Raymond James, Cheltenham Spa

Introducing Raymond James, Cheltenham Spa

We are an independently managed Investment Services business based in the heart of Cheltenham, Gloucestershire. With the support and infrastructure of the Fortune 500 parent company Raymond James Financial, who are responsible for over $1.09tn of client assets. Raymond James Investment Services is able to provide wealth and investment services to private clients, trustees, pension funds and their advisers across the UK.

About us

Award-Winning Research

We believe that market-leading research is vital when selecting suitable investments for our clients. That’s why Raymond James has over 80 analysts providing proprietary research and we utilise research from the major houses such as Barclays, JP Morgan Cazenove and HSBC. In 2018 alone, our systems provided over 25,000 research pieces on UK companies and nearly 40,000 on US companies.

Long Term View

We always take a long term view for our clients when investing their money. It is easy to be drawn into the latest ‘hot stocks’ but we believe in a conservative approach and the long term benefits of compounding your returns, once described by Albert Einstein:

“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.”

Truly Personalised Management

Every client is different, with differing aspirations, circumstances and feelings toward investing. We always start with a blank canvas and believe in a personal approach which is why we like to meet with our clients at least annually to fully understand your needs and report back to you on how your investments are performing.

Security of Assets

Knowing your assets are held safely is very important which is why Raymond James administers your accounts through Pershing Securities Limited who act as custodian for your investments.

Pershing is part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with $41.1 trillion in client assets under custody and administration. Pershing Securities is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

About Raymond James UK

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.

Wealth Managers

Across the branch network there are 300 Wealth Managers advising clients and managing client investment portfolios. 

UK Client 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 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.

All statistics as of 31 March 2021