About Us

Raymond James, Thorpe Park Leeds

Raymond James, Thorpe Park Leeds was established in 2015 to serve the investment needs of business people in the North of England and their families. Since that time, it has grown and expanded its geographical reach. We are an independent business providing bespoke investment and wealth management services to our clients whom we are proud to serve. We build genuinely long-term relationships and work inter-generationally to achieve the best possible outcomes for our clients.

Raymond James Investment Services

Raymond James Investment Services Limited (Raymond James) is a fast growing wealth management business, supporting over 100 commercially independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. We commenced operation in the UK 2001 and now have over 38,000 client accounts representing total client assets of £10.08 billion.*

The security of your assets is of utmost importance. Raymond James administers your accounts, and we have an arrangement with Pershing Securities Limited (PSL) to act as custodian for your investments. Pershing is part of the a bank of New York Mellon – one of the largest custodians of financial assets with $35.2 trillion in client assets* under custody and/or administration.** Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

Pershing Securities Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority.

*All stats correct as at 31 March 2020

Raymond James Financial

Raymond James Financial, Inc. is a diversified financial services company founded in 1962 in St. Petersburg, Florida, USA, and a public company since 1983.

On March 2020, Raymond James Financial announced 129 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 its strength and stability. Raymond James’ diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes tumultuous markets.

Raymond James Investment Services is a wholly owned subsidiary of Raymond James Financial and part of its core Private Client Group. Raymond James has over 8100 wealth managers located in more than 3,000 offices in the US, Canada, the UK and elsewhere overseas. These wealth managers service more than 3 million client accounts representing total assets of approximately $774 billion*.

Raymond James is a Fortune 500 company.

*All stats correct as at 31 March 2020