Case Studies

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

Independent Contracting

Raymond James, Royal Exchange

David Stevens

Raymond James, Royal Exchange

David Stevens is a Branch Principal and Senior Investment Manager of the Royal Exchange branch where he reunited with David Roblin in May amidst the… More information

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

Investment Management Platform

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