Case Studies

Learn more about Raymond James from the wealth managers who work with us

Independent Contracting

Raymond James, Hitchin

Susie Bewell and Faye Silver

Raymond James, Hitchin

Raymond James is open platform, allowing us to facilitate the investments suitable for our clients, which is a big plus More information

Raymond James, Thorpe Park Leeds

Rupert Forrest

Raymond James, Thorpe Park Leeds

Raymond James has continued to support the growth of my business. The Relationship Management team provides a consistent point of contact and a first port… More information

Raymond James, Ribble Valley

Wayne Hayhurst

Raymond James, Ribble Valley

Raymond James provides me with the perfect blend of autonomy to run my own successful business combined with a high level of support. More information

Professional Partners

Arcrate

Raul Renjel

Arcrate

I am proud to say that I work with Raymond James. Raymond James is far more than just a wrap platform More information

Investment Management Platform

Yellowtail Financial Planning

Dennis Hall

Yellowtail Financial Planning

One of our core values, is integrity. We got the strongest sense of a match of integrity when talking to the people at Raymond James. More information

Dragon Investment Managers

Colin Wickens

Dragon Investment Managers

If we knew then what we know now we would have had made the decision four years earlier! More information

Harpsden Wealth Management Ltd

Ian Brady and Jeremy Arthur

Harpsden Wealth Management Ltd

We wanted to stick to our core competencies; portfolio management and providing clients with bespoke advice. Raymond James took all the other work off our… More information

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