Meet the team

Based across the region of Wessex, we provide wealth and investment services to private clients, trustees, pension funds and their advisers across the UK.

Meet the Raymond James, Wessex team

Paul Whitehead FCSI
Senior Investment Manager, Branch Principal
Benjamin Smith
Chartered Financial Planner
Andy Welch
Chartered Financial Planner
Duncan Ratley
Consultant
Martin Glover
Consultant
Andrew Margrie
Client Services Manager
Sarah Ward
Client Administrator
Emma Wilson
Client Administrator
Aniko Meli
Executive Assistant

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