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Meet the team

"In life, it's not where you go, but who you travel with" Charles Schulz

Raymond James, Barbican traces its origins back to the early 1990s when founders Tony Moss and Robert Goldschmidt, first found themselves working together within wealth management. With a strong commitment to integrity and providing the best possible experience for their clients, they built a business with a reputation for always putting clients first. The business thrived from ʻword of mouthʼ referrals from one client to the next.

But the real secret to their success is the team. Tony and Robert surrounded themselves with a talented and passionate group of people who are driven to deliver for their clients. Today, our people bring these same values to the work they do. By creating a flexible, nurturing and enjoyable environment, the team, in turn, are dedicated to delivering a great experience to clients and others with a relationship with Raymond James, Barbican.

Raymond-James-Barbican---Tony-Moss
Tony Moss

Branch Principal and Chartered
Financial Planner

Raymond-James-Barbican---Robert-Goldschmidt
Robert Goldschmidt

Branch Principal and Chartered
Financial Planner

Raymond-James-Barbican---Oliver-Morrall
Oliver Morrall

Chartered Financial Planner

Raymond-James-Barbican---Judith-Parr
Judith Parr

Chartered Financial Planner

Raymond-James-Barbican---Harry-Robinson
Harry Robinson

Chartered Wealth Manager

Raymond-James-Barbican---Don-Brown
Don Brown

Chartered Financial Manager

Raymond-James-Barbican---Aneeka-Patel
Aneeka Patel

Chartered Financial Manager

Raymond-James-Barbican---Cuan-Tait
Cuan Tait

Chartered Financial Manager

Raymond-James-Barbican---Harry-Myers
Harry Myers

Wealth Manager

Raymond-James-Barbican---Nader-Razak
Nader Razak

Wealth Manager

Raymond-James-Barbican---Andy-Triggs
Andy Triggs

Head of Investment

Raymond-James-Barbican---Jane-Goodwin
Jane Goodwin

Operations Manager

Tony Moss

Branch Principal and Chartered Financial Planner

Co-founder of Raymond James, Barbican, Tony has consistently built on the foundations he first established with Cumberland Place Financial Management back in 2002. He is passionate about providing a dynamic and enjoyable place to work where everyone can thrive and develop to the best of their ability. In turn, that means clients get the care and attention they deserve from a team that is truly passionate about delivering quality financial planning and investment advice.

Outside of work he enjoys time with his family and playing football and padel tennis whenever possible. He loves trekking and so far, has ticked off the list: climbing Kilimanjaro, Sahara Desert trek, Salkantay trek to Machu Picchu, Peruvian Amazon and the Laugavegur Iceland Trail.

 

 

Robert Goldschmidt

Branch Principal and Chartered Financial Planner

Robert is an experienced Chartered Financial Planner. Known for listening to and working closely with his clients, his drive and commitment to them and the Raymond James Barbican team is central to why he helped found the business. He is proud of the special organisation we have built, with its reputation for quality investment management and financial planning.

He likes to spend his non-work time, when not doting on his grandchildren, walking with his wife or when able to cycling and wild swimming.

Oliver Morrall

Chartered Financial Planner

With over 15 years’ experience in the financial services industry, Oliver is a Chartered Financial Adviser and Fellow of the Personal Finance Society, having achieved the Chartered Insurance Institute’s highest award.

Many of Oliver’s clients require technical financial planning including advice on retirement, investments and preserving their wealth, tax efficiently, for the future. Oliver has an excellent reputation for putting clients first with innovative holistic planning. Empathising with individual client’s requirements, he creates financial plans that are insightful, clear and simple to understand.

Outside work he enjoys spending time with family and friends, travel and playing racket sports.

Judith Parr

Chartered Financial Planner

Judith joined Raymond James, Barbican in 2023 having previously worked for firms in Watford and Hertfordshire. Judith left her first career in pharmaceuticals and qualified as a Chartered Financial Planner in her 40s to pursue her lifelong interest in personal finance.

Her clients appreciate her friendly nature, pragmatism, and ability to explain technical topics in plain English. Judith is also a Fellow of the Personal Finance Society, the Chartered Insurance Institute’s in the UK.

She is married with two teenage children and her favourite hobbies are historical London walks and live music.

Harry Robinson

Chartered Wealth Manager

Harry’s career started in 2011 having graduated from Exeter University with a Bachelor of Science Honours degree. He now has over 13 years’ experience in helping people understand and manage their finances to improve their life and achieve their goals. He is passionate about understanding each of his clients’ individual circumstances, needs and aspirations to help them build and protect wealth.

He is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities and Investments (CISI) as well as a member of the Chartered Insurance Institute (CII). He holds a number of high-level qualifications including a Certificate in Advanced Financial Planning and Diploma in Wealth Management.

Outside of work, Harry has a passion for all sports and regularly plays football, tennis and golf. He is married with two young children.

Don Brown

Chartered Financial Planner

As a Chartered Financial Planner with over 30 years’ experience, Don thrives on providing clients with easy-to-understand, straightforward advice, helping them to create and maintain wealth throughout their working lives and into retirement. Passionate about what he does, Don is a Fellow of the Chartered Insurance Institute – their highest award.

He considers himself a bit of a film buff who also really enjoys sport, particularly rugby and tennis.

Aneeka Patel

Chartered Financial Planner

Aneeka is a Chartered Financial Planner who has worked in financial services since 2013 and joined Raymond James, Barbican in 2023. She offers personalised financial planning to grow and protect her clients’ wealth and help to achieve what matters to them.

She is passionate about helping clients to feel in control and empowered to make informed decisions, supported by a unique plan that balances their short, medium and long-term objectives.

Outside of work, Aneeka enjoys recharging with a woodland walk, travel, catching up with friends and family, and getting stuck into a TV series.

Cuan Tait

Chartered Financial Planner

Cuan is a Chartered Financial Planner with over a decade of experience, specialising in creating bespoke financial strategies to assist clients in achieving their financial objectives. His expertise encompasses retirement planning, investment strategies, tax efficiency and estate planning. Committed to understanding each client’s unique financial aspirations, Cuan provides expert advice, empowering clients to navigate their financial journey with confidence and realise their objectives.

When he’s not at work helping clients, Cuan enjoys watching sports, travelling, and spending quality time with his family.

Harry Myers

Wealth Manager

Harry has worked in wealth management since 2016 in both London and Manchester. His career in financial services began after graduating with a BA Honours degree from the University of Nottingham and then obtaining his diploma in Financial Planning from the Chartered Insurance Institute (CII).  He is passionate about financial planning and helping clients grow their wealth and achieve their lifetime objectives. He provides services for a broad range of clients including private individuals, families, trusts and business owners.

Outside of work, he is a keen sportsman whether that is playing football, padel tennis or golf. He also loves to travel, experiencing different cultures and cuisines.

Nader Razak

Wealth Manager

Nader has worked in financial services for over 10 years and joined Raymond James, Barbican in 2023. His career began after he completed a BA in Business Management at the University of Brighton. As a Wealth Manager he works closely with clients and trusts to structure a bespoke financial plan which helps them grow their wealth and achieve their lifetime objectives.

Nader is a keen traveller who enjoys learning about new cultures, and most importantly the food.

Andy Triggs

Head of Investment

As Head of Investments at Raymond James, Barbican, Andy oversees our investment research activities and is a voting member on asset allocation and fund selection committees. With 15 years’ investment experience he has previously worked at Citi, Coutts and Cumberland Place. He holds a BSc in Economics and has been a CFA charter holder since 2014.

Outside of work Andy enjoys spending time with his young family and, when time permits, tries to squeeze in a round of golf.

Jane Goodwin

Operations Manager

Jane has over 30 years’ experience in management within financial services and has worked with Tony and Robert as their Operations Manager for over 15 years. As part of the management team, Jane’s priority is to build a high-quality team with robust processes to ensure that clients receive a consistently excellent service. 

Jane enjoys socialising with family and friends, but her favourite time is that spent with her granddaughter.

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