The development of an advice firm born in 2001

Model from US and Canada

clock • 6 min read

Celebrating its 21st birthday alongside Professional Adviser, Cherry Reynard talks to Raymond James about its journey in financial advice since it came to the UK in 2001...

Raymond James first came to the UK in 2001. At the time, it was a bold new entrant, hoping to bring lessons from across the pond to a UK market in dire need of a shake-up. In the subsequent two and a bit decades, it has ridden the waves of change in the UK advisory landscape before becoming firmly part of the establishment in early 2022 with its takeover of blue-blooded stockbroker Charles Stanley. When it first arrived on these shores, having been founded in Florida in 1962, it was through a joint venture with Killik. Killik & Co had a 25% stake in Raymond James Investment Services, whi...

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