About Raymond James
Raymond James, Fulham
At Raymond James, Fulham our priority is to help you achieve your financial objectives and life goals.
Although all clients are different, the starting point of our process is the same for everyone – an initial complimentary meeting. It is only by fully understanding where you are now and where you want to go, that we can put forward an investment proposal that is tailored to you.
We are passionate about carefully analysing, selecting and monitoring investments that suit your needs and which put you in the best position to reach your goals. Throughout our relationship with you, we will be in regular contact to ensure that the portfolio we have built remains suitable for you.
As a branch of Raymond James, you can benefit from the security of a large firm while enjoying the personalised service of a boutique.
Raymond James Investment Services
We run our Raymond James branch under an independent contractor agreement, which is similar to a franchise.
Each Raymond James branch has the freedom to develop their own investment process and develop long-lasting client relationships. Raymond James Investment Services, in turn, provides the tools for each branch to do that. For example, they provide compliance oversight, research, administration and, very importantly, a relationship with a custodian, Pershing Securities Limited.
Raymond James Investment Services stringently monitors each branch. It is regulated by the Financial Conduct Authority (FCA), and it is responsible for all investment management and advice that we provide to clients.
Raymond James Investment Services is a UK subsidiary of the US-based parent company, Raymond James Financial Inc.
RAYMOND JAMES INVESTMENT SERVICES
Raymond James Financial, Inc.
In Florida in 1962, Robert “Bob” James founded a financial company that has now come to be known as Raymond James Financial. It has grown to become a leader in its industry driven by a focus on independence, integrity and always putting clients first.
The firm currently has over $1.45 trillion of client assets* it is listed on the New York Stock Exchange (Ticker: RJF) and it is a constituent of the S&P 500.
In 2001, Raymond James Financial expanded into the UK and established Raymond James Investment Services.
All stats correct as at 31 March 2024.
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Contact us
If you would like to start the conversation, please get in touch.
We would be delighted to meet you at our offices, which are based on the banks of the Thames (by appointment only).
Equally, we would be happy to:
- Have meetings at your home or place of work.
- Take advantage of the river and have a stroll along the Thames Walk.
- Use Zoom to have convenient virtual meetings.