Raymond James, Bramham

Raymond James Bramham was founded by Andy McNab and Nick Gartland who share core principles of Trust, Integrity and Fairness. They also shared a belief that wealth management services should and can be delivered in a bespoke manner, tailored to individual circumstances and needs.

Andy McNab CFA

Andy holds the Chartered Financial Analyst designation and is also a Chartered Wealth Manager. He has worked as a Discretionary Investment Manager for over 18 years looking after a range of clients that include individuals, trusts, charities and corporates. Andy is married with two children and in his free time is a keen mountain biker.

Nick Gartland

Nick has been an Independent Financial Planner for over 25 years, advising individuals and families on how best to structure their assets and investments. He is a pensions specialist, with experience of working at a number of the largest investment companies and actuarial practices, he has built a loyal following. Nick is married with two grown up daughters and is an avid golfer, having been a member of The Bradford Golf Club for over 40 years.

Raymond James, Bramham

All investments are chosen to match each client’s appetite for risk.

Our Parent Company, Raymond James Financial Inc. was founded in 1962 and is listed on the New York Stock Exchange. It is one of the ten leading investment services companies in the US with more than 3 million client accounts representing total assets of approximately $1.57tn (as of 30 September 2024).

Raymond James provides strict audited processes, constant monitoring and oversight of investments and independent complaints management.
Raymond James invests significant sums to ensure that its systems and trading platforms are secure, modern and efficient.

Who is Raymond James?

Raymond James Investment Services Limited has operated in the UK since 2001; providing 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 50 years.

Raymond James services and supports entrepreneurial 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.

*All Raymond James stats as of 30 September 2024

Our Parent Company

Raymond James Financial, Inc. is a diversified financial services company founded in 1962 in St. Petersburg, Florida, USA, and a public company since 1983 (NYSE: RJF; market cap $25.2bn).

Approximately 70% of the firm’s revenue is generated by the Private Client Group, which is engaged in wealth management activities.

We also have businesses focused on equity and fixed income capital markets, asset management and banking.

On 30 September 2024, Raymond James Financial announced 147 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 it’s strength and stability. Raymond James’ diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes tumultuous markets.

Raymond James Investment Services is a wholly owned subsidiary of Raymond James Financial and part of its core Private Client Group. Raymond James has over 8,700 wealth managers located in more than 3,100 offices in the US, Canada, the UK and elsewhere overseas. These wealth managers service more than 3 million client accounts representing total assets of approximately $1.57tn.

Raymond James is a Fortune 500 company.

*All Raymond James stats as of 30 September 2024.