

HERE TO FOCUS ON YOU,
WHILE YOU FOCUS ON YOUR BUSINESS
WHILE YOU FOCUS ON YOUR BUSINESS


OUR COMMITMENT TO OUR COMMUNITY
Welcome to Raymond James, Monument
Raymond James, Monument was founded to provide personalised wealth management services.
Based in the historic Monument area of Newcastle, we serve clients across the northeast and beyond. Whether you’re an individual, a family, a business owner, or you manage a trust or charity, we are committed to delivering quality service with a personal touch at a competitive and transparent cost.
Inflation: The Dog that Barked In The Night?
Sixty years ago, Marshall Nirenberg and Henrich Matthaei began the process of cracking the genetic code. Thanks to their persistence and resilience, today’s scientists developed effective mRNA-based vaccines in record time – saving millions of lives from COVID-19. With the darkest days of the pandemic behind us, investors can also appreciate the resilience of the economy and financial markets and the hopeful prospect of brighter days ahead.

Our clients
We offer tailored investment management and financial planning services to a wide range of clients.
Our community
Besides offering tailored wealth management and financial planning services, one of our main priorities is to help connect local businesses.
What our clients have to say...
Joshua James2025-01-13Trustindex verifies that the original source of the review is Google. Gary and James at Raymond James Monument have been great to deal with since moving our collective assets to them. They both showed real interest in our circumstances and took time to run through and explain various different market and risk strategies. We both valued the personal experience that they provided to us and this was largely what drove us to invest with the team at Raymond James Monument. We have absolute faith in their expertise and decision making for our investments and would wholeheartedly commend them to others! They are honest, approachable and very easy to communicate with. With this in mind we look forward to strengthening our ties in the years to come! J & K Michie Fiona Rennison2025-01-13Trustindex verifies that the original source of the review is Google. I am new to Raymond James and have found them to be very helpful, clear and concise about what is that they do for you. communication has been good and timely and attitude positive and enthusiastic. Miriam2025-01-10Trustindex verifies that the original source of the review is Google. Gary and James at Raymond James Monument have been first class in their approach to our financial investments and our wider financial affairs over the last few years. They listen carefully to the customer, build strong relationships and always go the extra mile. We particularly appreciate their prompt response to queries or requests and their ethos of being extremely helpful regardless of whether there is immediate or direct gain for their company. It is refreshing to have access to sound and trusted advice which promotes confidence for the future and we therefore without hesitation, recommend them as trusted financial advisors. R & M Michie Robert Douglas2025-01-09Trustindex verifies that the original source of the review is Google. My wife and I moved our investments to the hugely capable hands of the Raymond James Monument team only 6 months ago. For both of us we looked for what we believe to be the required experience and capability of our advisors and fund managers. However what we also want is the commitment, passion, enthusiasm and the personal interest in how to maximise our interests and provide us with that ultimate level of customer experience. Put simply Gary, James and Rob from Raymond James Monument naturally do all of this and more, we feel that we are in great hands and with an organisation and team that have our best interest at heart. Looking forward to the next 12 months with the guys. Chris Gowland2025-01-07Trustindex verifies that the original source of the review is Google. We’ve known Gary, James and Rob for a long time and we were delighted to meet them for an introduction to Raymond James Monument when they set up the office in Newcastle. We were impressed by their commitment to client service, competitive fees and to providing a bespoke investment approach for a customers needs. It was also good to understand the security that was provided by the Raymond James group, protecting any funds that are invested. Since investing we’ve had regular updates from Gary and the team and they’ve provided a high level of assurance to us that they are on top of market trends. The funds that we invested with RJM have performed very well in the first years and we’re seeing strong returns. Our satisfaction with the service and advice has led us to move investments from other, bigger more well known investment companies to RJM and we’ve centralised all of our pensions with RJM on the AJ Bell platform. Investing your hard earned savings isn’t something to be taken lightly, but the service and performance offered by RJM takes the stress out of the process. We would recommend that you have a chat with Gary and James if you’re looking to grow your pensions and savings and see what they can do for you. Stephen Bell2025-01-06Trustindex verifies that the original source of the review is Google. We are very pleased with the service that we get from Gary and the Team at Raymond James. Professional, courteous and knowledgeable which has enhanced our investment journey. Richard Ward2025-01-04Trustindex verifies that the original source of the review is Google. After spending many years working in the private banking sector, I can wholeheartedly say that RJM offer the very best service that I have encountered. Gary & James have been fantastic since my wife & I decided to move our investments across thirteen months ago. Any queries / requested have been actioned both promptly and professionally. Our annual review was very informative and allowed us to tweak our strategies and plans for the future, taking into account recent changes in the budget. It is so refreshing to be able to speak directly to the people that make the investment decisions on our behalf. We genuinely feel that we are in safe hands and we have been impressed with the performance of our investments, based on our selected risk level. Safe to say that we would have no hesitation recommending Gary and his RJM Team. Thank you for all of your hard work and dedication - it is greatly appreciated. Nick2025-01-03Trustindex verifies that the original source of the review is Google. The RJ,M team are great! Whilst the excellent results speak for themselves; their pro-active, communicative and friendly approach really sets them aside from others. Clair Walker2025-01-03Trustindex verifies that the original source of the review is Google. Raymond James are extremely professional whilst still maintaining a personal service. Gary, James and Rob have been on hand for any questions i have had and continue to keep in regular contact with updates and market forecasts. I feel my investment is in very safe hands and i would wholly recommend them. Gillian Marshall2025-01-03Trustindex verifies that the original source of the review is Google. We have known Gary, Rob and James for some time and after our conversations decided to move our investments to Raymond James due to the more personal client relationship. As usual Gary answered all our questions in a timely manner, in fact out of hours! Regular updates allow us to have confidence that our investments are in good hands.