Raymond James, Chowley
Raymond James, Chowley is an independent investment management and wealth planning branch co-founded by John Simpson and Audrey McKinstry.
With the backing of a multi-billion pound corporation, Raymond James, Chowley combines the strength and stability of a secure international financial services organisation, with the personal service of a local branch.
Raymond James Investment Services
Raymond James Investment Services is the U.K. Private Client Wealth Management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in Florida, U.S.A., established in 1962.
Raymond James Investment Services has operated in the U.K. since 2001 and our model of enabling highly experienced wealth management professionals to operate their own independent investment boutique has proved a great success. There are now over 100 Raymond James practices across the U.K., managing 18.18bn of client assets.
Stats correct as at 30 September 2024.
*Raymond James Investment Services and Raymond James Financial stats as at 30 September 2024.
Raymond James Financial
Raymond James Financial, Inc., is listed on the New York Stock Exchange under the symbol RJF. It has more than 1.57tn of assets under management, has a record of continuous profitability stretching for more than 30 years and, as a member of the Fortune 500, is ranked amongst the more admired companies in the world by Fortune magazine.
Stats correct as at 30 September 2024.
*Raymond James Investment Services and Raymond James Financial stats as at 30 September 2024.
The Team – Our founders have over 50 years of combined investment experience
John Simpson
John Simpson is co-founder of Raymond James, Chowley. Having started at Cazenove & Co in 1994, John has almost 3 decades of experience in investment management. His role focuses on generating wealth and preserving capital for individual clients, their families, their trusts and their pensions. John uses his professional experience in his role as Trustee for a number of local trusts.
John is a Fellow of the Chartered Institute for Securities and Investment.
Audrey McKinstry
Audrey is a co-founder of Raymond James, Chowley having been involved in private client investment management since joining William F Coates & Co, Stockbrokers in March 1987.
With a wealth of experience in investing and markets, gained over 33 years, it is this which Audrey draws upon to provide a broad range of portfolios for individuals, their families, Trusts and Charities.
Whilst looking to grow and preserve wealth, of equal importance is taking the time to listen to clients, to build strong client relationships, delivering investment management based on their specific needs.
Audrey is a Chartered Fellow of the Chartered Institute for Securities and Investment as well as a Chartered Wealth Manager.
