About us

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.






Raymond James Investment Services

Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.

Raymond James services and supports investment managers and investment focused financial planners in the UK, who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.

Raymond James Investment Services and Raymond James Financial stats as at 31 March 2024.

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 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.45tn.

On the 31 March 2024 RJF announced 145 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 2024

Raymond James Investment Services and Raymond James Financial stats as at 31 March 2024.

Consumer Duty

Fairness is one of our key values here at Raymond James, Monument. This is also embedded throughout Raymond James as a firm.

Protecting your assets

Raymond James administers your accounts, and we have an arrangement with Pershing Securities Limited (PSL) to act as custodian for your investments.

If you would like to start the conversation, please get in touch