Raymond James opens third branch of 2021 in Cheltenham

Headed by Paul Whitehead

clock • 1 min read

Raymond James has opened its third branch of 2021 in Cheltenham, headed by Paul Whitehead.

Whitehead joins from Brewin Dolphin where he began his career in wealth management more than a decade ago. The new branch in Cheltenham Spa will provide discretionary management services to clients across the UK. Whitehead will be responsible for developing the branch's investment proposition, drawing on both in-house and institutional research to provide investment solutions to clients. "The pandemic has given me a chance to reset and consider what is important in my profession, namely, building lasting and meaningful relationships with clients and the resulting satisfaction of pr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

The Penny Group acquires Midlands-based HNW advice firm

The Penny Group acquires Midlands-based HNW advice firm

Latest deal as part of the Chartered firm’s ‘buy and build’ strategy

Isabel Baxter
clock 12 March 2024 • 2 min read
FCA fines advice firm nearly £900,000 over British Steel failings

FCA fines advice firm nearly £900,000 over British Steel failings

IFM ‘poorly advised’ clients to transfer out of DB pension schemes

Isabel Baxter
clock 11 March 2024 • 2 min read
Swindon advice firm declared failed by FSCS for pensions advice

Swindon advice firm declared failed by FSCS for pensions advice

A.P Financial Services UK is no longer trading

Isabel Baxter
clock 11 March 2024 • 1 min read