What Our Clients Say
Our clients are offered an exclusive service. We do not advertise but instead rely on referrals to build our business. This is what our clients said in a recent survey.
"Excellent service - nothing too much trouble. Goes out of the way to help."
"Very professional service tailored to my requirements
"Long standing association with the IFA and trust in the portfolio manager."
"Confidence that my money is in experienced hands."
"Thorough explanation of investment plan, frequent updates and fast response to e-mails."
"I have had consistently good advice from my financial adviser and have recommended him to a number of people"
"Completely satisfied with all my dealings with MMM
"Very professional and friendly service and I feel that that I am more than just a number"
"Quality bespoke service"
source: Taken from the most recent published Raymond James Client Opinion Surveys since 2020
Issued by Mosaic Money Management. Mosaic Money Management is a trade name of Raymond James Investment
Services Ltd (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, London EC2Y 9LY.
