Wealth Management Professionals

Raymond James offers four affiliation options, providing wealth management professionals with alternatives so you can select the solution that is right for you and your clients. We also offer the flexibility to move between these models as your needs and goals evolve.

Your Practice – Your Way

Raymond James partners with wealth managers, empowering you to establish, grow and operate your own wealth management service, whilst maintaining the knowledgeable support of a recognised leader in private client wealth management. Throughout your partnership with Raymond James, you’ll enjoy a degree of flexibility and control you won’t find in other traditional settings.
You have the freedom to create your investment proposition based on the needs of your clients, we don’t impose centralised investment propositions. You know your clients best which is why you manage your client relationships and why they remain your clients should you choose to leave us.

Our Services

Employee Affiliation

Own your book of business and work in a branch setting where comprehensive service, technology and operations support is provided

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Independent Contracting

Establish and grow your own successful boutique wealth management business, with our support and backing

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Professional Partnership

Establish an in-house investment management service through a Professional Partnership with Raymond James

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Investment Management Platform

A progressive wealth management solution with optimal efficiency and control for your directly authorised firm

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Case Studies

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 global Coronavirus pandemic. After spending most of the last 30 years working in the City, initially in the insurance market, David has been involved in the Private Client industry for … Continue reading More ›


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

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 ›

Not What You’re Looking For? Try Personal Investing

In an ever changing economy, with thousands of investments to choose from, complex tax regulations to consider and worldwide political events influencing the markets, making the right investment decisions is no easy task. Choose a wealth manager you can trust. More information