Delivering
Excellence

Welcome to The Investment Boutique

Established in 2017 as a branch of Raymond James, The Investment Boutique seeks to marry together the trust, experience and track record associated with an established firm, with the innovation and adaptability of a boutique.

Our aim is to deliver excellence to all our clients, with a proposition built on a quality interpersonal relationship and supported by consistently delivering on the cooperatively agreed investment mandate.

Founded by staff with extensive industry experience, a proven record of building strong client relationships and investment solutions, our emphasis is to deliver a highly personalised service, where the construction of portfolios is tailored to the precise needs of each client.

Originally based in Oxted, we relocated in 2024 to the Surrey/Kent borders in an historic premises in Westerham, dating back to the 1680s. Our new location offers plenty of space for expansion, and most importantly, ample parking.

Our Approach

As our name suggests, we do not offer a generic, mass market service. Based in the Home Counties, but operating UK-wide, we specialise in looking after clients with investable assets in excess of £1.5m.

We seek to be operationally agile, taking advantage of the latest technology and fostering a proactive and timely approach to investment.

As part of Raymond James Wealth Managment (Raymond James) in the UK we have Financial Conduct Authority authorisation, plus the quality back office, compliance and technology solutions that our clients expect. Raymond James has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. To find out more, go to the Raymond James UK website.

The stewardship of our clients’ assets is equally important, Raymond James facilitate a relationship with Pershing Securities Limited (BNY Pershing EMEA)*, Part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with over $60 trillion in client assets under custody and/or administration (as of June 30 2026). BNY Pershing EMEA provide our clearing, settlement and custody service.

It is important that The Investment Boutique reflects the values of its employees, so in addition to our emphasis on excellence, pragmatism and reliability, we also value philanthropy. The Investment Boutique is therefore proud to earmark up to 5% of the company’s profits each year for charitable causes.

* Pershing Limited, a subsidiary of the Bank of New York Mellon Corporation (BNY). Pershing Securities Limited, authorised and regulated by the Financial Conduct Authority in the UK, No. 146576.

As a busy working vet, I’ve never found time to work out how best to invest our money, especially during these times of increased political uncertainty. My husband and I therefore really appreciate being able to trust our investments to the expertise and experience of the Investment Boutique, and particularly appreciate the personalised service provided by Helena and Richard. Thank you!

Richard, I have now known you for several decades and have seen with pleasure and amazement my original modest savings entrusted to you increase enormously over the years thanks to your, and when Helena joined you, her thoughtful investment. As the senior private client partner in an expanding legal firm I have been delighted to introduce to you clients with money to invest and watch their portfolios grow too.

I really appreciate the opportunity The Investment Boutique has given me to set a future investment strategy which will match my circumstances over the long term. This is really important for someone like me: I’m just starting off in my professional life after university and having an investment partner who will be with me through all stages of my career, whatever my needs at the time, is a great asset. If I’m busy or studying, it’s reassuring to know that someone is always there to react to sudden moves in the market on my behalf.

Richard looked after my stepfather’s investments for over 10 years, and since his death 7 years ago, he together with Helena have offered similar advice to my mother. They have been happy to adapt the investments to suit the different needs and risk appetite of my mother and have been thorough in explaining the various options available to her. As someone who has worked in the investment management industry myself, I appreciate the excellent service that they have provided to my stepfather and mother over the years and their ability and enthusiasm in ensuring that each portfolio is tailored to individual customer’s needs. They are a very personable team and my mother very much enjoys her meetings with them and at 86 she appreciates them visiting her in her home when required. I have been delighted to become a client myself and their approach in getting to know the whole family in order to be best placed to assist in future investment planning has been excellent. In due course, I would expect that my own children and my sister will also become clients, benefiting from the knowledge that Richard and Helena have of our wider family requirements.

Delivering Excellence

Welcome to The Investment Boutique

Our Approach

Delivering
Excellence