Raymond James Investment Services

Branch Principal Wayne Hayhurst and his team retain the intimacy of a small local practice, whilst being backed by the resources and financial strength of a large, highly regarded financial services company.

Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting 109 commercially independent practices that represent a mix of private client investment managers, stockbrokers and investment focused financial planners located throughout the UK. We commenced operation in 2001 and now have over 37,000 client accounts representing total client assets of £9.4bn.*

We are a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company headquartered in Florida, USA. RJF is a public company listed on the New York Stock Exchange (RJF) with over 7,300 wealth managers located in more than 3,000 offices throughout the US, Canada and the UK. These wealth managers service more than 3 million client accounts representing total assets of approximately £664bn*.

In June 2017, Raymond James was named to the Fortune 500 list for the second year in a row. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.

*Raymond James Investment Services and RJF stats as of 31st December 2018

MEET THE TEAM

Wayne Hayhurst
Branch Principal, Chartered Wealth Manager & Financial Planner
Gary Ward
Chartered Financial Planner & Head of Branch Financial Planning
Paul Gavaghan
Wealth Manager & Head of Branch Research
Tracey Simpson
Wealth Manager & Financial Planner
Roni Coutts
Wealth Manager & Financial Planner
Matthew Robinson
Wealth Manager
Andrew Barr
Wealth Manager
Fraser Pemberton
Wealth Manager & Investment Analyst
Sarah Carlin
Head of Branch Operations
Sophie Hayhurst
Business Support Manager
Hannah Kenyon
Office Administrator
Laura Forrest
Business Support Manager
Connor Almond
Private Client Executive
Clementine Bell
Private Client Executive
Will Heane
Private Client Executive
Alastair Brown
Private Client Executive

 

OUR UNIQUE APPROACH

At the Raymond James Ribble Valley Branch we provide both Investment Management and Financial Planning to deliver a truly integrated wealth management service. Instead of having to see a separate Financial Adviser, Investment Manager and Stockbroker, our Wealth Managers will look after all of your financial affairs.

This integration enables us to:

  • Design a bespoke strategy for each client to best help you reach your financial goals. We can ensure your investment portfolio fits seamlessly into your larger financial plan.
  • Eradicate unnecessary layers of charges that come with multiple advisers and managers. This leaves more money in your account to be reinvested and provide greater returns.

Whole of Market

Instead of being restricted by in-house funds, our stockbroking capabilities provide us with access to individual securities and bonds directly. This whole of market approach enables us to minimise charges, have total flexibility and accommodate the most specific needs or preferences.

Personal Service

We place great emphasis on delivering a truly personal service. Our office is located in the heart of the Ribble Valley. We believe that the local service we are able to provide has led to the strong, long-lasting relationships with our clients that we enjoy today. You can expect to speak to and meet your wealth manager on a regular basis.