Raymond James Hitchin is a family run team committed to serving clients in the best possible way.
Branch Principal & Chartered Wealth Manager
Susie opened the Raymond James investment Services Hitchin branch with her father Robert in March 2002, which they ran together until his retirement in December 2016. She is qualified as a Chartered Wealth Manager and holds both the CISI Private Client Investment Advice & Management Certificate and the CII Diploma in Regulated Financial Planning. Susie specialises in investment and pension planning for individuals and company directors.
As the Branch Principal, Susie manages the day to day running of the business, ensuring all work completed is to the highest standard.
An enthusiastic networker, Susie has a very high profile within business networks like BNI and Women in Business. Away from work, Susie lives in Hitchin with her partner Jen and is a keen fan of all sports and enjoys the challenge that is the pursuit of fitness.
Branch Principal & Wealth Manager
Faye has worked at Raymond James Investment Services, Hitchin since August 2004. She recently passed her CISI Investment Advice Diploma and in February 2017 became FCA registered as a Wealth Manager and joint Branch Principal of the Hitchin office.
As Branch Principal, she heads Client Services and will be familiar to many clients as she manages the new business process and is responsible for the production of client reviews and reports. In addition to her work with clients, Faye ensures the financial side of the business is properly controlled and builds business to business relationships.
Faye has a high profile within the local community through her work with local schools, fundraising and community events. She lives in Hitchin, with her husband Phil, their daughters Evie and Mia and their newest addition, Saroo the Cockapoo puppy.
Karen has worked at the branch since 1996. She manages the flow of data in the office ensuring that all the paperwork relating to pensions, income and dealing is properly handled. Karen is also able to place trades on the Raymond James dealing platform, although she does not advise. She has two daughters and three baby granddaughters and lives in Letchworth with her husband Chris and their dog.
Client Service Administrator
Andrea has worked with Raymond James in Hitchin since 2012, originally working alongside Robert until his retirement. She is now part of the Client Services team working on client reports for new and existing clients. Andrea is also part of the Investment Committee and Marketing team within the Branch, and has embarked on a course of study that will see her qualify as a Wealth Manager in the near future.
As a client focused project manager for over 20 years at PwC, Andrea worked with developers and trainers worldwide. She moved to financial services in 2011 and see the required qualifications as part of her on-going development as well as adding value to clients. Having project managed the company website Andrea is still responsible for keeping the firms profile high across all social media platforms.
With two school age children, there is little time for hobbies but socialising and gardening are how she prefers to relax.
Joining the firm in January 2016, Nick has qualifications in financial planning and his degree was accountancy. He runs the Investment Committee and so is responsible for the analysis of the client portfolios and tasked with identifying the funds that will deliver the best results. A Jazz trumpeter and keen weekend footballer, Nick travels ‘against the tide’ from North London each day.
Client Service Administrator
Joining us directly from university with a degree in forensic science, Alex has the eye for detail required when setting up new accounts. Working with Faye, Alex is responsible for much of the new business paperwork. She is also the voice you will often hear when booking the regular client review meetings. She lives at home in Letchworth and as befits her youth enjoys socialising in her free time along with walking her dog.
Hannah has a background in customer service and works closely with Karen ensuring that client incomes are paid on time. Dealing with pension providers and clients directly Hannah is responsible for much of the detailed records in the office. Hannah has too young sons and lives in Hitchin with her husband Rob.