Rupert is Branch Principal of Raymond James Thorpe Park Leeds. He is an experienced investment professional with a long-held passion for helping clients to realise their unique investment goals. Rupert says; “My guiding principles are fairness, insight, trust and integrity. I am passionate about providing bespoke investment solutions to my clients and their families, helping them to achieve their long-term financial goals. My four principles run through everything that we do as a Raymond James branch and continue to aim for as investment professionals.”
A graduate of Politics & Economics from Newcastle University, Rupert began his career in wealth management with Investec Wealth & Investment Management where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army.
Rupert is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager, a designation that recognises him as an industry member at the pinnacle of his profession.
Rupert is married with two children and in his free time he enjoys surfing, keeping fit and watching England and Northampton Saints play rugby.
Emma is Office Manager at Raymond James Thorpe Park Leeds and is responsible for managing the day-to-day running of the office, including client administration, queries and building client relationships.
Prior to joining Raymond James, Emma has worked in a number of roles ranging from studio and office management for a public affairs agency, PR for finance and technology start-ups and managing a tattoo studio. Emma studied History of Art and then Illustration at the University of Westminster and has a passion for renaissance art, 19th century French painting through to modern street art. Having relocated from London to Yorkshire she enjoys walking in the Yorkshire Dales and wider countryside. Emma still draws and paints and also takes commissions as a freelance illustrator.
Andrew is a Private Client Executive at Raymond James Thorpe Park Leeds. He has considerable wealth management experience and enjoys building and developing client relationships.
Andrew joined Raymond James Thorpe Park Leeds from the Raymond James Moorgate Office in London’s square mile where he was a lead client adviser. Prior to that Andrew worked as an advisory stockbroker, focusing on direct equity and mutual fund portfolios. He also has a keen interest in the private equity and hedge fund sectors. Before working in finance, Andrew was a director of his family’s Yorkshire based engineering firm.
Andrew holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities and Investment (CISI).
He is a proud Yorkshireman and, having travelled extensively in his younger years, is now living back on Yorkshire’s East Coast with his wife and two young children. Andrew is a keen chef and likes to keep his hand in in the kitchen creating great food with local ingredients.