Raymond James Investment Services
James Johnson is a seasoned financial professional with extensive experience in financial planning and advisory roles. Currently serving as a Financial Planner at Raymond James Investment Services since November 2019, James specializes in tax and financial planning advice, particularly in areas such as pensions, personal taxes, capital gains tax, inheritance tax, share schemes, and corporate taxation. Prior experience includes positions at Ellis Bates Financial Advisers, bdhSterling, Emigrate 2, and Halo Financial Ltd, where James engaged in various capacities including Financial Planner, Financial Adviser, and Business Development Manager. James possesses an Associate degree in Willwriting from the Institute of Professional Willwriters and a Diploma in Financial Advice from the LIBF, underscoring a strong educational foundation in financial services.
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.