Raymond James, Truro was founded by the Branch Principal, Simon Burnett
Simon began his career in the City of London in 1999 working on the equities trading floor at Goldman Sachs. Simon went on to work on the open outcry trading floor in Amsterdam before returning to London as a senior equity dealer at State Street Global Advisers. In his final few years in the City, Simon worked as a director at the international equities broker ITG, before relocating to Cornwall in 2011 with his wife and four children.
Simon transferred his expertise to the private client arena joining Charles Stanley and latterly Walker Crips Investment Management, before setting up an independent branch with Raymond James.
Simon is a Chartered Fellow of the Chartered Institute for Securities & Investments. He holds a degree in Economics and a Master’s degree in International Securities, Investment and Banking from the ICMA Centre at the Henley Business School. He is responsible for constructing and managing portfolios for private clients and their families, companies, charities and trusts throughout the UK and abroad.
Alan Duff
Alan joined Raymond James Truro as a Chartered Wealth Manager shortly after the branch’s first anniversary. Alan’s interest in the stock market started at an early age and, in 1994 age 17, he did a week’s work experience at Westlake & Co. Stockbrokers. He enjoyed the experience so much that he returned for a further 3-week stint during his summer holidays.
At the age of 18, Alan moved to London to study Economics at University College London. Post-graduation, following a year at Silver Levene Accountants, Alan saw an opportunity to join a small but rapidly growing company providing services to the booming telecom sector. The role involved doing business in, and travelling to many of Europe’s capitals, and across the Atlantic to New York, Sao Paulo, and Rio de Janeiro.
In 2002, Alan’s passion for learning and adventure saw him return to Brazil where he spent 6-months and completed an Executive Development Program course on Telecommunications at the Business School Sao Paulo.
Later that year, he returned to Cornwall, the county in which he grew up and joined Stockdale Asset Management. Stockdale Asset Management was one of the first branches of Raymond James in the UK. Over the next 20 years, Alan contributed to the branch’s success and was ultimately promoted to the role of Chief Investment Officer.
Alan is a Chartered Fellow of the Chartered Institute for Securities & Investments. He holds a degree in Economics from University College London.
Simon and Alan use their many years of combined experience in constructing and managing portfolios for private clients and their families, companies, charities and trusts throughout the UK.
Raymond James Investment Services
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Raymond James in the UK
as at 30 September 2024
£18.18bn
Asset under
management.
50,000+
Client accounts.
100+
UK locations.
300+
Wealth managers.
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