Our business is people.
Always has been. Always will be.
In many cases, we look after several generations of the same family as well as boards of directors, entrepreneurs, Court of Protection clients, charities and trusts.
We help people with their financial planning, lifetime goals and investment strategies.
Founded and owner-managed by us, we are backed by the stability of one of the world’s leading financial institutions.
Drawing on this combination of nimbleness and security, we are well placed to deliver a highly personal service to our clients.
Access to world-class systems
Being certified by Raymond James, we have access to world-class systems, award-winning research capabilities and the financial strength of a global company. Raymond James Investment Services Limited is a UK subsidiary of Raymond James Financial; a Fortune 500 company that manages over $1.57 trillion* globally.
*stats correct as at 30 September 2024.
We would love to hear from you for a no-obligation chat to see if we can help you.
Raymond James Barbican Brochure
Download our brochure to learn more about who we are, our approach to financial planning and investment management, and the process to becoming a client at Raymond James, Barbican.