Meet The Team

Robert Allman

Robert is the founder and branch principal of Raymond James Wilmslow.

Robert has worked in wealth management for over 14 years. Previously as a partner of a Wealth Management business, Artorius Wealth, which was focused on advising High Net Worth and Ultra High Net Worth clients and their families on all aspects of their investments and financial planning. Prior to this he spent 8 years at Barclays Private Bank holding the position of Vice President, advising clients across the North West on their investments. At Barclays he sat on the National UK Private Bank Investment Committee.

Robert holds a degree in Chemistry from the University of Bristol and is a CFA Charterholder and member of the CFA Institute. The CFA designation is considered the gold standard, (reference The Financial Times and Economist) among financial professionals and investment specialists worldwide. In the UK it is considered an RDR level 7 qualification by the FCA, which is the highest level obtainable.

As a CFA Charterholder Robert follows a code of ethics which forms part of the culture of the business:

  • Place the integrity of the profession and the interests of clients above your own interests
  • Act with integrity, competence, and respect
  • Maintain and develop your professional competence

Outside of work Robert enjoys spending time with his family and playing games with his three young children, with Snakes and Ladders and Guess Who? currently the favourites. Robert also enjoys playing squash and keeping fit through training and the odd triathlon event.

About the Investment Committee

Robert sits on an investment committee with other commercially independent investment managers in the North of England. This allows the commercially independent offices to share intellectual capital for the benefit of their clients. The different areas of expertise and insight from each experienced member of the committee helps create a robust investment process and helps to generate the best investment ideas. The investment committee consists of Robert Allman, Nick Hair and Rupert Forrest (as below).

Nick Hair

Nick has worked in the Investment management industry for over 19 years. In this time he has gained a large amount of knowledge and experience through different market cycles. He has gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investments. He started his career as a stockbroker, before progressing into portfolio management and latterly a Vice President of a wealth and investment management company.

Rupert Forrest

Rupert is a Chartered Fellow of The Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager. Rupert began his career in wealth management with Rensburg Sheppards (now Investec Wealth & Investment Management) in their Leeds office where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to work for Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army.

About Raymond James

Raymond James Wilmslow is a commercially independent investment management practice under a contract for services with Raymond James Investment Services Ltd (Raymond James).

Raymond James provide full support services which includes FCA authorisation, professional indemnity cover, account opening, asset transfers, trading systems, research tools, custodian services, technology support, client reporting, compliance and ongoing supervision.  It effectively offers the best of both worlds in terms of support and security of client assets, but allowing the adviser to maintain autonomy and commercial independence, to invest in the whole of the market and not being tied to any one provider or solution.

Raymond James Investment Services Limited (Raymond James) is a rapidly growing wealth management business, supporting 100+ commercially independent practices that represent a mix of private client investment managers and investment focused financial planners located throughout the UK. They commenced operation in 2001 and now have over 50,000 client accounts representing total client assets of £17.43 billion.*

They are a wholly owned subsidiary of Raymond James Financial, Inc. (RJF), a diversified financial services company headquartered in Florida, USA. RJF is a public company listed on the New York Stock Exchange (RJF) with over 8,700 wealth managers. These wealth managers service accounts representing total assets of approximately $1.45tn*.

On 31 March 2024 RJF announced 145 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.

RJF’s diversified business model and commitment to client service has allowed the firm to reach this achievement – over and over again – despite sometimes tumultuous markets.

*Raymond James Investment Services and RJF stats as of 31 March 2024
Click here to find out more about Raymond James Financial, Inc.