Raymond James Investment Services
Paul Whitehead FCSI is a Senior Investment Manager and Branch Principal at Raymond James Investment Services, where Paul has been since July 2021. Previously, Paul served as Divisional Director at Brewin Dolphin from May 2011 to July 2021, providing discretionary and advisory fund management services primarily for High Net Worth Individuals, Trusts, and Charities. Paul holds a Master's in Wealth Management, along with qualifications in Private Client Investment Advice and Management and an Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).
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.