We’re delighted to announce the opening of Raymond James, Cheltenham Spa, led by Branch Principal Paul Whitehead. The new branch will provide bespoke discretionary investment management services to clients based across the Three Counties of Gloucestershire, Herefordshire and Worcestershire, in London, and across the UK.
In a recent Citywire article, Paul commented on joining Raymond James: ‘The pandemic has given me a chance to reset and consider what is important in my profession: namely, building lasting and meaningful relationships with clients and the resulting satisfaction of providing them with an excellent service.’
Read the full article here.
For more information visit the Raymond James, Cheltenham Spa website.
If you would like to find out more information about how Raymond James supports wealth managers in opening and running their own independent wealth management branches, please click here.