Based in the heart of Newcastle, Raymond James Monument is a wealth management business providing personalised investment management and financial advice to individuals, families, entrepreneurs, business owners, Trusts and Charities across the North East and beyond.
We believe great wealth management is about much more than investments. It is about understanding our clients, their businesses, their families and what they ultimately want their wealth to achieve. Our approach combines the personal relationships, flexibility and local decision-making of a North East business with the strength and resources of the global Raymond James group.
We are particularly passionate about working with entrepreneurs and business owners, helping them navigate the opportunities and challenges that come with creating, growing and ultimately realising value from a successful business. Whether that means investing personal wealth, planning for retirement, preparing for a business sale or thinking about the next generation, our aim is to build long-term relationships and provide clear, straightforward advice.
As a North East team, we are also committed to playing an active role in the region's business community. We believe in connecting people, supporting ambitious businesses and contributing to the continued growth and success of the North East. That philosophy has been part of the team’s vision for the business from the outset.
Personal. Local. Entrepreneurial. Supported by global strength.
Please don’t hesitate to get in touch with us by visiting our website - www.monument.raymondjames.uk.com - by email - RJUK-Monument@RaymondJames.com - or just give us a call on 0191 303 4260.
