About Us

At Raymond James, Poole we provide clients with a quality and highly personalised wealth management service

With access to award-winning research from both in-house analysts and external providers, robust compliance and supervision, and superior back-office administration, we have the expertise and infrastructure to help our clients meet their financial goals.

Raymond James Investment Services

Raymond James Investment Services head office is based in the heart of London’s financial capital, situated at Ropemaker Place, Ropemaker Street EC2.

Raymond James Investment Services is one of the fastest growing wealth management businesses in the UK, representing a mix of private client investment managers and investment focused financial planners.

RAYMOND JAMES INVESTMENT SERVICES
At a Glance

All stats correct as at 30 September 2024.

Raymond James Financial

Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.

RAYMOND JAMES FINANCIAL
At a Glance

All stats correct as at 30 September 2024.