The Investment Boutique

Head Office

Firm Overview

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.