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Wayne Hayhurst, MCSI Chartered
Chartered Wealth Manager & Branch Principal -
Connor Almond, DipPFS
Chartered Financial Planner -
Sophie Hayhurst
Business support manager & PA to branch prinicipal
Wayne Hayhurst, MCSI Chartered
Chartered Wealth Manager & Branch Principal
Role in the business
Wayne is the founder and Branch Principal of Raymond James, Ribble Valley, which was incorporated in 2009 when he was 27. He has enjoyed seeing the business and team evolve to what it is today, a 16 strong team of in-house specialists.
He retains a very active client facing role, whilst also heading up the strategic side of the business and is a key member of the investment committee team.
Experience & Qualifications
Wayne has a BSc Hons degree in Computer Science and is a MCSI Chartered Wealth Manager with the CISI.
Area of Speciality
“I primarily work with a select group of successful Business Owners and Company Directors.”
“My main aim is to save them time, so they can focus on what they are good at, running their successful business. I make sure they are saving tax, their personal and business funds are working hard for them, and ultimately, that they are on track to meet their financial objectives and life goals.”
Why you do what you do
“I’m excited to get into the office every morning, I’m very fortunate to love what I do. I particularly enjoy the client facing side of my role. All of my clients have their own unique story, and I relish listening to their backgrounds. It’s an honour to work with them and hear their stories.”
“I have also always been fascinated in the stock market, buying my first stocks at age 13.”
Life outside of work
“My main love in my life is my wife Sophie and our 2 young girls, Martha and Mabel. They all love the outdoors. I would pick a trip out in our family caravan to the Lake District, or a wild camping trip with a friend over a fancy all-inclusive holiday in the sun. It’s all about the adventure”.
“I enjoy martial arts; mountain biking and I am also a through and through ‘modern classic’ car nut.”
Connor Almond, DipPFS
Chartered Financial Planner
Role in the business
Connor joined us in June 2018 on the Academy team. With a degree in Mathematics and Finance from the University of York, he very quickly developed the skills needed to be a competent financial planner. Connor has since achieved Chartered Financial Planner Status and is now our Head of Financial Planning.
Experience & Qualifications
After excelling during the yearlong Academy program, Connor progressed to a supporting role in the branch, providing support to our head of branch financial planning. This role helped develop his knowledge and experience within the financial planning world and has prepared him for taking on his new role as a financial planner.
Connor is now a proud member of the Chartered Insurance Institute (CII) with an Advanced Diploma in Regulated Financial Planning, achieving Chartered Financial Planner Status.
Area of Speciality
“I help people understand their retirement options and help them to achieve their life goals. I recently achieved the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and plan to further my knowledge, so I can provide the best service for my clients”.
Why you do what you do
“People spend their lives working hard for their money so they can do the things they can do the things they want to do. I became a financial planner so I can make sure people can achieve their goals without financial worry”.
Life outside of work
“Outside of work I like to travel, go to the gym and eat out at restaurants. I am particularly partial to a pint of real ale at the end of the day, attending Clitheroe beer festival on behalf of Raymond James, Ribble Valley in 2019”.
Sophie Hayhurst
Business support manager & PA to branch prinicipal
Role in the business
Sophie is the company secretary for Raymond James, Ribble Valley, she works alongside Wayne as his personal assistant helping him to run the business behind the scenes. Sophie is acting ‘Head of Wow’ for branch.
Experience & Qualifications
Sophie has worked at the Raymond James, Ribble Valley Branch since 2012, previously working in accounts and gaining her AAT qualification. She has worked in finance for the past 15 years. Sophie also gained her Mental Health First Aider certificate in 2019, which helps Sophie support the wellbeing of the team.
Area of Speciality
“I am responsible for some of the operational aspects of the business including the booking keeping, payroll and HR. As ‘Head of Wow’, I help the branch to exceed client and colleague expectations.”
Why you do what you do
“I always pride myself on delivering exceptional service and support. I enjoy making people happy and ensuring the overall well-being of the team.”
Life outside of work
“I love spending time with my family exploring the outdoors and particularly enjoy our camping trips. I spend my spare time amongst family and friends or at the local gym which helps keep me focussed and motivated.”
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Paul Gavaghan, Chartered FCSI
Chartered Wealth Manager & Head of Branch Investment -
Sarah Carlin
Head of branch client services
Paul Gavaghan, Chartered FCSI
Chartered Wealth Manager & Head of Branch Investment
Role in the business
Paul is head of branch investments and he looks after a select number of client relationships.
Experience & Qualifications
Paul has been with Raymond James, Ribble Valley since 2011. He holds a first-class honours degree in PPE, the level 6 Private Client Investment Advice and Management qualification and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Area of Speciality
“My area of expertise lies in research and analysis from a macro-economic level down to an individual investment level. I am best suited to clients who have a keen interest in their investments. I am friendly and personable, which helps clients feel comfortable working alongside me for the long term.”
Why you do what you do
“I take great pride in making sure our clients’ assets are working hard for them to reach their goals.”
Life outside of work
“I like to experience different places and cultures when I can. When I’m at home and not working you’ll find me on the golf course or exploring the Ribble Valley by bike or on foot.”
Sarah Carlin
Head of branch client services
Role in the business
Sarah is head of branch operations. She is responsible for making sure that our clients always receive the best quality, compliant advice. Her role includes overseeing audit and compliance duties, day to day management of staff and planning for long-term sustainability of the business.
Experience & Qualifications
Sarah has a wealth of experience having been at Raymond James, Ribble Valley for 6 years and formerly spent 10 years in management and compliance at Nationwide building society.
Area of Speciality
“I take great pride in my attention to detail and I am especially adept at process development which is essential for the growth of the business.”
Why you do what you do
“I love the challenge of producing effective processes to help our wealth managers and the business achieve their goals whilst ensuring the best quality service and compliance is achieved in an ever-changing environment.”
Life outside of work
“I am married with two girls and as a family we enjoy hiking, cycling, kayaking and camping.”
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Tracey Board, DipFA
Wealth manager & Financial planner -
Matthew Robinson, ACSI
Wealth manager -
Andrew Barr, Chartered MCSI
Wealth Manager -
Fraser Pemberton, Chartered MCSI
Head of Branch Advisor Support & Wealth Manager -
Clementine Bell, ACSI
Wealth Manager -
Will Heane, ACSI
Wealth manager -
James Catlow, MCSI
Senior Investment analyst -
Scarlet Conway
Wealth planning assistant -
Daniel Nicholson
Paraplanning assistant
Tracey Board, DipFA
Wealth manager & Financial planner
Role in the business
“I am a wealth manager, financial planner and co-founder of Raymond James, Ribble Valley. I have been an adviser for over 18 years and have built close relationships with my clients. My job is to save clients time and take the stress of financial matters away. I provide a truly bespoke financial plan and investment strategy, to help my clients meet their financial goals.”
Experience & Qualifications
“I was awarded a BA honours degree in English in 2001. As a graduate I was taken on at Barclays in 2003 where I worked as a personal banker for 4 years and then promoted to the wealth management arm.”
“I left Barclays in 2008 and gained my stockbroking and investment management qualification via CISI and my diploma in Financial Planning via the CII. I have worked as a wealth manager since 2008 and have a great deal of experience in formatting financial plans, cash flow modelling and being a friend and often counsellor to my clients.”
Area of Speciality
“I primarily work with successful business owners, company directors and professionals. I help them simplify their finances, utilise their tax allowances and plan for retirement. I also advise on estate and succession planning.”
Why you do what you do
“It gives me no better feeling, than to be able to tell a client that they have reached their lifelong financial goals, they can retire, they can spend and that they don’t need to worry. Being a financial adviser, you become so much more than the person who ‘invests their money,’ you become the person they rely on to make their future possible.”
Life outside of work
“I am a social organiser, chef, taxi driver and washing fairy to my two children, Jacques and Scarlett. I am also dog walker and playmate to our tea cup Yorkie Eleven (Elle.)”
“My family is everything to me and we love trying new places, cuisine and activities together and spending time with our nearest and dearest.”
“Personally, I love fitness and hitting the gym. I also love to travel and have been fortunate enough to visit most places on my bucket list.”
Matthew Robinson, ACSI
Wealth manager
Role in the business
Matthew is one of our wealth managers at the Raymond James, Ribble Valley. Matthew works with people at various stages of life, from helping them build their assets in the early steps of their financial journey, right through to generating their incomes in retirement.
Experience & Qualifications
Matthew is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment; committed to ongoing continuous professional development.
Area of Speciality
“I work with a number of professional sports people. My main aim is to ensure they are building their assets as efficiently as possible while they are at the peak of their careers, so that they can maintain their desired standard of living for the rest of their lives.”
Why you do what you do
“I firmly believe that every single person you meet will know something that you don’t, and I have the pleasure of meeting so many new and interesting people. I love learning about their lives and helping them get to where they want to be. Raymond James, Ribble Valley equip me with the tools and knowledge to do this by-way-of effective financial planning and investment management.”
Life outside of work
“I spend most weekends hiking, running or cycling, and in between, my girlfriend and I enjoy eating (lots of) good food!”
Andrew Barr, Chartered MCSI
Wealth Manager
Role in the business
Andrew is a wealth manager at Raymond James, Ribble Valley and looks to build strong, lasting relationships with his clients.
Experience & Qualifications
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.
Area of Speciality
“Having spent a number of years with the research team, I am able find the most appropriate investments specific to my client’s needs and overall strategy. I like to spend time with my clients to further understand their goals and objectives which allows me to create a truly bespoke portfolio.”
Why you do what you do
“Going from wealth manager to managing a local village football team on Saturday’s through the winter months, I enjoy applying the principles of portfolio construction to building an effective formation and strategy on the field. Having experienced a life altering event as a teenager, I understand the importance of preparing for any eventuality, and look to support clients through any change in circumstance.”
Life outside of work
“Along managing the football team, I have a keen interest in many sports and enjoy a game of golf in the summer and squash in the winter. I also turn my hand to home brewing traditional real ale which I enjoy with family, friends and clients.”
Fraser Pemberton, Chartered MCSI
Head of Branch Advisor Support & Wealth Manager
Role in the business
Fraser began his career at Raymond James, Ribble Valley as a trainee wealth manager. After several years of working with Wayne, he now oversees the adviser support team, manages his own client relationships, and has an active role in the Investment Committee.
Experience & Qualifications
Fraser is a chartered member of the Chartered Institute for Securities and Investments and holds the Investment Advice Diploma in financial planning and securities.
Area of Speciality
“I specialise 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.”
Why you do what you do
“To be able to tell a client that they can retire earlier than they expect or achieve their goals is hugely rewarding for me. It is a great feeling when financial life plans are fulfilled, helping clients to live their lives without fear of running out of money.”
Life outside of work
“I am a keen skier and a qualified ski instructor. I stop at nothing to get away over the winter months for a few days at the very least.”
Clementine Bell, ACSI
Wealth Manager
Role in the business
Clementine graduated with a degree in economics and began her career with Raymond James, Ribble Valley as a trainee wealth manager. This involved shadowing client appointments to further develop her knowledge and experience. After achieving the CISI Investment Advice Diploma Level 4, she now focuses on her client’s life goals and financial objectives, working with them to build a bespoke financial plan to help these materialise.
Experience & Qualifications
Clementine is qualified with the CISI Investment Advice Diploma and is an associate member of the Chartered Institute for Securities and Investment; committed to ongoing continuous professional development.
Area of Speciality
“My main area of speciality is helping individuals and couples who are still working build a retirement plan, helping them achieve their desired and well-deserved retirement lifestyle. The earlier the planning process begins, the more likely the retirement goals are achieved.”
Why you do what you do
“I have always had an interest in both the economy and the stock market, but also love engaging with people. Being a wealth manager allows me to meet new people and build client relationships whilst furthering my interest in the field of economics.”
Life outside of work
“I enjoy spending time outdoors- preferably in the sunshine. The Lake District is a firm favourite!”
Will Heane, ACSI
Wealth manager
Role in the business
Will started at Raymond James, Ribble Valley in the summer of 2018 after graduating with a degree in Business and Economics. After spending a year as a trainee wealth manager, whilst taking a keen interest on the investment team.
Experience & Qualifications
Will is a qualified wealth manager having passed the CISI Investment Advice Diploma Level 4.
Area of Speciality
“My primary focus is helping people make wise decisions to achieve their life-long financial goals and objectives.”
Why you do what you do
“I like working with people and I have a keen interest in the financial markets. I enjoy what I do because I can help people to see the benefits of being invested in the stock market for the long term and how this can change their lives.”
Life outside of work
“Outside of work I am an active person and like to spend my weekends outdoors. I enjoy playing football and do so for my local Saturday team in Chipping, who play in the West Lancs League. I also enjoy cycling in the summer, skiing in the winter and walking in the Lakes year-round.”
James Catlow, MCSI
Senior Investment analyst
Role in the business
James is an investment analyst at Raymond James, Ribble Valley and sits on the investment committee.
Experience & Qualifications
James has been with Raymond James, Ribble Valley since finishing college in 2016. He is a chartered member of the Chartered Institute for Securities and Investment and holds the Chartered Wealth Manager qualification
Area of Speciality
“I spend my time primarily looking for new potential investments, assessing macro-economic data and undertake the day-to-day management of portfolios. My aim is to help generate the best possible returns for our clients.”
Why you do what you do
“I enjoy researching and analysing the most exciting, innovative companies in the world that will generate long-term returns for our clients. No two days on the global markets are the same so there is always something new to learn.”
Life outside of work
“I am a massive sports fan and spend a lot of my free time watching football, playing tennis or going for a round of golf. I also enjoy getting out for walks around the Ribble Valley with my family, friends and girlfriend followed by a tasty meal and a pint of cider in a cosy pub.”
Scarlet Conway
Wealth planning assistant
Role in the business
Scarlet is one of our wealth planning assistants. She provides ongoing support to our head of branch financial planning, Gary, and assists him with developing tailored financial plans for our clients.
Experience & Qualifications
Scarlet is enrolled in the Chartered Insurance Institute and is studying towards her diploma in Regulated Financial Planning.
Area of Speciality
“I help our clients prepare and plan for their retirement. Say you’re 45, plan to retire at 65, what financial goals do you need to achieve in those 20 years to ensure security in your later life? That’s where we come in.”
Why you do what you do
“A person can spend over 40 years of their life working just to enjoy their retirement. But when it comes down to it, they might not be as secure as they need to be. By working closely with each team at Raymond James, Ribble Valley, we can help these clients meet their retirement goals in the most stress-free way possible.”
Life outside of work?
“Outside of work I love painting memories for my partner and family, going for long walks on Walney Island and watching Liverpool FC win the league.”
Daniel Nicholson
Paraplanning assistant
Role in the business:
Daniel is our paraplanning assistant at Raymond James, Ribble Valley. He is part of the adviser support team and assists with the preparation and building of client reports and plans.
Experience & Qualifications:
Daniel is the very first apprentice at Raymond James, Ribble Valley and is currently working his way through his exams to become a qualified Paraplanner.
Area of Speciality:
“I primarily help prepare, implement and review a client’s financial plan. I provide support to our advisers and their clients by compiling research for reports, liaising with providers, to allow advisers to focus on working closely with their clients.”
Why you do what you do:
“I’m relatively new to this industry, so for me I find everything fascinating. I believe having financial knowledge is so powerful in life so being blessed with the opportunity to learn and share my knowledge with others is truly amazing.”
Life outside of work?
“Life outside of work tends to involve a lot of cooking. Coming from a catering background, I spend the majority of my time cooking and eating homemade meals. I also enjoy the odd bit of snowboarding and computer programming when I’ve got the chance.”
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Laura Taylor
Client services manager -
Samantha Sayle
Office manager
Laura Taylor
Client services manager
Role in the business
Laura joined Raymond James, Ribble Valley in 2016 as an office manager.
Experience & Qualifications
Laura has over 15 years’ experience in business administration and is committed to enhancing her learning on a daily basis.
Area of Speciality
“I am responsible for managing the day-to-day running of the office and specialise in ensuring our account opening process runs smoothly and accurately. I have an extremely good eye for detail and believe quality is paramount.”
Why you do what you do
“Being the office manager brings a wide variety of duties and demands. This diversity allows my natural proactive and outgoing personality to excel.”
Life outside of work
“Outside of work, I enjoy attending the gym, socialising and lots of sunny holidays.”
Samantha Sayle
Office manager
Role in the business
Samantha recently joined Raymond James, Ribble Valley and is our office manager at the branch.
Experience & Qualifications
Samantha has over 16 years’ experience working in office environments, mainly in the oversight of client relations and administration.
Area of Speciality
“I am responsible for the day to day running of the office and specialise in ensuring our account opening process runs smoothly and accurately.”
Why you do what you do?
“I enjoy meeting new people and developing relationships with clients. The role of office manager enables me to do this, whilst also bringing a wide variety of duties and demands each day.”
Life outside of work?
“I have two daughters and love spending quality time with my family, going for long walks and having regular weekends away on Anglesey.
I am also a qualified spin instructor, so enjoy going to the gym and keeping fit.”