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About Raymond James, Harrogate

Putting your needs at the forefront of everything we do

Find out about our Parent Company

Our values

Client-first

Honesty

Integrity

Longevity

Independence

Meet the team

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Nick Hair

Branch Principal and Wealth Manager

DH

Daniella Hair

Financial Planner

Our Investment Committee

Nick sits on an investment committee with other commercially independent investment managers in the North of England. This allows the commercially independent offices to share intellectual capital for the benefit of their clients.

The different areas of expertise and insight from each experienced member of the committee helps create a robust investment process and helps to generate the best investment ideas. The Investment Committee consists of Nick Hair, Robert Allman and Rupert Forrest (as below).

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Robert Allman

Rupert 1

Rupert Forrest

If you would like to start the conversation, please get in touch

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Nick Hair

Branch Principal and Wealth Manager

Nick has worked in the Investment management industry for over 27 years and is a Chartered Fellow of the chartered institute for securities and investments.

Starting his career as a stockbroker, Nick progressed into portfolio management and later became a Vice President of a wealth and investment management company.

In 2015, Nick chose to leave Barclays and join Raymond James. He chose Raymond James as he was looking for a home to look after his clients and their families for many years to come. Nick found Raymond James to be a progressive business but, most importantly, a business that truly focuses around its core values. At the forefront of that is the client.

Nick lives in Harrogate with his wife Daniella, and daughters Holly and Heidi. He is an enthusiastic sportsman, with experience playing competitive Rugby and mixed martial arts. He is also a keen skier and spends most of his spare time outdoors walking in the lakes, moors or dales, skiing or surfing.

Nick is a Trustee of the Board of Governors of Ashville College and a member of the Ashville Foundation.

Daniella Hair

Financial Planner

Daniella joined the Harrogate branch as Financial Planner in 2017 from Prudential, where she was a financial planning manager. She has worked as a financial planner for 21 years, across large bank and insurance companies through to smaller independent financial planning companies, and holds a Diploma from the Personal Finance Society. Daniella aims to help families to structure their wealth in order to meet their requirements and needs now and into the future, whether this be planning for retirement, school fees, Inheritance Tax or just maximising tax efficiency.

Originally from Harrogate, Daniella loves to spend time with her family and friends and her two young girls, Holly and Heidi. Outside of work she loves travelling, photography and scuba diving and enjoys hiking across the beautiful Yorkshire countryside.

Robert Allman

Robert has worked in wealth management for over 12 years, previously as a partner of a Wealth Management business, Artorius Wealth, which was focused on advising High Net Worth and Ultra High Net Worth clients and their families on all aspects of their investments and financial planning. Prior to this he spent 8 years at Barclays Private Bank holding the position of Vice President, advising clients across the North West on their investments. At Barclays he sat on the National UK Private Bank Investment Committee.

Rupert Forrest

Rupert is a Chartered Fellow of The Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager. Rupert began his career in wealth management with Rensburg Sheppards (now Investec Wealth & Investment Management) in their Leeds office where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to work for Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army.