Wealth management firm Raymond James opened its Newcastle branch in 2023, offering investment and financial planning services to individuals, families, business owners, trusts and charities across the North East.
The branch is located in the old Newcastle Building Society HQ, which has been revamped in a sustainable way, offering a warm and inviting environment for clients and staff, with the additional benefit of client parking on-site.
Raymond James, Monument offers bespoke investment and financial planning services across the North East, from the Scottish Borders to North Yorkshire and west to the Lake District. The North East offers an array of opportunities for business, with a booming and supportive community of entrepreneurs and organisations, becoming a major hub within the UK for various industries.
The branch is led by branch principal Gary Fawcett and fellow wealth managers James Carrick and Rob Brotherton. Gary and James have lived in the local area all their lives, and Rob relocated to the region for university and subsequently made it his home.
Gary began his financial career at Wise Speke (later acquired by Brewin Dolphin) in 1998 on a work placement during university. He returned as a graduate trainee and remained there for 23 years.
On opening the new branch in Newcastle, Gary said: “With business booming in and around the North East, this is a perfect opportunity to set up a branch focused on delivering best in class financial advice to help drive further investment and growth in the region.
“The North East has had its challenges in recent years, but the opportunity for the area, business and people is huge. The region has a culture rooted in resilience and evolution, and this permeates into business. One of the main priorities for me has always been to help facilitate business connections through my work, and given the branch’s central location, I am confident this is something we can achieve in the region through Raymond James.
“Raymond James’ ethos is of placing clients first, giving them personalised solutions and direct access to experienced professionals. We know that in a constantly evolving business landscape, clients value honesty, trust, service and expertise – but at a fair price point, above all else – and that is what we are setting out to provide.”
On the branch, Jason Cherriman, senior business development manager at Raymond James, said: “Gary is a talented and experienced wealth manager with a strong reputation in the local business community. He has ambitious plans for the new branch and with James and Rob alongside him we have no doubt that the branch will provide a valuable service to the area and beyond. We look forward to helping them grow the branch and achieve their vision in the years ahead.”