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About Raymond James

Raymond James supports entrepreneurial investment managers and investment focused financial planners who run growth orientated practices with a strong management and compliance culture.

These independent wealth management professionals service high net worth private clients with complex financial needs. They also service mandates for institutional clients such as charities and pension funds.

Market Commentary and How to Contact Us

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Edwards and Edwards open first Raymond James Liverpool branch

We are delighted to welcome Paul Edwards and Glyn Edwards as new Branch Principals of Raymond James, Water Street. The duo were interviewed by Citywire about their new business. Read the article here. A subscription to Citywire is required to read this article. Continue reading

Market Commentary & Insights See all >

Weekly Headings

Key Takeaways Asset allocation & perspective should go ‘hand-in-hand’ Shutdowns ‘played into’ certai… Continue reading

Weekly Headings

Key Takeaways US Economic Recovery Has ‘Many Miles To Go’ Not All Sectors Of Spending Are On The ‘Right Ro… Continue reading

Mentoring: The 15-Minute Game Changer

Investing a small amount of time in mentoring reaps big rewards for both parties involved. There’s a new colleagu… Continue reading

Our Services

Independent Contracting

Establish and grow your own successful boutique wealth management business, with our support and backing

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Professional Partnership

Establish an in-house investment management service through a Professional Partnership with Raymond James

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Investment Management Platform

A progressive wealth management solution with optimal efficiency and control for your directly authorised firm

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