Cheltenham: 01242 801420 Exeter: 01395 548458 Client Login
Home-1
Home-2
Home-3

Welcome to Raymond James, Wessex

Raymond James, Wessex is a boutique wealth management firm that builds long-term lasting relationships with clients by providing a financial planning and investment management service to suit their needs.

We leverage the extensive resources and expertise of our parent company Raymond James Financial Inc. in the US which has over 3,000 offices worldwide. This combines the strength and stability of a secure, international, financial services organisation with the personal service of a local branch of Raymond James Investment Services in the UK.

Social media fraud notice

How can we help you?

I'd like to

Build my investments

Saving for a specific purpose or looking to build the value of your investments over the long-term.

Invest to build

I'd like to

Generate an income

You may require income during retirement – to cover care costs or simply for peace of mind.

Invest for income

I'd like to

Invest
ethically

Conscious of where your money is invested and wanting to support certain sectors.

Invest ethically

Working with a Raymond James wealth manager

We are dedicated to the interest of our clients, offering you the professional guidance you need to help meet your financial goals.
Meet the team

Our clients are at the centre of everything we do. Starting with a blank piece of paper, we work to understand what is important to you and build our solution to fit with your needs.

We take great care when managing a clientʼs investments, drawing on the research of over 80 in-house analysts and a wide range of external sources to continually monitor your investments. Reporting back to you in your preferred format.

What our clients have to say

Raymond James Investment Services, Cheltenham Spa
Raymond James Investment Services, Cheltenham Spa
4.8
Based on 6 reviews
powered by Google
review us on
Phil DPhil D
11:47 07 Jul 22
First rate and very personal investment services. Always treated as an individual with a focus on understanding my/our needs, rather than being sold at, or treated as just another client
Paul GarfieldPaul Garfield
09:25 03 Jul 22
We have known Paul for many years and he has always been most attentive and understanding in all our dealings with him. When he moved to Raymond James we were delighted that we could move our business to him as his help and advice is always appreciated.
David RimmerDavid Rimmer
08:30 29 Jun 22
Excellent professional advice and always kept well informed. A company interested in the individual. Recommended.
Martin MoormanMartin Moorman
17:10 28 Jun 22
Our connections with Raymond James were principally through the company’s recruitment of our own account manager, who started working with them in 2020.A good account manager is probably a bit like a good dentist or doctor. They tend to attract customer loyalty.So it was with our financial portfolio and our decision in 2021 to stay loyal to our account manager and transfer our assets over to Raymond James .The transfer process was incredibly easy and smooth and handled expertly by Paul.Whilst the recent economic turbulence have made things more difficult financially we are confident that we have good expertise at RJ backing us and that over the long term we have as safe a pair of hands as any steering the course of our finances.Based on a longer time period than that open to us in this new relationship, I would normally have scored their service as 5*. However we remain very much in the infancy of our relationship with Raymond James so I feel that a 4* review is a fair one at this pointMartin and Nicky Moorman
Nigel ChanningNigel Channing
14:33 28 Jun 22
Personal service, integrity, confidence and discretion based on a continuity of understanding of personal and family financial needs and constraints are vital in this business. You need to know, if you do not have a relationship already, that the person you will be dealing with is committed to developing this sort of rapport. Paul Whitehead offers this in exemplary fashion and so, because, with Raymond James, we could be confident he would still be supported by experienced analysts, we were happy to transfer our business with him when he moved rather than start again with an unknown individual. While it is early days for us with Raymond James, the transfer has been seamless and we have certainly not regretted this decision. If there has been any element of 'corporate identity' in the change', it has been subtle. The face we still see is Paul's who remains as we have always known him but, as he now runs a branch, his leadership should develop others in his own reassuring ethos.
js_loader

Latest insights

The merry, merry month of May

The merry, merry month of May

Roses and thorns

Roses and thorns

Investment Strategy Quarterly – April 2025

Investment Strategy Quarterly – April 2025

View all insights

If you would like to start the conversation, please get in touch

Contact us

The value of investments, and the income derived from them, can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

NOTICE TO CLIENTS

Raymond James is aware that some Instagram users are including Raymond James branch website addresses in their bios. However, it’s important to clarify that Raymond James Investment Services (Raymond James) have no affiliation with non-Raymond James accounts on Instagram or any other social media platforms, including but not limited to LinkedIn, Facebook, Instagram, Threads and X.

To verify any communications claiming to originate from Raymond James, please contact the Raymond James Compliance Monitoring team at RJWMComplianceMonitoring@RaymondJames.com or call us on 020 3798 3060 to speak with the team.

For further details about Raymond James Investment Services, you can visit the Financial Conduct Authority (FCA) website: Raymond James Investment Services Ltd (fca.org.uk).