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Position

Managing director and founder

Index

HNW Wealth Managers

Location

Cheshire

Advice type

Portfolio management

Wealth management

Client type

Charities

HNW

Trusts

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Audrey McKinstry

Spear’s Review

Audrey McKinstry, co-founder of Raymond James, Chowley, a subsidiary of Raymond James, has been working with private clients for almost four decades. She currently manages portfolios for HNW individuals and families, as well as charitable organisations and trusts

McKinstry began her career in the wealth management industry in 1987, working for William F Coates & Co, before undertaking successful stints at Greig Middleton & Co and Lloyds Private Banking. She then cut her teeth as a senior investment director at Investec (then BWD Rensburg) for nearly 20 years before setting up the Cheshire-based Raymond James, Chowley with John Simpson in 2021. 

She is a chartered fellow of the Chartered Institute for Securities and Investment and a chartered wealth manager.

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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