About Raymond James


Raymond James Investment Services Limited (Raymond James) provides the vital services of compliance monitoring, branch supervision, FCA Authorisation and professional indemnity insurance. Raymond James administration services include access to investment tools and research, dealing and settlement services, direct market access as we are an LSE Member Firm, ability for clients to borrow against their portfolio*, investment administration, secure online account access, tax reporting, multiple tax wrappers, broad range of asset classes, data export capability and in specie transfers. This business structure allows us to offer our clients a particularly high level of personal service with world class administration.

(*subject to status)

Raymond James’ parent company, Raymond James Financial Inc. (RJF), is one of the largest financial institutions in the US. Our relationship with them gives us access to worldwide resources and the benefits of more sophisticated technology and institutional dealing capabilities. RJF currently has over 7,300 wealth managers located in 3,000 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 $664 billion.

In the UK, Raymond James supports 252 wealth managers located in 97 commercially independent practices. These practices serve approximately 37,000 client accounts representing assets of £7.7bn.

(All stats as of 30th June, 2017)

Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Its registered office is at Broadwalk House 5 Appold Street London EC2A 2AG. Raymond James is a registered trademark of Raymond James Financial Inc.To find out more about Raymond James go to:

Peregrine & Black Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN 757727).