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 is founder and Branch Principal of the Raymond James branch based in the Ribble Valley, which was established in 2009. He has over 10 years’ experience advising private clients on both their financial planning and investment needs and always places his clients at the centre of what he does.
He will help in any way he can, helping clients achieve their personal, business or life ambitions. He also likes to support local causes and sponsors various local events and sports teams.
Wayne is a Chartered Wealth Manager and member of the Chartered Institute for Securities and Investment. He has a BSc Honours degree and holds a variety of financial qualifications including the Chartered Institute for Securities and Investment’s level 6 qualification in Private Client Investment Advice and Management as well as the Chartered Insurance Institute’s Diploma in Financial Planning.
Area of speciality
Wayne specialises in working with successful business owners on both a business and personal level, helping them to work towards their financial goals and objectives.
Gary has nearly 30 years of industry experience and is both a Chartered Financial Planner and a full member of the Society of Trust and Estate Practitioners (STEP). He uses this knowledge and experience to help Individuals and Trustees find the best ways to manage the assets they have and to successfully work towards securing their future prosperity.
Areas of specialty
Gary particularly enjoys working with wealthy individuals and families to plan wealth strategies aimed at keeping assets within the family and away from the damaging effects of Inheritance Tax and Long Term Care fees.
He also works with trustees and their legal advisers to build coherent, suitable strategies to manage trust assets and reduce the overall tax liability thereby allowing trustees to successfully meet the aims of the trust.
He can make complex issues seem straight forward and uses this ability to give people peace of mind that they are on track to succeed in their aims.
Paul is Head of Branch Research at the Ribble Valley Branch and he manages the wealth directly of a select number of clients. He holds a first class honours degree in PPE (Politics, Philosophy and Economics), the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment. He is currently studying towards the CFA (Chartered Financial Analyst) qualification.
Areas of speciality
He is best suited to clients who have a keen interest in their investments, due to his ability to draw on his research role to answer in depth questions on investments or broader economics. He is friendly and personable, which helps clients to feel comfortable working with him in the long term.
Tracey is a qualified Stockbroker, Investment Adviser and Financial Planner with over 9 years’ experience in her field. She is a member of the Chartered Insurance Institute and holds a Diploma in Financial Planning as well as a BA Hons in English.
Areas of speciality
Tracey specialises in working with individuals and small businesses particularly women in business in the Ribble Valley area. Tracey also engages with families and helps generations work together with their succession planning requirements. She enjoys building solid long term relationships with her clients.
Her areas of expertise are in providing bespoke investment, retirement planning and retirement income advice; whilst looking after client’s overall wealth and creating strategies to achieve future goals.
Roni has over 30 + years within the Financial Services sector, where she uses her customer focused experience to advise both individuals and businesses across the North West on their financial planning needs whether planning for retirement, family or business protection, or just investing a lump sum for a more secure financial future.
She is a member of The Personal Finance Society and holds a Diploma in Financial Planning. She is passionate about social issues and is a member of the Rotary Club of Blackburn
Areas of speciality
When drilling down to establish clients’ goals she has the expertise to help identify and prioritise these areas and prepare clear, no-jargon advice on the most appropriate financial products for each personal circumstance. A plan, which will encompass retirement planning and ensure that your family, or business, and assets are appropriately insured to safeguard against loss, illness or death.
Matthew is our newest Wealth Manager at the Ribble Valley branch. He is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.
Area of Speciality
Matthew’s passion is helping clients change their lives. He takes away worry and stress during life’s complicated transitions, to give his clients piece of mind, so that they can focus on the more important things in life. Using the expertise of our multidisciplinary office, Matthew helps his clients find the best way to take control of their money and make wise financial decisions.
Andrew is an Associate member of the Chartered Institute for Securities and Investment, holding a level 4 qualification in Investment Advice, more recently adding Financial Planning and Advice to his diploma. This broad scope across his diploma allows him to identify any opportunities for his clients, as well as drawing on the expertise of a multidisciplinary office.
Areas of speciality
Having spent a number of years with the research team, Andrew is able find the most appropriate investments specific to the client’s overall strategy. He likes to spend time with his clients to further understand their goals and objectives which allows him to create a truly bespoke portfolio.
Fraser has been with the company for nearly three years now, starting life as a trainee wealth manager. He has worked alongside Wayne for all this time and continues to support him and help manage his client relationships with a select group of successful business owners.
Fraser is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment.
Area of speciality
Fraser specialises in working with successful business owners on both a business and personal level, helping them to reduce the burden of running a business, whilst helping them work towards their personal goals.
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.
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.