Wealth Manager

Adrian Williams

Investment Management

Alan Walsgrove

Investment Manager

Alan's Biography

Alan began his career as a financial adviser and stockbroker in 2001 and has continued to provide pension, investment and stockbroking services to individual investors and businesses.

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Wealth Manager

Andrew Coveney

Wealth Manager

Andy Butcher

Financial planner

Andy's Biography

After graduating with a Masters in Economics, Andy began his career in accountancy with EY, building up an understanding of financial accounts. He joined the financial services industry in 2008, a few months before the financial crisis. Joining an Independent Financial Planning company during this period provided Andy with invaluable experience that has defined his philosophy and work ethic. It was apparent that the crisis affected clients in different ways, but one key theme stood out – clients need to fully understand their investment portfolios. Building on his early experiences, Andy is committed to ensuring his clients fully understand the advice he gives them, as well as how their investments are managed. It is this understanding that helps to develop his relationships with clients, on both a personal and professional basis. The emphasis on client relationships is very much the bedrock of Raymond James, Jewry Street. Andy prides himself on his technical knowledge. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, having won awards along the way recognising his technical knowledge. Most notably, Andy was awarded the 2014 Insurance Institute of London (IIL) Award for being the highest achiever of all IIL candidates when completing the Advanced Diploma in Financial Planning examinations. He had previously been awarded the IIL ‘Certificate in Financial Planning Prize’ when completing the Certificate of Financial Planning earlier in his career. While having this level of expertise to call on has undoubtedly benefitted his clients, it is Andy’s eagerness to continue learning that ensures his advice remains relevant. Andy deals with all aspects of financial planning, but his qualifications mean he specialises in pensions and tax planning, where his technical skills can be best utilised. Financial plans are often not straightforward, so Andy’s ability to explain a complex solution in straightforward language is key to building solid relationships. It is these strong relationships that ensure Andy can focus not just on what his clients want, but also on what they need. It is this desire to focus on building long term relationships that inspired Andy, along with Ed Froggatt, to set up Raymond James, Jewry Street, where they can both focus on delivering an exceptional service to their clients across the full financial planning spectrum. Outside of work, Andy enjoys spending time with his wife, son and daughter, and when time permits, the occasional round of golf.

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Wealth Manager

Andy McNab

Wealth Manager

Andy's Biography

Andy holds the Chartered Financial Analyst designation and is also a Chartered Wealth Manager. He has worked as a Discretionary Investment Manager for over 18 years looking after a range of clients that include individuals, trusts, charities and corporates. Andy is married with two children and in his free time is a keen mountain biker.

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Wealth Manager

Audrey McKinstry

Wealth Manager

Audrey's Biography

"Audrey is a co-founder of Raymond James, Chowley having been involved in private client investment management since joining William F Coates & Co, Stockbrokers in March 1987. With a wealth of experience in investing and markets, gained over 33 years, it is this which Audrey draws upon to provide a broad range of portfolios for individuals, their families, Trusts and Charities. Whilst looking to grow and preserve wealth, of equal importance is taking the time to listen to clients, to build strong client relationships, delivering investment management based on their specific needs. Audrey is a Chartered Fellow of the Chartered Institute for Securities and Investment as well as a Chartered Wealth Manager."

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Wealth Manager

Bill Hunt

Wealth Manager

Charles Campbell

Wealth Manager

Charles Nicholson

Wealth Manager

Charles's Biography

I have been managing client portfolios for over 20 years in the North East and throughout the country. I began my career working at a number of placements at some large fund and investment management companies before settling on private client investment management. I was a founding director of Iain Nicholson Investment Management where as Investment Director I was responsible for asset allocation and management of client portfolios and more latterly Head of Newcastle for Sanlam Private Wealth. I am a Fellow of The Chartered Institute for Securities and Investments and a Chartered Wealth Manager. My objective is to offer a personal approach where knowing you well is integral to fulfilling your requirements. No one is exactly the same and everyone has their own aspirations and needs. It is our responsibility to listen, understand and help you achieve your objectives.

Contact Charles

01912 064 187
invest@charlesnicholson.co.uk
Charles Nicholson Asset Management office

Wealth Manager

Charles Wood

Investment Manager and Branch Principal

Charles's Biography

From an early age I was taught to spend only what you have and to save up for things. I remember being given the job of counting the coppers that my parents collected in a large pewter jug and being able to keep whatever didn’t make a whole £1. I had a children’s savings account for which I was allowed to look after the pass book and I used to pay in my pocket money along with birthday and Christmas money and could see the compound effect of the interest building up in it. I was always interested in ways I could earn money, whether by washing the car, cutting the grass, having a paper round or, in my teenage years, working in a supermarket and in a golf club kitchen. My parents worked hard to give our family a comfortable life and always saved for the future. However, when they went through a divorce it taught me not to take anything for granted and provided me with the motivation to be self-reliant and more financially aware. It taught me what could happen and to be prepared in life for the unexpected. After A levels, I decided to go to university and study economics as I had enjoyed the subject and wanted to learn more about how the financial system works and how this can be modelled. I didn’t know what financial planning was but I knew that I wanted to work in financial services in some capacity. After graduating (as unfortunately there were no vacancies for a rock star!), I managed to find a job at a financial adviser specialising in retirement advice and based in the City of London. At this point I just wanted a job and to avoid ending up working at HMV; however I soon realised that I could make a difference to people’s lives by helping them to make informed decisions about their retirement and despite being young, I was able to show clients that I could help them by providing impartial advice which put their needs first. In my early twenties, my best friend was diagnosed with cancer and this reinforced my view that nothing is forever, that we all need to plan for an uncertain future and being able to enjoy life is very important. He had worked very hard to start his career and was in a position where without an understanding employer, life would have been even more difficult. Thankfully he fully recovered but I decided that I wanted to take what I had learned about retirement advice and add to this by learning how to help people of all ages to plan for their objectives but also to have protection for them and their families if things do not go to plan. To continue this journey I joined a financial planning firm in the West End of London who shared my desire to provide the best advice possible, to help clients in times of success but also to be prepared when things do not go to plan and be there when help is needed. I was also able to help pass on the knowledge and skills that I had gained to other future financial planners. After 15 years of providing financial planning and assisting in the building of a strong team-based approach, I decided the time was right to join the team at Bloomsbury Wealth. My role at Bloomsbury enables me to develop and continue with my passion for helping families overcome the challenges involved in managing complex affairs and to achieve their personal and financial goals. I also still enjoy mentoring the next generation of financial planners, therefore in my own small way I am ensuring that future generations have access to the benefits of client focused financial planning.

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Wealth Manager

Chris Meecham

Wealth Manager

Chris's Biography

Chris is an experienced investment professional having worked as an investment manager for 30 years. He enjoys meeting and advising clients as well as following markets and managing client portfolios. Between 2007 and 2017 Chris was head of Brewin Dolphin’s Oxford office, and prior to that, a Divisional Director of Gerrard, Albert E Sharp, and Brown Shipley in Oxford. Chris graduated with a 2.1 in Energy Technology and Management and then went straight into finance. He started his career at Quilter Goodison in London in 1987 just in time to experience the sharp fall in markets in October that year. Chris is a fellow of the Chartered Institute for Securities and Investments and manages portfolios for private clients, trusts, and companies as well as pensions and charities, and he has particular experience working with solicitors and accountants to manage trust portfolios. Chris is an Oxford local. He grew up in Milton-under-Wychwood and went to Burford School. Outside work, Chris enjoys spending time with his young family, travelling and the occasional game of sports.

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Wealth Manager

Dasha Plotnikova

Wealth Manager and Branch Principal

Dasha's Biography

Working with the end investor is extremely rewarding and gives you a great sense of accountability. There is no screen to hide behind and you can see the direct impact of your recommendations. You can see how an intangible service can have very tangible effects.

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Wealth Manager

David Ferry

Wealth Manager

David's Biography

David belongs to the small group of professionally qualified Certified and Chartered Financial Planners with the added advantage of over 30 years of practical advisory experience. His career background has included working for many years as a financial planner and investment manager with professional service companies such as Ernst & Young and BDO Stoy Hayward. David holds appropriate qualifications and authority to manage client portfolios on a discretionary basis. As a result, he is positioned to manage your investments to meet your objectives, within agreed parameters, releasing you from the stress of day-to-day investment management. His desire to provide the highest level of advice and service is nothing new. In 1998 a mystery shopper from the financial services profession gave David the highest mark that year and made the following comment:, “The adviser gave the shopper sound and professional advice on top of having a likeable personality.” Most importantly, David never compromises his personal or professional integrity, or work ethics. You can be assured that he will advise you with an overriding passion to maintain a lifetime business relationship.

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Wealth Manager

David Oakes

Wealth Manager

David Robin

Branch Principal

David's Biography

"David is a Branch Principal of our Hanover Square branch and a fellow of the Chartered Securities Institute. Having served for eight years in the British Army, David has worked for 30 years in private client investment management for firms Henderson Crosthwaite, NCL Smith & Williamson and Brewin Dolphin. He joined Raymond James from JM Finn in 2019. David offers Investment Management to Private clients, Investment companies and Trusts providing a bespoke personal service using a wide range of portfolios including ISA’s, Self Invested Pension Plans, Offshore Bonds, Junior ISA’s and Personal portfolios. Investment strategies are personal and suited to the client’s individual needs and requirements. David is married to Alice with two children and lives in West Sussex where he enjoys a wide variety of sports including golf, tennis, cycling and walking his Sealyham terriers on the South Downs!"

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Wealth Manager

David Stevens

Branch Principal

David's Biography

"David is a Branch Principal of our Hanover Square branch and a Fellow of the Chartered Securities Institute. He has spent much of the last 30 years in the City. Working in the London Insurance market for 10 years, he moved into the world of stockbroking and private client investment management in 1999, joining NCL Investments, before spending eight years each at Brewin Dolphin and JM Finn where he looked after a wide range of private client portfolios. David joined Raymond James in 2020. David looks after private clients through the bespoke management of a wide range of portfolios for individuals and companies, including personal portfolios, ISAs, pensions, trusts (on and offshore), Investment Companies, estate planning bonds and junior ISAs and, where appropriate, working closely with the client’s intermediaries. He is married to Louisa and they have two young children. He is a member of several sporting clubs, enjoying playing cricket for Mogador Wanderers CC and golf at Hankley Common GC. He also plays tennis and is a keen skier."

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Wealth Manager

Derek Mackinla

Wealth Manager

Doug McCance

Wealth Manager

Doug's Biography

"Doug specialises in providing bespoke investment solutions for clients which can assist them to achieve their long term financial goals. He has in-depth knowledge of investments and financial markets. He has completed an array of academic qualifications to compliment his real life investment experience. He started his investment career in 2007 at Brown Shipley after studying Mathematics with Finance at Leeds University. He worked as an Investment Director at Close Brothers from September 2014 before co-establishing Raymond James, Spinningfields in November 2020. In his spare time Doug enjoys playing any sport, going to the cinema and listening to music."

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Wealth Manager

Ed Froggatt

Wealth Manager

Ed's Biography

"Ed has worked in Wealth Management for over 20 years, most recently as an Independent Financial Adviser for a small Wealth Management business. For the 10 years preceding that, Ed worked at Lloyds Private Bank, advising clients across Central London on all aspects of their finances. During that time, he was based opposite the Royal Courts of Justice and was focused strongly on the legal profession, guiding individuals on their investments and financial planning. His past employment has provided Ed with experience in both a large corporate institution with its primary focus on compliance, and in a small independent practice which allowed him to focus on personal service. Together, they have given him a thorough understanding of financial planning in these ever-evolving times, as it is important to be able to provide a personalised service without the constraints of a large corporate institution. Given the world we live in now, it is vitally important to have respect for the past, a clear understanding of the present and the ability to react wisely for the future. The last 15 years have seen some very challenging times. Ed knows you need to enjoy it when things are going well but perhaps more importantly, he will be there when they are not – whether that is for financial or more personal reasons. He puts understanding and expertise, and – more importantly – his client’s objectives, values, and aspirations at the heart of what he does. Ed recognises that relationships are built on credibility, trust and respect, and these are the core beliefs upon which Raymond James, Jewry Street, was founded. Outside work, Ed enjoys family life. He loves being outdoors and all forms of sport. He keeps fit by running regularly as well as playing golf and fly fishing."

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Wealth Manager

Faye Silver

Wealth Manager and Branch Principal

Faye's Biography

"Faye joined Raymond James, Hitchin in August 2004 and became joint Branch Principal with Susie Bewell in February 2017. Faye specialises in helping clients and business owners with their investment needs. She especially enjoys helping clients, who may have had limited exposure to investing, gain confidence and understanding of the investment process. Faye is a founding member of the Raymond James Women’s Wealth Management Networks advisory council and is passionate about the promotion of diversity into the Wealth Management industry. Faye has a high profile within the local community through her work with fundraising and networking events. She is a long-term member of the Women in Business Network and hosts Hitchin Business Buzz. She lives in Hitchin, with her partner Layth, daughters Evie and Mia, Saroo the Cockapoo and Cosmo the cat. Faye is happiest when surrounded by her family and friends."

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Wealth Manager

Gary Fawcett

Chartered Wealth Manager

Gary's Biography

Gary has been looking after clients and their investments for over 23 years. He first became interested in finance at secondary school, where as part of a Yorkshire Bank programme, he volunteered to run a school bank branch. He later went on to study Business Studies at university, where he began to gain insight into the stock market and became fascinated with the movements of the markets. Over time, his focus and enjoyment shifted towards getting to know people and helping them to reach their financial aspirations. When Gary isn’t focusing on his clients, he’s often busy connecting and collaborating with local businesses. You’ll also find him taking part in charity events and golf days. He is a member of the Newcastle United Foundation Business Board, a committee member of the regional Lord’s Taverners Committee, and a member of the Sick Children’s Trust’s Toon Council. Gary has also given guest lectures for Newcastle Business School at Northumbria University and has been a regular commentator on local and national media since 2007. Gary lives with his wife Andrea and their three children – Elliot, Aidan and Abigail. They also share their home with three pets: Lincoln the labradoodle, Lily the rag doll cat and Scorch, the bearded dragon.

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Wealth Manager

Glyn Edwards

Branch Principal & Investment Manager (MCSI)

Glyn's Biography

"Glyn has worked in the investment management industry since 2003, initially as a Dealer and subsequently as Investment Manager with Blankstone Sington. Glyn is a qualified Chartered Wealth Manager and designated a Chartered Fellow of the CISI. He served as CISI Liverpool & North Wales President between 2010 and 2012 and still contributes to the local committee. As Branch Principal, his time is split between a client-facing role and the day-to-day running of the branch."

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Wealth Manager

Graham Lucas

Investment Manager

Graham's Biography

"Graham graduated from Oxford Polytechnic (Oxford Brookes University) in 1990 with a 2:1 Honours degree in Urban Estate Management and initially pursued a career in Chartered Surveying before moving to the financial services sector in 1993. Graham built up his experience as an IFA before specialising in Discretionary Investment Management in 2001. Having helped build a successful business at BDO Stoy Hayward, Graham joined Kleinwort Benson in 2006 to set up and run their new Birmingham office. In 2013, Graham established Raymond James,Chamberlain Square, a branch of Raymond James Investment Services Ltd. The aim was to build a boutique investment management practice dedicated to meeting the needs of clients. Graham uses the experience of top tax planning practices and his private banking experience to provide a unique proposition to his clients. During his time in the industry, Graham has championed the need for bespoke investment solutions tailored to individual client needs. He is opposed to the homogenisation of investment solutions and the packaging of investments which can result in compromised outcomes for clients. Graham is married with two sons. His interests predominantly involve sport, music and the theatre. Graham is a keen skier and a frustrated guitarist."

Contact Graham

0121 314 7194
Graham.Lucas@RaymondJames.com
Raymond James, Chamberlain Square office

Wealth Manager

Greg Mahon

Branch Principal and Investment Manager

Greg's Biography

"Greg established Raymond James, Chichester in March 2020 to manage investment portfolios for private individuals, associated family trusts and pensions, as well as charity clients. Greg spends the majority of his time managing client portfolios and is part of the investment team. Greg has spent his entire career in the finance industry, the vast majority of which has been private client investment management, having started in institutional stockbroking. Until November 2019 Greg was head of Rathbones investment management business in Chichester where he had worked for 17 years, the first 8 years as an investment director and the latter 9 years as regional head, responsible for the Chichester office, its management, direction, and future development. He sat on the regional management committee as well as various other committees and projects. During the 17 years Greg was at Rathbones he led the team as well as the strategy, which grew assets under management from below £100m to over £600m. His client base is largely made up of individuals, family groupings and charities. His clients are mainly concentrated in West Sussex and London, with a few overseas. Prior to Rathbones, Greg worked for Premier Asset Management developing its private client business, including the acquisition of Johnson Fry’s private client business from Legg Mason. Greg spent 9 years working for Murray Johnstone Private Investors both in London & Glasgow and was one of two principals responsible for establishing the private client business at the HQ in Glasgow. He has also worked for Smith New Court (now Merrill Lynch) both in market making and institutional sales-trading. Greg is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. Having achieved the Investment Management Certificate (IMC), Greg is also an IMC member of the CFA (Chartered Financial Analyst) Society of The UK. Greg is a trustee board member of 2 locally based charities, Stonepillow and The South Downs National Park Trust, and involved with a number of community-based projects in and around Chichester, as well as the wider county."

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Wealth Manager

Hans Price

Wealth Manager

Hans's Biography

Hans entered the world of investment management through the door of the traditional stockbroker Albert E Sharp, in 1994. Over the next few years he gradually progressed from an International Settlements clerk to Head of the International Dealing & Settlements department. It was a dynamic and enjoyable time, but a liking of people and a desire for more human interaction was the catalyst for study and an eventual change to the management of discretionary and advisory private client portfolios in 1999. Hans manages a wide range of portfolios for individuals, trusts, companies, pensions and charities, and works very well with trusted financial planners where required. Hans has a focus on building meaningful long-term relationships. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. A divergent hairstyle makes it relatively easy to spot Hans running about town or around the countryside near his home. With three sub-three-hour marathons for Woodstock Harriers which he is invariably eager to talk about, it is probably best never to ask. Equally dangerous is the subject of Real Tennis. There are only 45 courts in use in the world today, one of which we are privileged enough to have in town. Oxford University Tennis Club’s court in Merton Street is the second oldest in England and Hans plays there as regularly as he can, although he enjoys each game far more than his achievements in the field might suggest.

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Wealth Manager

Harry Burnham

Wealth Manager

Helena Bakunowicz

Wealth Manager

Wealth Manager

Hugo Pring

Wealth Manager

Ian Kavanagh

Wealth Manager

Ian's Biography

Ian formerly worked for Hargreave Hale and Brewin Dolphin, managing private client portfolios, before which he worked as an IFA with Towry Law (now known as Tilney), where he advised on areas such as pensions and tax efficient investing. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Contact Ian

020 3918 6030
ian.kavanagh@manorbridge.com
Manorbridge Investment Management office

Wealth Manager

James Carrick

Chartered Wealth Manager

James's Biography

James has been looking after a wide range of clients and helping them with their financial goals and investments for almost a decade. After studying Economics in his later years at school, James became fascinated by the importance of financial markets and how they impact everyday life. He later went on to study BSc Economics & Finance (International) at the University of Leeds. During his degree, he also completed a year of study abroad at the City University of Hong Kong. After only two years into his career at RBC Brewin Dolphin, James fully qualified as a Chartered Wealth Manager. Since then, James has enjoyed developing his extensive network in his hometown of Newcastle upon Tyne to help people achieve their financial goals. He is extremely proud to offer a truly bespoke, locally managed approach to looking after individuals, families, entrepreneurs and local businesses with their investments. When not in the office, James is often busy connecting with the local community outdoors on the golf course, or at various charity and networking events. In his spare time, James enjoys pursuing his passion for travel as well as keeping himself fit through a wide range of sports.

Contact James

Wealth Manager

James Chandler

Wealth Manager

James Hymers

Wealth Manager

James's Biography

"James advises on all aspects of financial planning for company owners and high net worth individuals. He has in-depth knowledge of investments, pensions, protection and inheritance tax planning. He also specialises in cash flow planning which helps our clients visualise their financial future. In his spare time James enjoys keeping fit, playing golf and watching rugby, football and American football."

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Wealth Manager

Jane Conlin

Wealth Manager

Jeremy Harben

Wealth Manager

Jeremy's Biography

Jeremy graduated with a degree in Financial Services and began his career at Jupiter Asset Management in London. Having gained valuable experience of the fund management industry, a desire to be more client-facing resulted in a move to Gerrard in 2001 and the completion of the Securities Institute diploma. Following an eventual takeover of Gerrard by Barclays, Jeremy moved to Brewin Dolphin in 2006. He joined Raymond James in 2017 to ensure that he could continue to offer clients a highly personalised and bespoke service. Jeremy manages portfolios for private clients, charities, trusts and pension funds. He is also experienced in working with Independent Financial Advisers and their clients. Jeremy has developed an extensive knowledge of investment trusts, which is reflected in client portfolios where appropriate. Jeremy enjoys spending time with his family, but is often looking for an excuse to jump on his road bike. He is a rugby union fan and keen supporter of Northampton Saints.

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Wealth Manager

John Simpson

Wealth Manager

John's Biography

"John Simpson is co-founder of Raymond James, Chowley. Having started at Cazenove & Co in 1994, John has almost 3 decades of experience in investment management. His role focuses on generating wealth and preserving capital for individual clients, their families, their trusts and their pensions. John uses his professional experience in his role as Trustee for a number of local trusts. John is a Fellow of the Chartered Institute for Securities and Investment."

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Wealth Manager

Jonathan Mack

Wealth Manager

Kamal Haria

Branch Principal

Kamal's Biography

"Over the last 25 years, educating clients and their families on the risks and merits of investing over the medium to longer term has been one of Kamal’s priorities. Kamal understands clients aspiration to become financially independent to help them fulfil their dreams without financial worries. He believes that long term relationships are based on an in-depth understanding of his client’s financial position and aspirations. Kamal’s strength has always been his service to clients. He is highly experienced in managing client portfolios and currently looks after senior executives of listed companies, partners of accountancy and law firms, technology & healthcare executives and SME’s (Small and medium-sized enterprises). This includes managing their dealing, pension and investment ISA accounts, trustee assets, charities with income needs as well as corporate funds. Regular commentary on financial markets and relevant interesting themes have been Kamal’s strengths. There are several financial models that have been developed by Kamal to help him with his research on market risk and securities for his global portfolios. Prior to setting up his branch in November 2014 as part of Raymond James, Kamal worked as Head of Asset Management and chaired the Asset Allocation and Investment Committee at Daniel Stewart. As chair of the committee that consisted of analysts and economists, he ensured that all assets and investments selected for discretionary and advisory portfolios were thoroughly researched and discussed before selection and implementation. He also held a Senior Asset Manager post at Collins Stewart (now part of Canaccord Genuity). His role was to manage discretionary portfolios for ultra-high net worth clients and provided them with wealth management advice. The portfolios ranged from £2m to £15m. If you wish to know more Kamal will be delighted to have a chat with you to provide a brief on his style of management. He is a Chartered Fellow and Chartered Wealth Manager of The Chartered Institute for Securities and Investments."

Contact Kamal

Wealth Manager

Keith Stockdale

Wealth Manager

Wealth Manager

Leighton Bascom

Wealth Manager

Liz Kunzler

Investment Manager and Branch Principal

Liz's Biography

Liz has worked in Private Wealth Management since 1993 and has over 22 year’s experience. Following a B.A. Joint Honours degree in French and Spanish with Economics at Bristol, Liz began her banking career at Morgan Stanley. Whilst mainly based in Private Wealth Management, she also enjoyed a few years on the Fixed Income trading floor. She advises high-net-worth private clients from a wide range of sectors. Within the team she is responsible for business development and business management. Liz is FCA registered, formerly Series 3 and Series 7 registered and also holds the PCIAM CISI Level 6 Certificate. She is a French and Spanish speaker and enjoys scuba diving, photography and travelling. She lives in London with her husband and two children.

Contact Liz

Wealth Manager

Luke Evans

Chartered Wealth Manager & Branch Principal

Luke's Biography

Luke is the Founder and Branch Principal of Raymond James, Mayfair; where he leads with expertise and a commitment to excellence. With a deep-seated passion for wealth management, Luke has dedicated his career to helping clients as they aim to achieve their financial goals. He previously managed client portfolios at two branches of a prominent national wealth management firm, consistently delivering strong results. As a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a member of the Chartered Alternative Investment Analysts (CAIA), Luke’s credentials highlight his dedication and expert knowledge in financial services. He is renowned for his client-centric approach, ensuring personalised financial solutions and fostering long-lasting relationships built on trust and transparency. His deep understanding of financial markets and investment strategies enables him to navigate complex financial landscapes with confidence and precision. Away from the office, Luke enjoys spending quality time with his young family, as well as pursuing his passions for snowboarding, golf, and travel.

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Wealth Manager

Marco Sambucci

Wealth Manager

Marco's Biography

With over 30 years experience in the financial services industry Marco joined Mosaic Money Management in 2015 to apply his financial planning expertise for the benefit of our clients. After qualifying as a financial planner with Sun Life in 1989 and following 7 years at Aon Consulting, he was appointed to head up the financial planning team at Baker Tilly Accountants in Liverpool and Chester. In 2007, he became a divisional director in Brewin Dolphin's Chester office.

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Wealth Manager

Mark Beany

Branch Principal and Investment Manager

Mark's Biography

"Mark started his working life in 1981 with Scrimgeour Kemp-Gee, one of the UK’s leading stock broking firms which was subsequently acquired by CITI the giant American Investment Bank where he worked in their private division. He left CITI in 1991 to join Private Fund Managers, the London private client investment arm of the Edinburgh Fund Managers Group PLC where he was an associate director. He was recruited in 1995 by Whitehead Monckton in order to help establish the Investment Management Department. After 19 years, he left to set up Raymond James, Weald of Kent where he works as the Branch Principal. Mark was one of the first in the UK to be awarded the prestigious Chartered Financial Planning title and is also a fellow of the Personal Finance Society, and Chartered member of the Chartered Institute for Securities. Mark spends a lot of his free time researching and for relaxation runs, enjoys hill walking and as well as taking family holidays when time permits. He also hopes to master golf."

Contact Mark

01622 691600
enquiries@raymondjameskent.co.uk
Raymond James, Weald of Kent (Tenterden) office

Wealth Manager

Max Scholey

Wealth Manager and Branch Principal

Max's Biography

I am an outgoing person and love to build strong and meaningful relationships with all of my clients. I love feeling that I am helping someone, be it guiding them through a difficult time, highlighting an option that they were unaware of, or simply allowing them to focus on the important things in life, be it family, friends or themselves.

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Wealth Manager

Neil Jones

Wealth Manager

Neil's Biography

Neil began his career in 1996 and has worked at a number of leading investment management firms, including Brewin Dolphin and HSBC James Capel. He provides much of the strategic asset allocation overview for portfolios and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Contact Neil

020 3918 6030
neil.jones@manorbridge.com
Manorbridge Investment Management office

Wealth Manager

Nicholas Fox

Branch Principal

Nicholas's Biography

He is a highly experienced professional investment manager having spent over 30 years analysing and investing in UK equities. Nicholas started his career at Sun Alliance, learning how to analyse companies. After three years he joined Equitable Life as an investment manager responsible for various industrial sectors. In due course he was given responsibility for investment in UK smaller companies, gaining valuable knowledge of many companies which have grown to be very successful growth businesses. He began managing private client portfolios in 2007 and quickly discovered that quality of service was at least as important as investment results. A hallmark of his service became the close relationships he built with his clients. The knowledge developed earlier in his career of high quality, well-managed and financially strong companies helped to benefit his client base as he introduced several of these companies into their investment portfolios.

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Financial Planning

Nick Gartland

Financial Planner

Nick's Biography

Nick has been an Independent Financial Planner for over 25 years, advising individuals and families on how best to structure their assets and investments. He is a pensions specialist, with experience of working at a number of the largest investment companies and actuarial practices, he has built a loyal following. Nick is married with two grown up daughters and is an avid golfer, having been a member of The Bradford Golf Club for over 40 years.

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Wealth Manager

Nick Hair

Wealth Manager and Branch Principal

Nick's Biography

"Nick has worked in the Investment management industry for over 27 years and is a Chartered Fellow of the chartered institute for securities and investments. Starting his career as a stockbroker, Nick progressed into portfolio management and later became a Vice President of a wealth and investment management company. In 2015, Nick chose to leave Barclays and join Raymond James. He chose Raymond James as he was looking for a home to look after his clients and their families for many years to come. Nick found Raymond James to be a progressive business but, most importantly, a business that truly focuses around its core values. At the forefront of that is the client. Nick lives in Harrogate with his wife Daniella, and daughters Holly and Heidi. He is an enthusiastic sportsman, with experience playing competitive Rugby and mixed martial arts. He is also a keen skier and spends most of his spare time outdoors walking in the lakes, moors or dales, skiing or surfing. Nick is a Trustee of the Board of Governors of Ashville College and a member of the Ashville Foundation."

Contact Nick

Wealth Manager

Nick Levens

Chartered Wealth Manager & Branch Principal

Nick's Biography

Nick Levens has worked in financial services for over 25 years having started his career in 1996. Most recently, and for the past 17 years, Nick has worked for Sanlam Private Wealth (formally Border Asset Management) where he managed investment funds of £100m on behalf of private clients, charities, trusts and corporate clients. During his time, Nick has developed an excellent skill set as a wealth manager and gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investment. The aspect of being a wealth manager Nick most enjoys is the time he spends with clients, getting to know them and building strong, long-term relationships. In his spare time Nick enjoys travelling, scuba diving, snowboarding and golf. He is married to Karen with two teenage boys and a Giant Schnauzer called Milo. Nick and Karen are also foster carers.

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Wealth Manager

Nicola Tomlin

Branch Principal

Nicola's Biography

"I am a Chartered Fellow of the CISI and a Chartered Wealth Manager and I have been looking after clients for over 30 years. I began my career at Charles Stanley and in 2016 I was one of the founding partners of Raymond James, Solent, a branch of Raymond James in Hampshire. The successful growth of that business, and the supportive technology offered by Raymond James, meant that I could move the business closer to home, and so Raymond James Hart came into being in 2019. I am excited to be able to spend less time commuting and more time visiting and looking after my clients, many of whom have become more like friends. What is important to me? Integrity, trust, honesty and placing the client at the heart of every decision that we make. I share these guiding tenets with Raymond James which places a huge emphasis on the culture of the firm, this is why I believe that it is the right place for my clients. In 2018 I was invited to sit on the Advisory Council to the newly launched Raymond James Women in Wealth Management Network which aims to attract, support and retain women in our very male dominated industry, something I feel very passionate about. Spending time with my husband Clive and daughter Lottie, gardening, photography and music are all important in my life oh, and chocolate, that’s very important too!"

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Wealth Manager

Paul Edwards

Branch Principal & Investment Manager (MCSI)

Paul's Biography

"Paul has worked in the financial services sector since 2003. He qualified as a Financial Adviser and Stockbroker with Edward Jones in 2008. He is a Chartered Wealth Manager and a member of the CISI. As Branch Principal, his time is split between a client-facing role and the day-to-day running of the branch."

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Wealth Manager

Paul Fellerman

Wealth Manager

Paul Stevens

Branch Principal and Investment Manager

Paul's Biography

Paul began working in the private client industry at Grieveson Grant stockbrokers, and then joined Kleinwort Benson Private Bank where he was Co-Head of Collective Investments. Paul founded 1st Port in 2004 and his expertise includes managing private client portfolios, including trusts and charities, as well as portfolios for corporations. Paul knows the investment funds market extremely well, having established the analytical and evaluation process for such investments at Kleinwort Benson. Paul started his career in financial services in 1985 and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He is a founder member of the Guild of Investment Managers.

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Wealth Manager

Paul Whitehead

Chartered Wealth Manager | Branch Principal

Paul's Biography

"Paul Whitehead is the Branch Principal of Raymond James, Wessex and a Chartered Fellow of the CISI as well as holding the Diploma in Regulated Financial Planning. Paul oversees a professional team that provides a leading wealth management service to private clients and families across the UK. This includes both financial planning and investment management services depending on client requirements and supported by a knowledgeable and highly experienced team. Having joined Raymond James in 2021 after 12 years at Brewin Dolphin, Paul takes great pleasure in building relationships across generations with his clients and providing them with a truly personal service. He established the Cheltenham Spa branch which has recently merged with Raymond James Exeter to form Raymond James, Wessex. Paul enjoys meeting with our clients regularly whether that is at a client’s home or in the office to ensure we have a full understanding of their needs and objectives which will inevitably change over time. He also has a keen interest and passion for investing and markets which are ever changing and create both challenges and opportunities. Outside of work Paul has a young family with whom he enjoys ‘relaxing’!"

Contact Paul

01395 548458
Wessex@RaymondJames.com
Raymond James, Wessex (Cheltenham Spa) office

Investment Management

Paul Wilson

Investment Manager and Branch Principal

Paul's Biography

I began life as an IT technician but my life changed forever after seeing an advert for The Penny Share Guide on The London Underground back in the 1990s. Within two years I had retrained and cut my teeth as a stockbroker in Milton Keynes amid the technology-led stockmarket boom. After lengthy stints managing branches of well-known wealth management companies, I became frustrated at the way in which portfolio construction was increasingly performed by anonymous committees and not by those actually talking to clients. The word bespoke is too often bandied about in the investment world, but only when the investment management is done by those that know and understand a client’s needs intimately can a truly personalised service be delivered. With that in mind, I established Raymond James, Buckingham in order to take control of the investment process and to deliver a highly personalised investment solution at an affordable cost.

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Wealth Manager

Peter Dunham

Wealth Manager

Peter's Biography

"Peter first began his financial services career with District Bank back in 1962 and subsequently had considerable experience in the life assurance and investment industry until establishing his own investment management business in 1984. That bank of course no longer exists and many of the traditional practices enjoyed in the investment arena have been ‘modified’ by regulation. His process however has evolved through all of these changes whilst still maintaining essential technical analysis principles. He manages investment portfolios for private clients, trustees and pension arrangements on a discretionary basis, with Clients in all four corners of the UK and works closely with clients, tax planning advisers and legal representatives. Married with a young family, he finds that there is little spare time, but they all enjoy “messing about on the river” when time and weather permit!"

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Wealth Manager

Philip Okell

Wealth Manager

Philip's Biography

Philip joined Deloitte Haskins and Sells in 1977 after graduating from Bristol University with a degree in Politics and Economics. Soon after qualifying as a chartered accountant he joined the Liverpool based stockbroker Tilney & Co in 1981 where he became a partner in 1985. After initially managing private client portfolios he was instrumental in creating the institutional client division, Tilney Fund Management. He headed this up from 1991 until his departure from the Group in 2006 to set up Mosaic Money Management. Philip manages private client portfolios and can demonstrate a long track record of adding value to client investments. He is also a non-executive director of The Rechabite Friendly Society Limited.

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Wealth Manager

Rachel Tilburn

Wealth Manager

Richard Arris

Wealth Manager

Wealth Manager

Richard Fowler

Wealth Manager

Richard's Biography

"Richard began his career in 1989, in the City with UBS Phillips & Drew. He left London to join the Bristol office of Albert E Sharp in 1994, where he was based in and around Gloucestershire managing portfolios for Private Clients, charities and trusts either directly, or in conjunction with clients’ other professional advisers; he joined the Raymond James, South Cotswolds office in 2017. Whilst he hung up his boots a long time ago, Richard has retained his involvement with local football through his role as Welfare Officer for Rodborough Youth FC. As his three children are now in their twenties, he is enjoying a little more spare time, often spent exploring the Cotswolds (and beyond) by motorcycle."

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Wealth Manager

Rob Brotherton

Chartered Wealth Manager

Rob's Biography

Rob has worked in financial services for over 25 years and has always demonstrated a head for numbers. Studying business studies and specialising in finance at university sparked an interest in investments, markets and the wider economy, which in turn led to a career in wealth management. Rob enjoys getting to know his clients in order to tailor solutions to their individual circumstances and needs. He is a Chartered Financial Planner and a Chartered Wealth Manager. Outside of work, Rob has always been a keen sportsman, although his preference these days is for nothing more energetic than a round of golf. Rob lives with his wife, Gemma, and together they enjoy time exploring Northumberland’s spectacular coastline and historic attractions.

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Wealth Manager

Robert Allman

Branch Principal

Robert's Biography

"Robert has worked in wealth management for over 20 years. Advising High Net Worth and Ultra High Net Worth clients and their families on all aspects of their investments and financial planning. Previously working in Wealth Management at Barclays Private Bank and as a Partner at Artorius Wealth. Robert holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Robert also holds a Diploma in Financial Planning with the CII. Outside of work Robert enjoys spending time with his family and three young children. Robert also loves playing squash and tennis and generally keeping fit."

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Wealth Manager

Robert Goldschmidt

Branch Principal and Chartered Financial Planner

Robert's Biography

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 branch. 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.

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Wealth Manager

Robert Rockie

Investment Manager and Branch Principal

Robert's Biography

Having graduated with a degree in geology in a year in which the oil price halved, which meant that nobody wanted to hire anyone new to go looking for hydrocarbons, I found myself in need of an alternative career. Lesson learned – don’t bank on doing something when external factors over which you have no control can prevent it happening. After a while, I found a firm in central London whose name contained the words ‘financial planning’, a term which I had never encountered before. Until then my knowledge of financial matters was limited to managing a student budget and buying some British Gas shares at issue, which I thought would hardly qualify me to advise anyone else. However, after a remarkably straightforward interview process, I was hired. It then took me a little while to discover that what went on there was far removed from what financial planning actually is, so although I didn’t stay long, I did pick up enough interest to think that this might be a worthwhile career if I could find the right environment. Lesson learned – the name of a company need not tell you anything useful about what it actually does. After extricating myself from there, I moved to a smaller firm in outer London (commuting outwards is easier than inwards) where I had a grand job title but an environment in which I soon found myself feeling still oddly out of place, although I was unsure why. I appeared to do things differently from how my colleagues did and on one occasion was told by my boss that “The problem with you is that you give too good advice”. While I felt that this was not the worst criticism that could have been levelled at me, it had become evident that I was still in the wrong environment and I started looking around with a view to making a strategic move to somewhere in which that trait might be more of an asset than a liability. A few years after making that move and now feeling rather more at home, I was sitting in my office one quiet afternoon and leafing through one of the financial magazines stored near my desk when I came across an article which changed my life. It was about the recent conference of a professional body at which the then Chairman had stood up and announced his vision for the body. Nothing unusual there, except that in this instance it was that it should stand for proper financial planning where the clients’ goals were paramount and in which advice would be paid for by fees rather than the then overwhelmingly prevalent commissions, as the latter represented a conflict of interest for advisers. This was racy stuff back in the early 1990s and evidently it was too much for many of the members, half of whom promptly walked out of the session. What I found interesting (apart from the Chairman having the nerve to say such a thing at the time) was that he said that this was the best thing that ever happened to the body. That body was the Institute of Financial Planning and the then Chairman was Tony Shepherd. This sounded like someone I needed to meet so after a couple of calls (no internet access then – it was 1993), I managed to speak to him and was greatly impressed that he spent 20 minutes talking to an utter nobody and most importantly telling me that there was a London branch at which I could find other like-minded people. I immediately made plans to attend the next meeting and despite knowing absolutely nobody there, came away with the impression that I might actually have found a home where I wasn’t the only person who thought a particular way. I also signed up for a new team challenge financial planning competition on the basis that as I knew that I knew nothing and nobody, spending a weekend at a hotel working on a case study with four proper financial planners was likely to alter both of those states. Astonishingly, we managed to progress through the heats to the final, where we were pushed into the runner-up spot by a team of people with whom I still keep in touch. However, I had learned a huge amount in 48

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Wealth Manager

Rupert Forrest

Branch Principal

Rupert's Biography

"Rupert is Branch Principal of Raymond James, Thorpe Park Leeds. He is an experienced investment professional with a long-held passion for helping clients realise their unique investment goals. Rupert says; “My guiding principles are fairness, insight, trust and integrity. I am passionate about providing bespoke investment solutions to my clients and their families, helping them to achieve their long-term financial goals. My four principles run through everything that we do as a Raymond James branch and continue to aim for as investment professionals.” A graduate of Politics & Economics from Newcastle University, Rupert began his career in wealth management with Investec Wealth & Investment Management where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army. Rupert is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager, a designation that recognises him as an industry member at the pinnacle of his profession. Rupert is married with two children and in his free time he enjoys surfing, keeping fit and watching England and Northampton Saints play rugby."

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Wealth Manager

Scott Edmiston

Wealth Manager

Wealth Manager

Simon Benarroch

Branch Principal

Simon's Biography

"Simon is a Chartered Wealth Manager and has been awarded Chartered Fellow of the CISI which is regarded as the highest level within the profession. Simon has spent his entire career in financial services since qualifying in 1998. He has worked as a financial adviser, stockbroker and investment manager throughout his career. He has specialised in wealth management since 2004. Since he started in the financial services industry he has continually furthered his knowledge and skills through examinations and ongoing professional development. Simon has particular experience in addressing the financial needs of people who are considering Aliyah. He is regularly invited to speak about the financial implications of making Aliyah for the Jewish Agency and Nefesh B’Nefesh as well as running his own educational events. As a son of a Rabbi, honesty and integrity were instilled in Simon from a young age. Simon is proud that his branch runs with the highest ethical standards and values. Simon cares deeply about his clients and their financial wellbeing. Simon is married with 5 children."

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Wealth Manager

Simon Burnett

Senior Investment Manager and Branch Principal

Simon's Biography

"Simon began his career in the City of London in 1999 working on the equities trading floor at Goldman Sachs. Simon went on to work on the open outcry trading floor in Amsterdam before returning to London as a senior equity dealer at State Street Global Advisers. In his final few years in the City, Simon worked as a director at the international equities broker ITG, before relocating to Cornwall in 2011 with his wife and four children. Simon transferred his expertise to the private client arena joining Charles Stanley and latterly Walker Crips Investment Management, before setting up an independent branch with Raymond James. Simon is a Chartered Fellow of the Chartered Institute for Securities & Investments. He holds a degree in Economics and a Master’s degree in International Securities, Investment and Banking from the ICMA Centre at the Henley Business School. He is responsible for constructing and managing portfolios for private clients and their families, companies, charities and trusts throughout the UK and abroad. Simon also serves as a trustee for the Duchy Health Charity and is a member of their finance committee."

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Wealth Manager

Simon Burton

Investment Manager and Branch Principal

Simon's Biography

Simon is a Branch Principal at Raymond James, Belgravia where he has responsibility for managing discretionary portfolios of private clients. He joined Raymond James in 2014 after previously having worked as a Client Advisor at 7IM looking after clients of IFAs and Financial Planners. Previous to that he was an Investment Advisor at Merrill Lynch, where he advised both domestic and international private clients. Simon began his career at Barclays Wealth as a relationship manager before joining Barclays Private Bank on their discretionary team. Simon is a Chartered Fellow of the Chartered Institute for Securities and Investments and has a BA in International Business Management from The University of Newcastle-upon-Tyne.

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Wealth Manager

Simon Howland

Senior Portfolio Manager

Simon's Biography

"Simon has 16 years industry experience having worked for financial institutions such as Investec, Rathbones and Killik & Co. Prior to setting up his practice with Raymond James, he worked for Killik & Co as an Associate Investment Director and held a seat on their Investment Strategy Committee, helping to shape the group’s investment approach, macro positioning and thought leadership. The enjoyment Simon carries for financial markets knows no bounds, his thirst for information and willingness to adapt and learn, keeps him ahead in an ever-changing landscape. The enthusiasm and passion he carries ensures a quality of approach that sets to achieve our principal goal, delivering on outperformance. Simon’s entrepreneurial mindset gives him an edge in ascertaining investment opportunities, being able to more efficiently analyse risk and reward, which carries over into his approach to portfolio management. His interests outside of financial markets include a passion for investment property to which he operates a small investment company. He enjoys hunting around for opportunities, whether that be on the open market or private transactions, carefully analysing assets in a way that is similar to any other investment opportunity. His involvement with the investment property market often aides his analysis of financial markets as he believes this gives him a further window of insight into micro and macro economic health."

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Wealth Manager

Susie Bewell

Wealth Manager and Branch Principal

Susie's Biography

"Susie founded Raymond James, Hitchin in March 2002 and is joint Branch Principal with Faye Silver. Susie specialises in helping individual clients and business owners with their investment needs. She is an expert in retirement planning including pensions and SIPPs and helping clients get the best from their savings and investments. An enthusiastic networker, Susie has a very high profile within business networks like BNI (Business Network International) and the WIBN (Women in Business Network), actively promoting others to succeed. Away from work, Susie lives in Hitchin with her partner, Jen, and many cats. She is a keen fan of all sports and loves to travel."

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Wealth Manager

Thomas Illingworth

Wealth Manager

Thomas's Biography

"Tom is an experienced investment professional who works with high net worth individuals and families in order to ensure they receive the best wealth management service possible. Prior to Raymond James, Spinningfields, Tom worked at Brown Shipley Private Bank for 11 years. He is passionate about delivering bespoke investment solutions to clients and works closely with other professional advisers to ensure clients have the best possible team around them. Tom is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). When Tom isn’t working, you’ll find him spending time with his family and playing as much golf as possible."

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Wealth Manager

Tim Brocklebank-Fowler

Wealth Manager

Wealth Manager

Tom Moloney

Branch Principal

Tom's Biography

Tom brings over 23 years of industry experience, having previously worked for Killik & Co after graduating with a degree in Agricultural Economics and Business Management at Newcastle University. It was at Killik & Co where Tom began building his client base and advising and managing investments for clients. In his work life, Tom has an equal passion for people and financial markets. He opened his first stockbroking account when he was 18 and hasn’t looked back! Tom loves combining his market knowledge with helping people, which makes a career in wealth management a natural fit. Tom holds the Certificate in Investment Management, the Level 6 certificate in Private Client Investment Advice & Management and is a Chartered Fellow of the Chartered Institute for Securities & Investment. In his personal life, Tom lives in East Sheen with his partner and three children. Tom coaches Minis Rugby at London Scottish Rugby Club and volunteers with local school events. He enjoys raising money for good causes by taking part in challenges such as half marathons, cycling from London to Amsterdam and participating in the Great River Race, where his team raised nearly £5,000 for Shooting Star House Hospice in Hampton.

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Wealth Manager

Tom Scrase

Wealth Manager

Wealth Manager

Tony Moss

Branch Principal and Chartered Financial Planner

Tony's Biography

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.

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Wealth Manager

Victoria Macdonald

Wealth Manager

Victoria's Biography

Before Manorbridge, Victoria worked at Brewin Dolphin and Hargreave Hale, where she was a member of numerous investment committees. She also specialises in probate and trust work, as well as being a Chartered Fellow of the Chartered Institute for Securities and Investment.

Contact Victoria

020 3918 6030
victoria.clapham@manorbridge.com
Manorbridge Investment Management office

Wealth Manager

Wayne Hayhurst

Chartered Wealth Manager & Branch Principal

Wayne's Biography

Wayne is the founder and Branch Principal of the Raymond James Ribble Valley Branch, which he established in 2010 at the age of 27. Over the years, he has been successful in growing the business and team into a 22-strong group of in-house specialists, dedicated to delivering expert financial advice. While playing a key role in shaping the strategic direction of the business, Wayne remains actively involved with clients, ensuring a personal and hands-on approach. He is also a core member of the investment committee, helping drive the firm’s investment strategies.

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