Bi-annual client survey

Client satisfaction

We are extremely pleased that our 2025 survey yielded another set of positive results.

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Listening to our clients

The Raymond James UK Client Opinion Survey is designed to seek feedback from investor clients about the service they receive from their wealth manager. The survey is carried out every two years, most recently in late 2025.

Approach

Raymond James is committed to acting in the best interests of our clients at all times. The Financial Conduct Authority (FCA) refers to this as Consumer Duty, which is a core part of their approach to regulation and ensures that clients receive good outcomes when doing business with regulated firms.

The survey was sent to 7,841 investor clients with 2,197 responses, between 26 November – 19 December 2025.

Survey highlights

We are extremely pleased that our 2025 survey yielded another set of positive results.

93%

of our clients are satisfied with Raymond James.

96%

of our clients are satisfied with the service they receive from their Raymond James wealth managers and teams.

91%

of our clients believe that our products and services meet their needs.

86%

of our clients believe the products and services offered provide a fair value for money.

75 NPS

Net Promoter Score*

*A Net Promoter Score (NPS) is calculated by asking the question “On a scale of 0 to 10 where 0 means “Not at all likely to recommend” and 10 means “Extremely likely to recommend” how likely are you to recommend Raymond James to a colleague or friend?” Those that score 10 or 9 are classified as promoters and those that score less than 7 are classified as detractors. The score is calculated by the formula = promoters % – detractors %, meaning that the score can range between -100 and 100.

It’s important to note that using 7-8 as a passive rating within NPS is a very conservative measure.