Raymond James to launch wealth management offering in north west England

Raymond James Wealth Management has announced plans to launch Raymond James, Chester to provide investment management and financial planning services to clients in the north west of England.

The new offering will be launched and led by three new appointments: John Willis, Myles Tunstall and David Morrell.

All three have been appointed from Quilter, bringing more than 60 years of combined experience in financial planning and investment management.

Based in Chester, they will provide integrated wealth management services to individuals, families, trusts, charities, and business owners across Chester, Cheshire and the wider north west.

Raymond James said the launch strengthened its presence in the north west of England and reflected its focus on attracting experienced advisers to the firm.

With the wealth management sector increasingly moving towards more standardised and centralised models, Raymond James said it would continue to invest in its proposition centred on personalised advice, adviser flexibility, and long-term client relationships.

"We are delighted to welcome John, Myles and David to Raymond James,” commented Raymond James Wealth Management chief executive officer, Kim Jenson.

"Having brought our UK wealth management businesses together under a single Raymond James brand, we are now focused on the next phase of our growth strategy.

“A key part of that is attracting high-quality wealth managers who share our values and our belief in the power of personal relationships.

"We continue to see strong demand from experienced wealth managers looking for a firm that combines personalised advice, professional choice and long-term support.

Raymond James, Chester branch principals and investment managers, Willis and Tunstall, added: "Throughout our careers, we have believed that the best client outcomes come from long-term relationships and advice tailored to individual circumstances.

“As the industry evolves, it was important for us to find a firm that shares our commitment to personal advice and gives us the flexibility to serve clients in the way that fits their unique circumstances.

"We believe successful wealth management begins with understanding what matters most to our clients.

“Our role is not simply to manage investments or provide financial advice, but to become trusted long-term partners, helping clients make the most of their wealth and providing greater confidence in their financial future."

---