Raymond James, Monument

Raymond James, Monument offers wealth management services to individuals, families, business owners, and charities. Based in Newcastle, they focus on providing service at competitive and transparent costs.
  • Tax planning
  • Estate planning
  • Financial planning services
  • Wealth management solutions
  • Discretionary investment management
  • Investment management for individuals and businesses

Size
Small
Phone
0191 303 4260
Email
Available in Endole App
Digital Popularity
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Close Brothers Asset Management
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Company Details
Raymond James, Monument is operated by Raymond James Investment Services Limited and is a Active company incorporated on 28 May 1999 with the registered office located in London, Greater London. Raymond James Investment Services Limited was registered 26 years ago.

Status
Active
Size
Large
Directors
10
Age
26 years old
Employees
256
Turnover
£88.35M
Total Assets
£50.35M
Cash in Bank
£26.94M
Total Liabilities
-£22.28M

Director • Chairman, President And Ceo • Canadian • Lives in Canada • Born in Feb 1956
Director • British • Lives in England • Born in Apr 1958
Director • Finance Director • British • Lives in UK • Born in Mar 1970
Director • Director • Irish • Lives in UK • Born in May 1958
Director • President, Private Client Group • American • Lives in United States • Born in Mar 1971
Director • Chief Risk Officer • American • Lives in United States • Born in Apr 1980
Teams
All
4
Healthcare
1
Finance
1
Other
3
Chartered Wealth Manager & Co Founder • Joined Jun 2023
Chartered Wealth Manager • Joined Jun 2023
Wealth Manager Trainee • Joined Sep 2023
Chartered Wealth Manager Raymond James Monument • Joined Oct 2023
Chartered Wealth Manager & Branch Principal • Joined Jun 2023
Chartered Wealth Manager • Joined Jun 2023
Chartered Wealth Manager & Co Founder • Joined Jun 2023
Wealth Manager Trainee • Joined Sep 2023
Chartered Wealth Manager Raymond James Monument • Joined Oct 2023