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 $1.45 trillion* globally.
*stats correct as at 31 March 2024.
