EF News
The Entrepreneurs’ Forum has welcomed Newcastle-based wealth management business Raymond James Monument as its latest Corporate Partner.
Led by Branch Principal and Chartered Wealth Manager Gary Fawcett, Raymond James Monument provides financial planning and investment management to individuals, families, entrepreneurs and business owners across the North East and beyond.
Through the partnership, the team will work with the Forum and its members, sharing expertise around the financial decisions that often accompany building, growing, and eventually exiting a business.
Elaine Stroud, CEO of the Entrepreneurs’ Forum, said: “We’re really pleased to welcome Gary and the Raymond James Monument team to the Entrepreneurs’ Forum community.
“Gary already knows the Forum and our members extremely well and understands the kind of support and expertise entrepreneurs value. That, combined with the wider experience of the Raymond James Monument team, makes this a very natural partnership for us.
“For many entrepreneurs, their business and personal finances are closely connected, particularly as the company grows or they start thinking about what comes next. Having that expertise within the Forum gives our members another valuable source of insight and support.”
Gary Fawcett, Branch Principal at Raymond James Monument, added: “We’re delighted to join the Entrepreneurs’ Forum and play an active part in sharing our experience with business owners where it can help.
“Having spent my career working with business owners and entrepreneurs across the North East, I’ve seen first-hand the value of the Forum community, and, at Raymond James Monument, we share their entrepreneurial mindset.
“We work with entrepreneurs at many different stages, from those still growing their businesses to people beginning to think about succession, exit or what financial freedom looks like beyond the business. Our ambition is to be more than simply wealth managers to our clients. We want to support them throughout their journey, build long-term relationships and use our network to help connect people and create opportunities. Becoming a Corporate Partner gives us another opportunity to do just that.”
The Entrepreneurs’ Forum brings together business owners from across the North East to share experience, make connections, and help each other through events, mentoring, and peer-to-peer conversations. Raymond James Monument joins Agilico, Blu Sky, Hilton Newcastle Tyne Bridge, Maitland, North East Times, Sage, and Ward Hadaway as one of the Forum’s sector-exclusive Corporate Partners.
