View over Sandbanks towards Bournemouth
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Welcome to Raymond James, Poole

With over 3000 branches, Raymond James Financial, our parent firm, forms one of the worldʼs largest financial services organisations. Raymond James Investment
Services Limited is the UK private client wealth management arm of Raymond James Financial Inc which commenced operations in 2001. Raymond James, Poole is a South Coast-based branch established to focus primarily on high-net-wealth clients seeking the security and strength of a large global financial services firm. Clients will benefit from a highly personalised service delivered by experienced chartered Wealth Managers.

Everything we do is intended to support an exceptional level of quality and care for every Raymond James client

At Raymond James, we are dedicated to the interests of our clients, offering the
professional guidance you need to help meet your financial goals. In short,
when you become our client, your needs – and the portfolios we design based
on your objectives – drive everything we do.

Our foundations are built on:

Financial Security of our clients' assets

Professional Investment Management

Strength of research and resources

Working With a Raymond James Wealth Manager

When you become our client, your needs and the portfolios we design based on your objectives drive everything we do.

Inflation: The Dog that Barked In The Night?

Sixty years ago, Marshall Nirenberg and Henrich Matthaei began the process of cracking the genetic code. Thanks to their persistence and resilience, today’s scientists developed effective mRNA-based vaccines in record time – saving millions of lives from COVID-19. With the darkest days of the pandemic behind us, investors can also appreciate the resilience of the economy and financial markets and the hopeful prospect of brighter days ahead.