Raymond James is opening a new branch in the heart of Cheshire. Launching under the name Raymond James, Chowley, it will be led by co-founders Audrey McKinstry and John Simpson.
McKinstry and Simpson have worked alongside one another for the past twenty years and have over 50 years of ﬁnancial market experience between them. Their collective expertise and market insight will be used to provide clients, based in the North-West and across the UK, with discretionary investment portfolio management as a premium, tailor-made service.
Starting her career at William F Coates & Co in 1987, McKinstry honed her expertise in individual and family portfolio management while working for the likes of Lloyds Private Banking and Greig Middleton & Co. She joined BWD Rensburg (now Investec) in 2001 where she was a Senior Investment Director.
She says: “Any investment manager starting their own business needs to have the right tools and expertise in place from day one, and Raymond James is providing that, and more. More than anything it’s giving us the sure footing to focus our energies on the most important part of our business: our clients and their investments.”
Following nine years in the army, Simpson began his career in investment management in 1994 at Cazenove & Co. He went on to join Tilney then BWD Rensburg (now Investec) in 2000 as a Senior Investment Director.
He adds: “Audrey and I have worked with one another for over twenty years but starting a business together under the Raymond James brand opens a new chapter in our professional lives. We both believe deeply in the value of fostering close, long term relationships with our clients and will be putting them at the heart of everything we do.”
Anthony Scott, Head of Business Development at Raymond James, says: “2020 was an incredibly busy year for branch growth here at Raymond James, and that growth story continues into 2021, with the launch of our latest branch in Chowley. John and Audrey have shared a long and illustrious career together, and we’re so pleased to be welcoming them to Raymond James.”