The Business Development Team at Raymond James

Raymond James’ Business Development Team are on hand to talk about our wealth management solutions for entrepreneurial investment managers and investment focused financial planners in the UK.

The team can walk you through our different business models and help you determine which model best suits you and your long term goals.

Independent Contracting and Professional Partner models include compliance oversight, supervision and regulatory authorisation through Raymond James, helping individuals to set up their own boutique wealth management practice.

Our Investment Management Platform is the leading platform for FCA authorised firms wishing to ‘insource’ investment management, and was awarded Best Platform for Discretionary Management at the 2019 Professional Adviser Awards.

Contact Us

Tel: 020 3798 3130


Meet the Team

Jason Cherriman

Manager of Business Development


Max Newman

Senior Business Development Manager


Leanna Romano

Business Development Consultant