clients. including by arranging for the custody of their assets and providing them with their quarterly statements. These services are vitally important to protecting our clients assets and to providing transparency over their investment returns.
Jamie and his colleague, Stephanie Evans, work with clients of TindleWealth when their financial planning needs are particularly complex. In this video, Scott and Jamie discuss how he and Stephanie support TindleWealth's clients, how they would like to see the relationship between the two firms progress - and why Jamie agreed to partner with TindleWealth in the first place! What is clear from the discussion is that a huge amount of value is created for clients when we combine financial planning with bespoke investment management.