Simon Monk

Spear’s Review

At Raymond James, Simon Monk is a chartered wealth manager. Having only joined the firm in 2020, Monk has established his position as an integral component of the organisation through his role in setting up Raymond James’ Ropemaker Place office in London. 

Monk’s current responsibilities include providing discretionary investment management and financial planning to HNW families, trusts, charities and pension funds. With over 30 years of experience in the field, his expertise is highly regarded, with the firm saying: ‘Simon’s clients greatly value his professional yet personal approach, delivering a high level of service together with clear and transparent advice.’