RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED
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Cash
£739k
+7.1% highest in 3 filed years
Net assets
£128m
+24.6% highest in 3 filed years
Employees
0
Average over period
Profit before tax
£835k
+1,564.9% first positive since 2024
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-09-30
| Metric | Trend | 2023-09-30 | 2024-09-30 | 2025-09-30 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | — | — | — | — | |
| Operating profit | £7,241,000 | £829,000 | £1,997,000 | +140.9% | |
| Profit before tax | £7,726,000 | -£57,000 | £835,000 | +1,564.9% | |
| Net profit | £7,726,000 | -£273,000 | £285,000 | +204.4% | |
| Cash | £389,000 | £690,000 | £739,000 | +7.1% | |
| Total assets less current liabilities | £104,519,000 | £133,322,000 | £155,055,000 | +16.3% | |
| Net assets | £74,094,000 | £102,888,000 | £128,175,000 | +24.6% | |
| Equity | £74,094,000 | £102,888,000 | £128,175,000 | +24.6% | |
| Average employees | 1 | 0 | 0 | — | |
| Wages | — | — | — | — | |
| Directors' remuneration | £40,000 | £0 | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-09-30 | 2024-09-30 | 2025-09-30 |
|---|---|---|---|---|
| Return on capital employed | 6.9% | 0.6% | 1.3% | |
| Gearing (liabilities / total assets) | 37.7% | 27.4% | 20.9% | |
| Current ratio | 0.92x | 0.43x | 0.55x | |
| Interest cover | — | 0.58x | 1.42x |
Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 4 times since incorporation — the current trading name was adopted 2025-07-01
- RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED 2025-07-01 → present
- RAYMOND JAMES WEALTH MANAGEMENT LIMITED 2023-12-01 → 2025-07-01
- CHARLES STANLEY GROUP LIMITED 2022-02-07 → 2023-12-01
- CHARLES STANLEY GROUP PLC 1996-07-24 → 2022-02-07
- OCEANA CONSOLIDATED COMPANY PLC(THE) 1896-07-16 → 1996-07-24
Audit & accounting basis
- Accounting basis
- UK-adopted IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“we have not identified and concur with the directors' assessment that there is not a material uncertainty related to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for the going concern period.”
Group structure
- RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED · parent
- Raymond James Wealth Management Limited 100%
- Raymond James Investment Services Limited 100%
Significant events
- “On 8 July 2025, it was announced that one of the Company's subsidiaries, Raymond James Investment Services ("RJIS"), and its other subsidiary, Raymond James Wealth Management Limited ("RJWM"), would combine into a single legal entity in H2 FY26.”
- “The Company changed its name from Raymond James Wealth Management Limited on 1 July 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 21 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| UNG, Julie | Secretary | 2012-09-18 | — | — |
| ALLISON, Paul Dixon | Director | 2023-10-01 | Feb 1956 | Canadian |
| CAMPBELL, Marcia Dominic | Director | 2023-10-01 | Mar 1959 | British |
| ELWYN, Tashtego Spring | Director | 2022-01-21 | Mar 1971 | American |
| GROOTENHUIS, Hugh John | Director | 2023-10-01 | Apr 1958 | British |
| HAMPTON, Francesca Margaret | Director | 2024-02-16 | Mar 1970 | British |
| JENSON, Kim Rachelle | Director | 2025-05-01 | Aug 1958 | American |
| KINNEY PRITCHARD, Sandy | Director | 2024-02-13 | May 1958 | Irish |
| WAN, Gala | Director | 2023-10-01 | Apr 1980 | American |
Show 21 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HURRELL, Eric Raymond | Secretary | — | 2000-02-21 |
| TEPER, Gary | Secretary | 2000-02-21 | 2012-09-18 |
| ABBERLEY, Paul Andrew | Director | 2023-10-01 | 2025-04-16 |
| ABBERLEY, Paul Andrew | Director | 2014-12-09 | 2022-01-21 |
| CAMPBELL, Marcia Dominic | Director | 2017-10-16 | 2022-01-21 |
| CLARK, Edward Michael | Director | — | 2015-03-31 |
| DIDHAM, Andrew | Director | 2015-09-18 | 2021-12-16 |
| GROOTENHUIS, Hugh John | Director | 2017-09-07 | 2022-01-21 |
| GUERIN, Bridget Elisabeth | Director | 2012-09-03 | 2020-09-30 |
| HOWARD, David Howarth Seymour, Sir | Director | — | 2023-09-30 |
| HOWARD, Edward, Sir | Director | — | 1999-10-29 |
| HURST, Peter Anthony | Director | — | 2011-08-31 |
| LILWALL, Michael Raymond Ian | Director | 1997-11-28 | 2016-11-23 |
| MONEY-COUTTS, Benjamin Burdett | Director | 2015-06-10 | 2022-01-21 |
| MOORES, Peter Derek Kilian | Director | 2022-01-21 | 2026-06-30 |
| PUSINELLI, David Charles | Director | 2012-09-03 | 2017-07-27 |
| RAWLINGSON, James Hedley | Director | 2011-09-01 | 2015-01-07 |
| SAITO, Juichiro | Director | — | 1994-01-28 |
| SCOTT, Anthony Craufurd | Director | 2014-04-09 | 2016-04-18 |
| TEPER, Gary | Director | 2012-07-13 | 2019-05-21 |
| TROUP, Anna Evelyn | Director | 2020-10-01 | 2022-01-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Raymond James Financial, Inc | Corporate entity | Shares 75–100%, Voting 75–100% | 2022-01-21 | Active |
Filing timeline
Last 20 of 383 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-07-01 CERTNM Certificate change of name company
- 2025-07-01 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-07-01 | TM01 | officers | Termination director company with name termination date | |
| 2026-06-27 | AA | accounts | Accounts with accounts type full | |
| 2026-05-26 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-11-10 | SH01 | capital | Capital allotment shares | |
| 2025-09-19 | SH01 | capital | Capital allotment shares | |
| 2025-07-01 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-07-01 | CONNOT | change-of-name | Change of name notice | |
| 2025-06-19 | AA | accounts | Accounts with accounts type full | |
| 2025-05-20 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-05-15 | SH01 | capital | Capital allotment shares | |
| 2025-05-06 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-25 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-08 | SH01 | capital | Capital allotment shares | |
| 2024-07-12 | AD02 | address | Change sail address company with old address new address | |
| 2024-06-27 | AA | accounts | Accounts with accounts type full | |
| 2024-06-24 | CH03 | officers | Change person secretary company with change date | |
| 2024-06-24 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-06-04 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-02-23 | AP01 | officers | Appoint person director company with name date | |
| 2024-02-20 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 4
- Officers appointed
- 0
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.