As a global financial services firm, we believe it is important to give back to the communities in which we operate in.
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.
Since Raymond James was founded in 1962, we have been committed to giving back to our communities by supporting health and social services, education, as well as culture and the arts.
As individuals, we have also supported a number of local and national charities through personal financial and time commitments, including sitting as charity trustees and through work undertaken with private charitable trusts.
Corporate Responsibility
Raymond James is committed to its mission to be a financial services firm as unique as the people we serve, transforming lives, businesses and communities through the power of personal relationships and professional advice.
The Raymond James Corporate Responsibility report illustrates our commitment to four pillars: cultivating a people-first workplace, making sustainable business and operational decisions, giving back to the communities in which we live and work, and maintaining our long-standing dedication to strong corporate governance.