What makes us different?
An important aspect of investing your money is a full understanding of your short, medium and long term financial needs and goals. We take time and put effort into understanding these needs and goals because we believe that it is only once we have understood them that we can develop investment solutions which are properly fit for purpose, which have the best chance of withstanding market instabilities to deliver the aims for which they were created.
We are not tied to any bank or supplier of financial products. Our service is therefore totally independent and wholly uninfluenced by the suppliers of financial products on offer.
This highly personal, independent service is complemented by the vast resources that Raymond James Investments Services offers. We have an extensive research capability with access to over 80 Raymond James analysts who provide analysis on securities across the globe. From cutting-edge technology to award-winning research, superior back-office administration and continued professional development, we have the expertise and tools to provide a solid, high quality, fully bespoke investment management service to help you achieve your financial goals.
We also work closely with the best financial planners, tax professionals and solicitors where that is what is needed to deliver the right solution for you, making sure that an holistic approach to your financial needs is taken.
James is a Chartered Fellow of The Chartered Institute for Securities and Investments and a Chartered Wealth Manager, a qualification which recognises that he is at the top of his profession. James started his wealth management career in 1994 with a national company, Gerrard, as an investment manager of discretionary and advisory portfolios.
In 2001 James joined Irwin Mitchell Solicitors who were in the process of setting up an Investment Management arm to service high net worth individuals and recipients of personal injury awards. It was here that he gained an in-depth knowledge of the Court of Protection, Personal Injury Trusts and Annuity structure valuations for recipients of injuries. The investment management arm successfully grew and subsequently demerged into IM Asset Management.
In 2005 James took on a head of office position for James Brearley & Sons, before becoming a director at Rathbones in 2011.
James has built up an extremely loyal following over the last 24 years. His clients trust him for his solid investment approach, coupled with his in-depth knowledge of how trusts and financial planning products can be used in conjunction with open architecture investment portfolios to provide a leading investment service. It was the freedom to be able to offer this enhanced, independent and properly personal service for clients that inspired him to set up Raymond James Windermere.
Raymond James, Windermere is an independent branch of Raymond James Investment Services Limited (Raymond James). As a boutique investment management firm, Raymond James, Windermere specialises in building bespoke investment portfolios and providing an unparalleled service to Private Clients, Professional Advisers and Trustees of Trusts and Charities.
Raymond James is an established wealth management business, supporting over 100 independent practices located throughout the UK with over £13.6bn in assets under management.
Raymond James is a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company headquartered in Florida, USA. RJF is a public company listed on the New York Stock Exchange with a wealth management operation throughout the US, Canada and the UK. In total the company service assets of approximately $1.09tn*.
Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.
*All statistics correct as at 31 March 2021