We are an intergenerational wealth-management practice rooted in Oxford and serving clients across the surrounding areas. As a branch of Raymond James, we pair the resources of a global financial services firm with the nuance, discretion and accountability of a boutique.
Our purpose is simple: to safeguard and grow clients’ wealth over the long term.
Our story began with Tom Scrase, a Chartered Fellow of the CISI, who has advised individuals and families for more than 40 years.
Over that time, Tom has built relationships that span careers and generations – grounded in intellectual curiosity, integrity and steady judgement. He founded Scrase Investment Management in 2005.
In 2025, Julie Kolomva, Tom’s daughter, joined the practice after 15 years working across financial services and fintech research, strategy and communications.
Together we are dedicated to a highly bespoke and long-term approach to clients’ wealth built on strong personal relationships with each client and their families.
Part of Raymond James Wealth Management Limited
Scrase Investment Management is a branch of Raymond James. Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001.
Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades.
To find out more, go to the Raymond James website.
Our values
Our values are constant: we listen, we think, we take deep care, and we act with integrity – always with the client’s best interests front and centre. We help you clarify aims, calibrate risk and make informed, collegiate decisions. The result is a truly bespoke portfolio aligned to your objectives, tax position and time horizon – managed with patience and transparency.
These values are also demonstrated in the service we deliver and reflected in the feedback we receive. Clients tell us they value our clarity, responsiveness and professionalism. In our 2024 survey, 100% of respondents rated our service Good or Excellent, and our Net Promoter Score was 85 – a reflection of trust and advocacy we work hard to earn every day. (Survey results refer to respondents only).
