Wealth Management Professionals

Our affiliation options are designed to put you in control, offering a combination of choice and support.

Choose the model that best suits you

At Raymond James we seek to attract and empower wealth managers across our multi-proposition model, enabling you to deliver the best experience possible to your clients.

Employee affiliation

Our employed affiliation option empowers wealth managers to run their own practice while benefiting from the security of employment. Raymond James takes responsibility for managing office space, hiring and HR support, whilst allowing the wealth manager to fully concentrate on clients and developing their practice.

Independent contracting

Wealth managers that choose to work with Raymond James as an independent contractor enjoy all the rewards of running their own practice alongside the resources of a full-service, global financial services firm.
Unlike employed affiliates, our independent contractors are responsible for choosing their office space, hiring, and management of their teams.

Investment Management Platform

If you’re a firm authorised by the FCA seeking a platform partner that understands and can support your investment management offering, our Investment Management Platform offers a highly competitive solution with optimal efficiency and control.

Case studies

Scott Tindle, Tindle Wealth
Scott is Director of Wealth Management at Tindle Wealth, who chose to work with Investment Management Platform business model.
By Scott Tindle
Tindle Wealth
Raymond James, Hitchin
Susie Bewell and Faye Silver are the co-branch principals of Raymond James, Hitchin, they chose the Independent contractor business model.
By Susie Bewell & Faye Silver
Raymond James, Hitchin
Raymond James Monument
Gary Fawcett is a branch principal at Raymond James, Monument, choosing the employee affiliation business model.
By Gary Fawcett
Raymond James, Monument
Rupert Forrest, Thorpe Park Leeds
Rupert Forrest is the branch principal of the Thorpe Park, Leeds branch of Raymond James, who chose the Independent contractor business model.
By Rupert Forrest
Thorpe Park Leeds

Contact us

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

020 3798 3130