The office founder and principal is Robert Allman. Raymond James Wilmslow office is located in the centre of Wilmslow on the edge of Manchester and Cheshire.

We offer independent financial advice and whole of market investment management services with the support of a global firm, Raymond James Financial, Inc. A culture of independence gives us the freedom to offer advice based on your best interests.

We wanted to build a business where the client deals with the person who makes the investment decisions on their portfolio. Where their investments are chosen from across the whole of the market and not tied to any provider – unconstrained and commercially independent. Where the adviser can take ownership of the active investment decisions for the client and therefore best service the client. Where the service is of an institutional quality and portfolio construction and advice is always bespoke and personal. All looking to deliver the best possible net returns for our clients.