James Carrick
Chartered Wealth Manager & Co Founder @Raymond James Monument
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WORK HISTORY
Chartered Wealth Manager & Co Founder @Raymond James Monument
Newcastle-upon-Tyne, GB
At Raymond James, Monument, we pride ourselves on delivering excellent client service to ensure that our clients feel well looked after. Our mission is to work hand in hand with you and your family, to help navigate through every challenge that life often throws us and be the trusted Wealth Manager of choice. With the help of my team around me, we at Raymond James, Monument, are able to provide a comprehensive, truly bespoke wealth management service by combining a holistic financial planning with our investment management expertise.
EDUCATION
University of Leeds
BSc Economics & Finance (International) - 2:1
City University of Hong Kong
Study Abroad Program
SKILLS
ABOUT JAMES CARRICK
As a FCSI Chartered Wealth Manager, I am extremely proud to have helped clients with…
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