Register

The Personal Investment Management & Financial Advice Association (PIMFA)

Join

Show All Results

Filter by Topics

Dictionary

Login Home
Why PIMFA
Our Work
Events & Learning
News
Indices
About Us
Why PIMFA
Our Work
Regulatory Policy and Compliance
Ensuring firms adhere to rules, guidelines, and regulations, maintaining market integrity and consumer protection....
Brexit
The UK's departure from the EU, requiring regulatory adjustments to ensure financial stability and consumer protection....
Consumer Duty
Consumer Duty requires firms to act in the best interests of customers, ensuring fair outcomes and clear communication....
Customer Vulnerability
Where consumers may be more susceptible to harm, requiring firms to provide fair treatment, support, and tailored services....
Data Protection
Safeguarding data through secure processing, compliance with regulations, transparency, and preventing misuse or unauthorised access....
Financial Crime
Protecting against activities like fraud, money laundering, and market abuse, threatening financial system integrity and consumer protection....
Financial Services Compensation Scheme
The UK’s statutory compensation scheme for customers of UK authorised financial services firms. It can step in to pay compensation if a firm is unable, or likely to be unable,...
Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets....
Markets in Financial Instruments Directive/Regulation (MiFID/MIFIR)
Regulation to enhance financial markets transparency, investor protection, and improving trading practices across financial sectors....
Pensions
The increasingly complex pension landscape for firms as they navigate a changing regulatory environment....
Product Disclosure
PRIIPs (Packaged Retail and Insurance-based Investment Products) ensuring transparent, standardised information for retail investors on investment products....
Retail Disclosure Framework
Providing clear, accurate information to consumers about financial products, ensuring transparency and informed decision-making....
Senior Managers Certification Regime (SMCR)
SMCR (Senior Managers and Certification Regime) ensures accountability, clarifies roles, and enhances individual responsibility within financial services firms....
Sustainable Finance and ESG
Integrating environmental, social, and governance factors into investment decisions to promote long-term positive impact....
Talent, Inclusion, Diversity and Equity (TIDE)
Find out more to see how PIMFA is committed to promoting Talent, Inclusion, Diversity and Equity (TIDE) in our industry....
Public Affairs
Managing relationships with stakeholders, including government, regulators, and the public, to help shape policy and regulatory outcomes....
Operations
Firm’s internal processes, systems, and controls, ensuring efficient, secure, compliant, and resilient operational functions....
Advisers' Sustainabilty Group
Industry-led working group to focus on enhancing sustainable finance capabilities within the financial advice sector....
UK Platform Group
An independent group of retail platforms working together to drive positive change. Run by platform firms, for platform firms....
Talent, Inclusion, Diversity and Equity
Promoting talent, a diverse workforce, and creating inclusive environments....
Leading Lights Forum
The PIMFA Leading Lights Forum brings together talented young people from across our member firms who conduct primary research focusing on current hot topics impacting us all across our industry....
PIMFA Wealthtech
PIMFA's FinTech platform and digital marketplace created to drive innovation and enhance collaboration between FinTechs and the wealth management and financial advice sector....
PIMFA Groups
PIMFA Groups consist of committees, forums, briefings and working groups for our member firms to discuss and examine key topics within our industry....
Guides
See a range of Guides to support our member firms covering different topics....
Thought Leadership
Engaging with stakeholders to shape policies, providing insights and promoting informed industry discussions....
Response Papers
PIMFA responds on behalf of our membership to regulator and government consultations. We do this via feedback and discussion with member firms via our committees, working groups....
make it. Campaign
Our 'make it' campaign is dedicated to changing perceptions and encouraging an exciting and diverse mix of new talent into our industry....
Events & Learning
PIMFA Events
Connect, collaborate and celebrate with PIMFA Events. From insightful webinars and thought-provoking symposiums to prestigious awards and vibrant networking opportunities, our events bring the wealth management and financial advice community...
PIMFA Learning
Elevate your expertise with PIMFA Learning Events - dynamic, industry-focused training designed to empower financial professionals. Stay ahead with cutting-edge insights, practical skills, and networking opportunities tailored for your growth....
Industry Events
Stay informed and engaged with PIMFA's Industry Events. Discover a curated selection of conferences, seminars, workshops, and networking opportunities hosted by industry leaders. Stay ahead of trends, gain fresh insights...
PIMFA Groups
PIMFA Groups consist of committees, forums and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues such...
Get Involved
Take an active role in shaping the industry's future. Whether you're looking to attend, sponsor, exhibit, or speak, PIMFA Events offer unparalleled opportunities to connect, share insights, and make an...
News
Indices
The MSCI PIMFA Private Investor Index Series
The MSCI PIMFA Private Investor Index Series is a set of indices designed to represent the performance of a diversified portfolio of assets that are relevant to private investors....
The MSCI PIMFA Equity Risk Index Series
The MSCI PIMFA Equity Risk Index Series is a collection of five composite indices designed to mirror the performance of multi-asset strategies employed by UK wealth management firms....
About Us
About PIMFA
PIMFA is the voice of the UK’s personal wealth services sector. PIMFA champions a culture of financial health for all and represents and supports providers of wealth management services, financial...
PIMFA Staff
PIMFA's staff cover a variety of aspects at PIMFA from expert technical guidance to membership support and much more....
PIMFA Board
PIMFA’s Board governs the workings and strategic direction of PIMFA led by our Chairman, Lord Deben, and CEO, Liz Field. It consists of leading senior figures from a representative...
PIMFA Groups
PIMFA Groups consist of committees, forums, briefings and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues...
Advisers' Sustainability Group
PIMFA provide the Secretariat to the FCA's industry-led working group to focus on enhancing sustainable finance capabilities within the financial sector....
UK Platform Group
An independent group of retail platforms working together to drive positive change. Run by platform firms, for platform firms....
Corporate Social Responsibility/Sustainability
Sustainable Finance & ESG is an area of strategic focus for PIMFA making sure we are championing a high standard for our future....
Annual Report
PIMFA’s annual report is a review of our purpose, activity and key achievements over our membership year which runs from 1st June to 31st May....
PIMFA Members
PIMFA's membership is on a corporate level. We represent both full and associate member firms. See who our member firms are....
PIMFA Plus
PIMFA Plus offers our full and associate member firms a suite of valuable services and curated products at bespoke rates from specialised partners that work with PIMFA....
PIMFA Careers
Job opportunities at PIMFA....
Find a Firm
Use our online directory to find a PIMFA member firm who can help you manage your money, buy and sell shares and access financial advice....
About Our Industry
Our industry helps people navigate the difficult financial decisions needed throughout the stages of their life. These professionals provide valuable expertise and support. ...
PIMFA Members
PIMFA's membership is on a corporate level. We represent both full and associate member firms. See who our member firms are....
PIMFA Groups
PIMFA Groups consist of committees, forums, briefings and working groups which provide an opportunity for individuals from our member firms to discuss relevant topics within our industry and examine issues...
PIMFA WealthTech
PIMFA Wealthtech develops new concepts and promotes the latest technologies for the benefit of our members....
Find a Firm
Use our online directory to find a PIMFA member firm who can help you manage your money, buy and sell shares and access financial advice....
Want to Collaborate?
Get in touch if you would like to collaborate with us in any of these areas. ...
Contact Us
All the details you will need to contact PIMFA....

Show All Results

Filter by Topics

Raymond James Investment Services Ltd

Raymond James Investment Services has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.

We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, we benefit from the size and scope of a well-established, profitable and diversified financial services firm.

We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, we benefit from the size and scope of a well-established, profitable and diversified financial services firm.

A list of Raymond James Investment Services branches can be found here: www.raymondjames.uk.com/personal-investing/find-a-wealth-manager/
Visit Site
Raymond James
Ropemaker Place
25 Ropemaker Street
London
City of London
EC2Y 9LY
020 3798 3000

Service Types

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Discretionary Services
Advisory Portfolio Management
Comprehensive Financial Planning
Financial Advice

Investment Types

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Corporate Bonds
Exchange Traded Funds
Funds
Gilts
Investment Trusts
ISAs
Junior ISAs
Self-Invested Personal Pension

Addresses

Below you will find a list of addresses for the firm

Filter by Region

Raymond James
Ropemaker Place
25 Ropemaker Street
London
EC2Y 9LY
Brocklebank Investment Management
33 St James's Square
London
SW1Y 4JS
Raymond James Hanover Square
14 Hanover Square
Mayfair
London
W1S 1HN
Raymond James Richmond
Oriel House, 26 The Quadrant
Richmond
London
TW9 1DL
Raymond James Monument
Portland House
54 New Bridge Street West
Newcastle upon Tyne
NE1 8AP
Raymond James London Wall
80 Coleman Street
London
EC2R 5BJ
Raymond James Poole
Ground Floor, Phoenix House
Upton Road
Poole
BH17 7AG
Raymond James Water Street
Suite 205
1 Old Hall Street
Liverpool
L3 9HF
Raymond James Fulham
Riverbank House
1 Putney Bridge Approach
London
SW6 3JD
Charles Nicholson Asset Management
Oak 1, Dissington Hall
Dalton
Newcastle Upon Tyne
NE18 0AD
Raymond James Cheltenham Spa
Festival House
Cheltenham
GL50 2SZ
Raymond James Jewry Street
Dawson House
5 Jewry Street
London
EC3N 2EX
Scrase Investment Management
Belsyre Court
57 Woodstock Road
Oxford
OX2 6HJ
Raymond James Barbican
90 Basinghall Street
London
EC2V 5AY
Raymond James Royal Exchange
32 Threadneedle Street
London
EC2R 8AY
Raymond James Spinningfields
22 St John Street
Manchester
M3 4EB
Bloomsbury Wealth
11th Floor
30 Crown Place
London
EC2A 4BT
Manorbridge Investment Management
3-8 Bolsover Street
London
W1W 6AB
Equerry Investment Management
220 Regus
450 Bath Road
London
UB7 0EB
1st Port Asset Management
4th Floor
49 St James Street
London
SW1A 1AH
Raymond James Chowley
One Chowley Oak
Tattenhall
CH3 9EX
Raymond James Embassy Gardens
5 Riverside Court
20 Nine Elms Lane
London
SW8 5DB
Raymond James Kendal
Suite 6 Kendal Business Hub
Lowther Street
Kendal
LA9 4DQ
Raymond James Harrogate
82 Leeds Road
Harrogate
HG2 8HB
Raymond James Golders Green
230 Golders Green Road
London
NW11 9AT
Raymond James Belgravia
52 Grosvenor Gardens
London
SW1W 0AU
Raymond James Hitchin
Paynes Park House
Paynes Park
Hitchin
SG5 1EH
Raymond James Exeter
Winslade House, Winslade Park Avenue
Clyst St Mary
Exeter
EX5 1FY
Raymond James Truro
68 Lemon Street
Truro
TR1 2PN
The Investment Boutique
Wolfelands
High Street
Westerham
TN16 1RQ
Raymond James Wanstead
40 Wellesley Road
London
E11 2HF
Raymond James Buckingham
Unit 9 West Well Farm Barton Road
Tingewick
MK18 4BD
Raymond James Nascot Wood Treetops
1 Denewood Mews
Watford
WD17 4AP
Raymond James Chichester
The Old Coach House, 14, West Pallant
Chichester
PO19 1TB
Raymond James Royal Exchange
1 King William Street
London
EC4N 7AF
Raymond James Bramham
Bowcliffe Hall
Bramham
Wetherby
LS23 6LP
Raymond James South Cotswolds
Pure Offices, Kestrel Court
Waterwells Drive
Gloucester
GL2 2AT
Raymond James Mayfair
Level 1, Devonshire House
1 Mayfair Place
London
W1J 8AJ
Raymond James Wilmslow
Suite 5, Springfield House
Wilmslow
Wilmslow
SK9 5BG
Raymond James Hart
The Workshop at Meadow View Cottage
Watery Lane
Church Crookham
GU52 0RN
Raymond James Cannock Chase
Unit 1.22 Cannock Chase Enterprise Centre
Walkers Rise, Rugeley Road
Hednesford
WS12 0QU
Raymond James Chamberlain Square
Spaces Crossway
156 Great Charles Street
Birmingham
B3 3HN
Raymond James Investment Fife
Blebo Tower , Belbo Craigs
St Andrews
Fife
KY15 5TZ
Raymond James London Road
Richmond Terrace
49 London Road
Tunbridge Wells
TN1 1DT
Raymond James Mill Hill
37 Victoria Road
Mill Hill
London
NW7 4SA
Raymond James Ropemaker Place
Ropemaker Place
25 Ropemaker Street
London
EC2Y 9LY
Raymond James Oxford
Prama House, 267 Banbury Road
Summertown
Oxford
OX2 7HT
Lunesdale Investment Managers
Unit 3 Strands Barn, Strands Farm Lane
Hornby
Lancaster
LA2 8JF
Raymond James Cardiff
8 Ty-Nant Court
Morganstown
Cardiff
CF15 8LW
Raymond James Stanmore
Devonshire House , 582 Honeypot Lane
Stanmore
London
HA7 1JS
Brighton Capital Management
Second Floor , 27 Palmeira Mansions
Church Road
Brighton
BN3 2FA
Raymond James Ribble Valley
8 Berry Lane
Longridge
Preston
PR3 3JA
Raymond James Gunnersbury
14 Gunnersbury Avenue
London
W5 3NJ
Stockdale Asset Management
St Ingunger Offices
Lanivet
PL30 5HS
Raymond James Weald of Kent
5 Eclipse Park
Sittingbourne Road
Maidstone
ME14 3EN
Raymond James East Yorkshire
Peeler House
1 Ferriby Road
Hessle
HU13 0RG
Raymond James Thorpe Park Leeds
4100 Park Approach
Thorpe Park
Leeds
LS15 8GB
Mosaic Money Management
Talbot House
Albion Street
Chester
CH1 1RQ
Ferry Financial
57a Henley Street
Stratford-upon-Avon
CV37 6PT