Vision and Values

Raymond James is committed to being a premier private client wealth management firm in the UK.
We will realise this vision by ...
- Placing investors’ needs first
- Attracting and retaining only high-quality professional investment managers, stockbrokers and investment focused financial planners and treating them as our clients
- Offering a platform of choice
- Supporting wealth managers and investors with proficient, well trained and service-focused head office associates
- Taking a long-term approach which helps build a strong, stable firm for investors, wealth managers, associates and shareholders

