The wealth managers at Raymond James, East Yorkshire have over 30 years of combined experience in the Financial Service Industry.
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James Chandler
Branch Principal & Chartered Wealth Manager
James Chandler
Branch Principal & Chartered Wealth Manager
James established the East Yorkshire branch in February 2010, and has worked in the financial services sector since 2005, where he qualified as a financial adviser and stockbroker with Edward Jones.
James is a Chartered Wealth Manager and a Charted Fellow of the CISI.
As Branch Principal, his time is split between a client-facing role and the day-to-day running of the business.
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Robert Harding
Chartered Financial Planner & Wealth Manager
Robert Harding
Chartered Financial Planner & Wealth Manager
Robert joined Raymond James, East Yorkshire in April 2012.
He is a Chartered Financial Planner & Wealth Manager, and a member of the CISI and PFS.
Robert works closely with a wide range of clients, from business owners to retirees creating financial plans to help achieve their long-term goals.
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Jonathan Snee
Chartered Financial Planner & Wealth Manager
Jonathan Snee
Chartered Financial Planner & Wealth Manager
Jonathan joined Raymond James East Yorkshire in 2014 and has a degree in Business Economics obtained from Northumbria University.
He is a Chartered Financial Planner & Wealth Manager, and a member of the CISI and PFS.
Jonathan has a range of clients, from individuals, trusts and business owners, and works hard to ensure they reach their financial goals.
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Jessica Chandler
Office Manager
Jessica Chandler
Office Manager
Jessica joined Raymond James, East Yorkshire in 2015.
As Office Manager, Jessica manages accounts, human resources, health & safety and facilities.
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Sammie Simmonds
Trainee Wealth Manager
Sammie Simmonds
Trainee Wealth Manager
Sammie joined Raymond James, East Yorkshire in 2022 after graduating from University in Manchester with a degree in Mathematics.
She has achieved the Investment Advice Diploma with CISI and her overall aim is becoming a Chartered Wealth Manager and Financial Planner.
Whilst undergoing exams, she provides holistic support to Wealth Managers.
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Ben Waterhouse
Trainee Wealth Manager
Ben Waterhouse
Trainee Wealth Manager
Ben joined Raymond James, East Yorkshire in 2023 and has a degree in Business & Management, and a master’s degree in International Investment Banking.
He became level 4 qualified through the CISI in July 2024 and continues to work towards chartered status.
While continuing to study, Ben’s role involves supporting the wealth managers and client portfolio management.
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Emma Gatewood
Office Administrator
Emma Gatewood
Office Administrator
Emma joined Raymond James, East Yorkshire in August 2023, having worked in the financial services sector for more than 10 years.
Emma’s role is to carry out administrative and client service support.
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Sophie Bennett
Private Client Associate
Sophie Bennett
Private Client Associate
Sophie joined Raymond James, East Yorkshire in 2024 and has a degree in Business Studies. Sophie has worked in financial services since 2012, previously specialising in Wealth Management at UBS.
As a Private Client Associate Sophie will support client relationships and assist the Wealth Managers.