Latest News

Raymond James ranked #7 in FTAdviser's Top 100
We are delighted to share with you that Raymond James Investment Services has recently been ranked number 7 in the FTAdviser’s 2018 Top 100 Financial Advisers! This is such a huge achievement for the Group as we’ve secured our place in the Top 10 in the UK for the first time. In less than a year, our Group has jumped an impressive 14 places; Peter Moores, Chief Executive Officer, explained this as the result of a fantastic business model.

“Firstly, our wealth managers can deliver the bespoke investment proposition they believe is suitable for their clients. Secondly, wealth managers like the fact we do not impose restrictive covenants on them, which can often indirectly restrict a clients’ ability to choose who they work with.”
FTAdvisors 2018 Top 100
For the past five years the Top 100 Financial Advisers list has been celebrating the country’s very best financial advisory businesses based on gross sales using data from Strategic Insight, however this year the ranking algorithm took a broader approach.

This year, the list was based on how well different advice businesses recommend assets in an array of economic and interest-rate environments and how highly qualified the advisers are. The change was made to incorporate smaller businesses within the list and award the quality of service over the profit made.

Peter Moores also reflected on the success of individual branches, which have all seen strong growth throughout the year. Raymond James has seen a client asset inflow to outflow ratio of 20 to one – just highlighting the importance a high-quality service and expert team plays in strong client retention.
Raymond James was built upon a client-focused approach, and each branch constantly strives to improve the service they offer their clients. We recently received the results from our ‘Client Opinion Survey Report 2018’ and are proud to say that is doing exceedingly well in client satisfaction. 

  Read more here