We believe that personalised investment services should be accessible to everyone, without exception. If you need assistance with accessing any of our services, we’re here to help.
We’re committed to helping you achieve your unique financial goals, and when you become our client, your needs drive everything we do.
Our experienced wealth managers understand that everyone has individual requirements. For instance, you might need support when accessing our services if you have:
• A physical disability
• A severe or long-term illness
• A mental health or other condition that means you need more time processing information
• Difficulties with your sight, speech or hearing
• English as a second language
• Difficulties with understanding or memory loss
• Recently experienced a stressful life event, such as unemployment or bereavement
Here are some of the ways we’re working to make our business accessible.
We can set up a trusted ‘third party’ or someone with Power of Attorney with permission to access and operate your accounts on your behalf. You might find this helpful if:
• You’re in hospital or otherwise incapacitated for a long period, and you want someone to check on your portfolio
• You’re not comfortable using the latest technology such as digital account access, email or mobile phones
• You need some help or support with important financial decisions
Contact your branch to arrange third-party access.
With automated financial services becoming more popular, it’s still important to be able to discuss your finances with a real-life expert, who listens to you and communicates in plain English. Our communications, whether physical or digital, have all been written by a Raymond James employee, not a robot.
• Our paperwork is designed to be clear and jargon-free
• We use dyslexia-friendly fonts where possible as well as contrasts designed for people with low vision
• Large print formats of our key documents like quarterly valuations and annual tax reports are available on request
Making the right decisions about your personal finances is never easy. That’s why we offer a range of educational content in a variety of formats to suit all levels of understanding. All our online recorded content is available with subtitles.
Raymond James websites are designed to be accessible to all.
• Our websites are developed and tested to be compatible with the most popular browsers: Google Chrome, Microsoft Edge and Safari (Apple). Please make sure you’re using the latest version of any of these browsers to get the best experience.
• We try to consider colour contrast and ensure that text stands out clearly against the background so it can be read easily.
• Struggling to read text on any of our websites? You can use your browser’s magnify feature to increase the text size. If you need help, please contact us and someone from our team can demonstrate how to do this.
• Want to know more about how to keep safe online? Go to our ScamSmart resources page.
Email: RJISClientSupport@RaymondJames.com
Phone: 0203 798 3500
Address: Ropemaker Place, 25 Ropemaker Street, London, EC2Y 9LY
Black MondayOn 19 October 1987, the stock markets experienced a dramatic plunge that prompted many firms to shut down their trading desks and turn off their phones to minimize internal losses. Raymond James refused to do the same. Our desks stayed open to help meet clients’ needs, resulting in our first and only unprofitable quarter since the firm went public in 1983. |
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Who was Raymond James?The Raymond in our name is actually from Edward Raymond, owner of a 15-employee mutual fund sales group, Raymond and Associates, along Florida’s west coast. He sold his company to Bob James on 15 July 1964, on condition that the surviving firm be called Raymond, James & Associates. Three days after the sale, Ed Raymond was involved in a near-fatal automobile accident and never joined the firm. Nonetheless, even after Raymond had passed away, Bob James insisted that his name remain on the door – ahead of James’ own. That was a promise he made to Ed Raymond three days before the accident, and Bob James was a man who kept his promises. |
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Bear Market of 1974The severe bear market of 1974 threatened the existence of Raymond James, which was bleeding capital by the day. Tom James, his father and other leaders took extreme measures to keep the firm afloat, slashing costs, foregoing paychecks and even attempting to sell the firm for just enough capital to protect client assets and retain as many associates as possible. The story could have ended very differently if not for a sharp upturn and continued rebound in the stock markets late in the year. |
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Taking Raymond James PublicWhen consideration was being given to taking Raymond James public, Tom James penned a letter to shareholders (largely employees at the time). ” … the public offering should be considered as a statement of our independence. While this is a psychological rather than an economic rationale, it is nonetheless very important. We have asserted for some time that we are not interested in becoming a small part of a very large corporation. That assertion results mainly from the inclinations of management rather than the economic benefits associated with either alternative. The public stock offering affords us the opportunity to enjoy a little bit of the best of both worlds. While shareholders will be given liquidity at fair market value, we will still have the ability to control our own destiny.” After 40+ years of Tom’s leadership, upon becoming CEO, Paul Reilly was often questioned about whether the company might ultimately surrender its cherished independence and be acquired by some larger entity. His response: “Not while I’m around.” It’s a theme that continues today. |
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