Christopher Coles
Head of Platform Services @Raymond James UK
London, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2025 — Present
Head of Platform Services @Raymond James UK
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EDUCATION
N/A
Chartered Insurance Institute
Financial Planning and Services
2013 — 2013
LIBF
CeMap 1 & 2
2007 — 2010
University of Reading
Management and Business Administration, Business, Management, Marketing, and Related Support Services
2016 — 2016
The Chartered Institute for Securities & Investment (The CISI)
Investment Operations Certificate
SKILLS
Financial AdvisoryProtectionFinancial ServicesCritical IllnessStrategic Financial PlanningFinancial PlanningMortgage LendingRelationship ManagementInvestment ManagementBusiness DevelopmentWealth ManagementLong-Term CareInvestmentsPensionsStrategyInvestment StrategiesPortfolio ManagementManagementInheritance Tax PlanningAsset ManagementRetirement PlanningPension Funds
ABOUT CHRISTOPHER COLES
Head of Platform Services, Raymond James Investment Services
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