Raymond James, Chowley
Raymond James, Chowley is a branch of Raymond James Investment Services co-founded by John Simpson and Audrey McKinstry.
As part of Raymond James, 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 Limited 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. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.18 billion in client assets in the UK.
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, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Stats correct as at 30 September 2024.
*Raymond James Investment Services and Raymond James Financial stats as at 30 September 2024.
Raymond James Financial
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.57tn.
On 30 June 2024 RJF announced 147 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
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.
