AN INVESTMENT company has opened a new branch in Whiteley.
Bosses have said the new branch of Raymond James will offer discretionary portfolio management, with specific expertise in direct equities and collective funds – as well as a new investment philosophy.
The office is led by experienced wealth managers Rob Carroll and Robert Hale, who share more than 50 years of investment experience between them.
Mr Carroll joins Raymond James from financial planning firm Brewin Dolphin, where he was the head of offices in Bournemouth and Lymington and worked for 10 years.
Mr Hale was previously the joint branch principal of the Raymond James Solent branch for two years.
Anthony Scott, head of business development at Raymond James, praised the pairs’ expertise.