Wealth & Investment Management in the heart of Cheltenham

Personal Investment Management

Raymond James, Cheltenham Spa is a boutique Private Client Investment Management business that builds long term lasting relationships with clients by providing an investment management service to suit their needs. 

Backed by our parent company Raymond James Financial Inc. which has over 3,000 offices worldwide, we 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.

How can we help you?

I’d like to grow my investments

Saving for a specific purpose or looking to grow the value of your investments over the long term.

I’d like to generate an income

You may require income during retirement, to cover care costs or simply for peace of mind.

I’d like to invest ethically

Conscious of where your money is invested and wanting to support certain sectors.

Paul Whitehead FCSI

Paul Whitehead FCSI

Senior Investment Manager, Branch Principal

Building a personal relationship

“Our clients are at the centre of everything we do. Starting with a blank piece of paper we work to understand what is important to them and build personalised portfolios in line with their requirements.

We take great care when managing a client’s investments, drawing on the research of over 80 ‘in house’ analysts and a wide range of external sources to continually monitor your investments. Reporting back to you in your preferred format.”

About Raymond James in the UK

UK Clients Assets managed

Managing in excess of £13 billion of client investment assets in the UK means we have the resources at hand to support you. 

UK Offices

There are over 100 independently managed branches in the UK. Each being responsible for it’s own clients with oversight from Raymond James.

UK Clients

Raymond James provides investment services to over 40,000 clients in the UK. Clients range from individuals and families to Trustees and Pension Schemes.

Wealth Managers

Across Raymond James branches there are 300 Wealth Managers advising clients and managing client investment portfolios. 

Market Commentary and Investment Insights

Insights for a holistic approach to wealth management including investment strategy and market commentary, thinking about your future and topical insights to help you navigate some of life’s challenges.

How we work for clients

Your Investment Manager will get to know you and build a portfolio to suit your specific objectives. We believe it’s important to build a direct relationship with our clients so you know who is responsible for managing your money.