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.

Our Services

Employee Affiliation

Manage your own book of clients and work in a branch setting where comprehensive service, technology and operations support is pr…

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Independent Contracting

Establish and grow your own successful boutique wealth management practice, 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, Monument

Gary Fawcett is a Branch Principal at Raymond James, Monument. As a Chartered Wealth Manager, Gary has 23 years’ experience in looking after clients and their investments. His interest in finance began at secondary school and was cemented at university, where he studied Business Studies. Gary has given guest lectures for Newcastle Business School at … Continue reading More ›

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 ›

Dragon Investment Managers

If we knew then what we know now we would have had made the decision four years earlier! 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