Raymond James Investment Services
Christopher Coles has extensive experience in relationship management and sales within the financial services sector, currently serving as Co-Manager of Relationship Management at Raymond James Investment Services since October 2019. Prior to this role, Christopher held positions as Sales & Marketing Manager at Canaccord Genuity Wealth Management and Thomas Miller Investment. Additionally, Christopher worked as Intermediary Services & MPS Client Servicing Manager at Ashcourt Rowan, focusing on client servicing for external IFAs and Managed Portfolio Services. Earlier experience includes a role as a Mortgage Consultant at Countrywide Mortgage Services. Christopher has a strong educational background, with a degree in Management and Business Administration from the University of Reading, complemented by professional qualifications from the Chartered Insurance Institute and the Chartered Institute for Securities & Investment.
Raymond James Investment Services
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. We are committed to helping individuals achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper. Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. Our US parent company, Raymond James Financial, was established in 1962. It has $1.45tn assets under administration and supports approx. 8,700 wealth managers. Follow us for the latest news and opportunities in wealth management, or visit our website for more information. Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 31 March 2024.