About us

We are proactive wealth managers, who will stand by your side.

Raymond James, Fulham was established to provide first-class, personalised wealth management services. We proudly bring integrity, independence, experience and expertise to everything that we do. What’s more, we are good listeners. This helps as no two clients are alike.

For those looking to make work optional and enjoy the rewards of their years of hard work, our services provide a solution. We will work closely with you to understand your unique circumstances and create a plan and an investment strategy individual to you and your family. Your goals are our goals, and we will be there to support you at each step.

Based in the leafy London suburb of Fulham, we are proud to have:

Integrity

Acting in our clientsʼ best interests and developing a relationship of trust is at the heart of everything we do.

Independence

We are not restricted to a particular set of investments and therefore we can choose investments that are best suited to our clientsʼ needs.

Experience & expertise

Both Max and Dasha are Chartered Financial Analysts with a deep interest in the markets.

Learn more

Meet the
team

We pride ourselves in developing long-lasting client relationships based on trust.

About
Raymond James

Benefit from the security of a large firm while enjoying the personalised service of a boutique.

Security of
assets

You can have peace of mind that your investments are held securely by our custodian.

Our
services

We are here to help you with your financial affairs.

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.

Contact us

If you would like to start the conversation, please get in touch.