Raymond James opens third branch of 2021 in Cheltenham

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...