Raymond James, Monument was founded to provide first-class, personalised wealth management services.
Based in the historic Monument area of Newcastle and serving clients across the northeast and beyond, we are committed to delivering service with a personal touch to individuals, families, business owners, and trusts and charities.
As a local Raymond James branch, we offer bespoke solutions while benefitting from the combined strength and security provided by being a part of a well-established profitable and diversified financial services firm.
Trust
Integrity
Fairness
Transparency
Professionalism
About Raymond James
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.
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.
Our parent company
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 8,800 wealth managers (as at 30 September 2024) located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.54tn.
On 31 March 2025 RJF announced 149 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 31 March 2025 unless otherwise stated.
