Meet The Team
Robert Allman, CFA
Branch Principal
Robert is the founder and branch principal of Raymond James Wilmslow, started in 2017.
Robert has worked in wealth management for over 20 years. Advising High Net Worth and Ultra High Net Worth clients and their families on all aspects of their investments and financial planning. Previously working in Wealth Management at Barclays Private Bank and as a Partner at Artorius Wealth.
Robert holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Robert also holds a Diploma in Financial Planning with the CII.
Outside of work Robert enjoys spending time with his family and three young children. Robert also loves playing squash and tennis and generally keeping fit.
James Hodgson
Trainee Paraplanner
James is a trainee paraplanner at Raymond James Wilmslow and is currently working towards a Diploma in Regulated Financial Planning with the CII. He has a degree in History and International Relations from Nottingham Trent University. James is a keen cricketer and is working towards becoming a scratch golfer.
About the Investment Committee
Robert sits on an investment committee with other commercially independent wealth managers in the North of England. This allows the offices to share intellectual capital for the benefit of their clients. The different areas of expertise and insight from each experienced member of the committee helps create a robust investment process and helps to generate the best investment ideas. The investment committee consists of Robert Allman, Nick Hair, Rupert Forrest and Andy McNab (as below).
Nick Hair
Nick has worked in the Investment management industry for over 27 years. In this time he has gained a large amount of knowledge and experience through different market cycles. He has gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investments. He started his career as a stockbroker, before progressing into portfolio management and latterly a Vice President of a wealth and investment management company.
Rupert Forrest
Rupert is a Chartered Fellow of The Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager. Rupert began his career in wealth management with Rensburg Sheppards (now Investec Wealth & Investment Management) in their Leeds office where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to work for Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army.
Andy McNab CFA DipPFS
Andy holds the Chartered Financial Analyst designation and is also a Chartered Wealth Manager and holds the Diploma in Financial Planning. He has worked as a Discretionary Investment Manager for over 20 years looking after a range of clients that include individuals, trusts, charities and corporates. Andy is married with two children and in his free time is a keen mountain biker.
About Raymond James
Raymond James Wilmslow is a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James).
Raymond James provide full support services which includes FCA authorisation, professional indemnity cover, account opening, asset transfers, trading systems, research tools, custodian services, technology support, client reporting, compliance and ongoing supervision. It effectively offers the best of both worlds in terms of support and security of client assets, but allowing the adviser to maintain autonomy and commercial independence, to invest in the whole of the market and not being tied to any one provider or solution.
Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting 100+ commercially independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. They commenced operation in 2001 and now have over 50,000 client accounts representing total client assets of £18.18 billion.*
They are a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company headquartered in Florida, USA. RJF is a public company listed on the New York Stock Exchange (RJF) with over 8,700 wealth managers. These wealth managers service accounts representing total assets of approximately $1.57tn*.
On 31 March 2024 RJF announced 145 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
RJF’s diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes tumultuous markets.
*Raymond James Investment Services and RJF stats as of 30 September 2024.
Click here to find out more about Raymond James Financial, Inc.