In the ever-changing financial services landscape, putting clients first, acting with integrity, valuing independence and thinking long term are paramount.
At Raymond James Monument, these qualities are embodied in James Carrick, 30, and a driving force behind the business’ success to date. With a desire to make a difference, James has played a pivotal role in shaping the office’s journey towards its goal of being the Wealth Manager of choice, in and around the North East.
James’ journey into the financial services sector began with a deep-rooted desire to make a meaningful impact in people’s lives. Armed with a degree in Economics & Finance from the University of Leeds and a year living in Hong Kong, James embarked on a career path that would lead him to helping establish Raymond James Monument. His early experiences provided him with invaluable insights into the intricacies of wealth management and investment markets, laying the foundation for how he advises a wide range of clients today.
Driven by a spirit of entrepreneurship and a commitment to putting clients first, James has a clear vision in mind – to establish a financial service offering which prides itself on exceptional client service and outcomes. Guided by this ethos, James has been instrumental in helping to shape the office’s culture and focus on delivering a truly personal approach to investments and financial planning. In a sector that has seen lots of consolidation in recent years, it feels the personal touch is losing ground, which is something that James and the team at Raymond James Monument have made sure is one of the core foundations on which the office is built.
One of James’ greatest strengths lies in his ability to forge strong and enduring relationships with clients and professional contacts. Recognising that each client is unique, with their own aspirations and financial goals, James and the team, take a truly personalised approach to wealth management, tailoring investment strategies to suit their individual needs. His genuine empathy and dedication have earned him the trust and respect of clients from all walks of life.
Beyond his role as a Chartered Wealth Manager, James is committed to giving back to the community and making a positive difference. Whether through several charitable initiatives, volunteer work or career talks at local universities, James is passionate about helping others and reflects Raymond James Monument’s strong commitment to Corporate Social Responsibility. James, who grew up in the region, is also firm believer in connecting local businesses together to promote entrepreneurial activity and growth for the North East and beyond.
Outside of work time, James, if not pursuing his passion for travel, will often be found on a golf course or keeping himself fit through a wide range of sports. Recently, however, wedding planning tends to take up a large proportion of his time with his and Louise’s big day falling in May 2024.
For more information about Raymond James, Monument, and how its expert team could help map your financial future, email RJUK-Monument@RaymondJames.com, call 0191 303 4260, or contact us via our website.
Any opinion or forecast reflects the judgment as at the date of issue and is subject to change without notice. This commentary is intended for information purposes only and no action should be taken, or refrained from being taken, as a consequence without consulting a suitably qualified and regulated person. With investing, your capital is at risk.
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