Meet the Team – Raymond James, London Wall | Investment Management Services

Harry Burnham Chartered FCSI

Branch Principal and Investment Manager

Harry Burnham started his career at Williams de Broe in the 1990’s and was part of the team that moved to Brewin Dolphin in 2000. Becoming their youngest Director in 2001, he managed a wide range of portfolios as well as the group’s pension fund from launch in 2004 until his departure in 2013.

At the same time he designed and ran the group’s fund research, implementing a new strategic approach for the Company. In 2013 he was asked to become Chief Executive Officer of Ashcourt Rowan as part of a turnaround strategy for the business. He continued to manage client investments alongside his management role.

Following the takeover of Ashcourt Rowan in 2015, Harry stayed on to oversee the integration of the business before leaving to take up the role of Investment Director at J.M Finn. He subsequently departed to become Branch Principal of an independent branch of Raymond James Investment Services, where he can grow the business alongside like-minded individuals who place the client first and offer exciting career opportunities for those involved at all levels.

Harry is a Liveryman of the Worshipful Company of Gunmakers and President of the Salt Hill Society which recently celebrated its 235th year. Living in Buckinghamshire, he is the President of The Royal South Bucks Agriculture Association. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. His interests include oenology, Country pursuits, alongside football and cricket and when feeling suitably foolhardy – tobogganing.

Jonathan Mack Chartered FCSI

Branch Principal and Investment Manager

Jonathan graduated from Loughborough University with First Class BSc (Hons) in Construction Engineering. He started his career at Barclays before completing the Brewin Dolphin graduate training programme as their leading graduate. During his five years there, he achieved both his CISI Investment Advice Diploma and CISI Masters in Wealth Management, passing the 3 required exams over the course of a year.

Jonathan worked with Harry at Brewin Dolphin and J.M. Finn before rejoining him at Raymond James as a Branch Principal. He has a proven track record of working directly with clients and alongside IFAs to develop genuinely bespoke solutions tailored to specific needs and aspirations.

Jonathan is a Chartered Fellow of the CISI and sits on the panel for the Portfolio Construction Theory examination. He is a keen sportsmen and enjoys playing and watching most sports including football and golf. Recently, he was awarded the Freedom of the City of London at Guildhall. In Spring 2024, Jonathan completed the London Marathon in just over 3 hours and 30 minutes, raising over £24,000 for Prostate Cancer UK as the top fundraiser.

Edward Hagger

Investment Manager

After graduating from the University of Oxford, Edward joined stockbrokers Montagu Loebl Stanley & Co in 1985 gaining experience in discretionary portfolio management, before moving onto the high net worth desk following the company’s acquisition by Robert Fleming & Co. Following two years of further academic study at the University of Cambridge, Edward joined Wise Speke in 1996 which was subsequently acquired by Brewin Dolphin, where he was a divisional director from 1998. Edward joined JM Finn in March 2016 to manage portfolios for private clients, trusts, charities and self-invested personal pensions (SIPPs).

Nathan Adam DipPFS

Financial Planner

Nathan achieved his degree in International Politics, followed by a master’s degree in International Relations. He is currently working towards full Chartered Financial Planner status, having already attained the Diploma in Regulated Financial Planning, the Certificate in Discretionary Investment Management and the Award in Regulated Pension Transfer Advice.

He has considerable experience across numerous areas of financial advice, such as pension planning and transfers, Inheritance Tax solutions, and EIS & VCT recommendations.

In his spare time, he is an active cricket and rugby player for local teams in Hertfordshire and a regular CrossFit competitor. He has also dabbled in Olympic weightlifting but hasn’t quite made the Olympics!

Luke Brampton

Head of Branch Operations

Luke has over 20 years’ experience in the Investment Management industry. He started his career at Brewin Dolphin in 1999 where he spent five years working in a variety of back office roles gaining an understanding of the industry, before moving to the front office as an Investment Assistant. Luke moved to J.M. Finn in 2016 to continue his career where he worked alongside a team of investment managers, providing administrative support and on-boarding new clients. In 2019 Luke and Harry Burnham’s paths would cross for the third time, as he joined the newly established branch with Raymond James. Luke has specialised in working with IFA’s and private clients including Corporates, Trusts, Pensions, Charities and Court of Protection.

In his spare time Luke enjoys village life and taking the dog for long walks in the countryside. He is also an avid football fan and season ticket holder at West Ham United.

Joe Chesters

Head of Branch Business Development

Joe Chesters has a comprehensive background spanning wealth, asset management, and technology. His career commenced at Bloomberg, where he honed his skills as a fixed-income product specialist covering the electronic trading market. Determined and displaying business acumen, Joe went on to found a Global Wealth and Asset Management consulting firm with operations in Singapore, Geneva, and London, concurrently establishing a technology consulting business in the United States.

Building on this success, Joe joined Raymond James Investment Services as a consultant. In this role, he was responsible for prospecting and recruiting Wealth Managers as Independent Contractors, leveraging the Raymond James platform. Parallel to his achievements in the wealth management market, Joe launched a digital transformation business in 2022 based out of London. This targets midmarket companies across various sectors, including charities, renewable energy, agriculture, and life sciences, showcasing his versatility and commitment to innovation.

Joe’s most recent venture has seen him join Raymond James, London Wall, where he plays a pivotal role in consulting and leading their Business Development function. His multifaceted expertise and dynamic approach to business development will see him establish, build, and expand relationships across the KBI market (corporate finance companies, accountants, solicitors, and IFA’s).

In his free time, Joe dedicates his time to causes close to his heart, actively supporting charities like York Mind, The Island, MND Association, My Name’5 Doddie, and Dementia Forward. He’s passionate about making a difference and often channels his energy into raising awareness for these organisations. Outside of his charity work, Joe can be found on his road bike and unwinding on the golf course (when it’s not raining, windy, or cold). He is also partial to attending sporting events such as rugby, cricket, F1, and tennis.

Peter O’Donnell FCSI

Business Development

Peter’s career started 37 years ago before the industry-changing ‘Big Bang’ and the financial crisis of 1987. He has worked for a number of globally leading firms starting with Hoare Govett, HSBC James Capel for 16 years, Brewin Dolphin as an Investment Director and most recently Tilney, now Evelyn Partners. His latest move has seen him take a consulting role with Raymond James, London Wall having stepped down from day-to-day investment management and relinquishing his authorisations.

Throughout his career, he has been involved with the management of private client money as well as Corporates, Trusts, Pensions and Charities. He prides himself in always thinking of clients first, which is increasingly relevant in the current climate.

The experience Peter has gathered over his career has never been more useful in putting into perspective the current market volatility and developments for some of the younger generation who have only seen the past decade as an almost straight line upwards. This perspective helps to protect client assets in times of genuine market stress. In his new role at Raymond James, London Wall Peter will be working alongside Investment Managers with whom he has worked with for over 20 years.

Peter is a Chartered Fellow of the CISI. He lives in Welwyn Garden City with his wife and 2 children. He is an avid football fan and regular attendee at Arsenal so is well experienced of the highs and lows that comes with long term ‘ownership’.

Edward Furness-Smith

Business Development

Edward graduated from Durham University with a master’s degree in theology before beginning his career at PwC on their graduate scheme as an accountant. Following this, he moved into investment management in 2006, training at Brown Shipley, where he obtained his investment qualifications and ultimately became a Chartered Fellow of the Securities Institute. He then spent eight years at WH Ireland growing the discretionary side of the private client business and a further five years in the same role at JM Finn. Edward specialises in managing private client assets across personal portfolios, ISAs, Self-Invested Personal Pensions (SIPPs) and trusts. Edward joined Raymond James, London Wall in October 2022, where he was reunited with a number of former colleagues from JM Finn, including Harry Burnham. His latest move has seen him take a consulting role with Raymond James, London Wall.

Edward, his family and their dogs live in Oxfordshire, where they enjoy country pursuits, gardening (time permitting) and, if particularly lucky, some cricket.

Gregor McNie

Business Development

Gregor’s career in the city started almost 40 years ago. In January 1986, he joined James Capel – at the time, one of the most respected private client firms in the city. Following the deregulation resulting from the “Big Bang”, James Capel became a wholly owned subsidiary of HSBC. Subsequently, in 2006 Gregor moved to Brewin Dolphin as an Investment Director and later joined several colleagues at Ashcourt Rowan (now known as Evelyn Partners) in 2015.

Gregor’s arrival at Raymond James – London Wall, sees him taking a change in role. He joins in a consultancy role, having stepped down from day-to-day investment management, working alongside investment managers he has known for three decades.

Gregor’s team has navigated periods of significantly higher interest rates, providing a wealth of experience to investors. Their background includes the Dotcom booms and crashes, various Asian, European, and Greek debt crises, the global financial crisis of 2007-2009, and numerous conflicts. This extensive perspective has been instrumental in helping to protect client assets and laying the groundwork for growth when market conditions are favourable.

Throughout his career, Gregor has been involved with the management of private client money as well as corporates, trusts, pensions and charities. He believes the client’s objectives are key to building portfolios that meet their aspirations.

Always a very early riser, Gregor has a passion for walking in almost any environment! He enjoys a challenge and has cycled from Lands End to John O’Groats, solo. In his spare time, he has a keen interest in local history and is a member of the London Topographical Society, Ipswich Maritime Trust and The Ipswich Society. Gregor is a Chartered Fellow of the CISI and lives in Ipswich.

Daniel Sargent

Financial Consultant

Daniel has always been fascinated by the City and stock markets, having taken his first exam back in his University days and which ultimately led him to head up the Court of Protection department at his previous employer.

After a career break, Daniel has returned to the City as a Financial Consultant, joining the London Wall Branch of Raymond James. In his new role, he utilises his extensive experience and knowledge to introduce the Investment Management team to clients and industry professionals.

He is reunited with a number of former colleagues including Luke Brampton whom he worked alongside for many years relating to the Court of Protection.

Daniel follows most sports and in particular football, where he tries to enjoy the ups and downs as a lifetime season ticket holder at Portsmouth as well as taking the dog for long walks. He still follows markets closely and is an avid reader on the subject.