Putting Your Needs at the Forefront of Everything We Do!

Welcome to Raymond James, based out of Windsor House, in the Spa town of Harrogate. This Raymond James office has been established by Nicholas Hair, a Chartered Wealth Manager and Branch Principal of the Harrogate office for Raymond James. Through Raymond James, we offer a boutique Investment Management Service for High Net Worth Individuals, their families, trusts and pensions nationally.

I can offer a unique approach to wealth management, by offering the portfolio management expertise you would expect from a discretionary portfolio manager but the service level of a Private bank / family office.

My Business is Built Around Three Core Principles

In my business I follow the same principles that have successfully guided me throughout my career, namely to put the client’s interests first, to act with integrity and to manage wealth on a conservative basis with a longer term view.

My Approach To Managing Money

My approach to managing client money, is being mindful that my clients have spent a long time working hard to create their wealth. With this in mind and where appropriate, the aim of my investment approach is focused on preservation of wealth being just as important as wealth creation.

Supporting Clients in Achieving Their Financial Goals

In offering a boutique Investment Management service, I keep client numbers low. In doing this, it allows me to truly manage client’s wealth on a bespoke basis, meeting their needs now and into the future, whilst providing a high service level.

Live A Life Well Planned

We adopt a long term view and build long term lasting relationships with our clients so as your life changes, our advice will change as will our investment solutions.

Would You Like To Know More?

If you would like the opportunity to have a no-obligation discussion about how the Raymond James Wealth Management team might be able to help you plan and manage your financial affairs then please do get in touch.