Raymond James launches third new branch of 2021
A former divisional director for Brewin Dolphin has founded a new Raymond James branch in Cheltenham Spa.
Branch principal Paul Whitehead said founding Raymond James Cheltenham Spa, enables him to combine the strength and stability of a secure international financial services organisation with the personal service of an independently managed branch of Raymond James Investment Services.
The Cheltenham Spa branch will concentrate on providing bespoke discretionary investment management services to clients based across Gloucestershire, Herefordshire and Worcestershire. It will also service clients in London and across the UK.
Mr Whitehead said: “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.”
The branch is the third new operation this year for wealth manager Raymond James.
Raymond James manages over £13bn of client assets through 100 independently managed branches in the UK. Each branch is responsible for its own clients with oversight from Raymond James. Across Raymond James, there are 300 wealth manager advising 40,000 clients and managing client investment portfolios.