RAYMOND JAMES WEALTH MANAGEMENT LIMITED
Get an alert when RAYMOND JAMES WEALTH MANAGEMENT LIMITED files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Cash
£97M
-11.2% vs 2024
Net assets
£125M
+5.5% vs 2024
Employees
854
+2.3% highest in 4 filed years
Profit before tax
-£12M
+23.5% vs 2024
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · Δ = latest vs prior filed period · latest reflected 2025-09-30
| Metric | Trend | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 | Δ vs prior |
|---|---|---|---|---|---|---|
| Turnover | £276,295,000 | £201,567,000 | £204,692,000 | £206,152,000 | +0.7% | |
| Operating profit | £3,515,000 | -£5,825,000 | -£20,275,000 | -£17,097,000 | +15.7% | |
| Profit before tax | £3,746,000 | -£3,120,000 | -£15,163,000 | -£11,598,000 | +23.5% | |
| Net profit | £2,010,000 | -£2,636,000 | -£12,325,000 | -£8,369,000 | +32.1% | |
| Cash | £92,803,000 | £130,592,000 | £109,805,000 | £97,494,000 | -11.2% | |
| Total assets less current liabilities | — | £134,605,000 | £122,812,000 | £128,519,000 | +4.6% | |
| Net assets | £115,892,000 | £131,101,000 | £118,925,000 | £125,433,000 | +5.5% | |
| Equity | £115,892,000 | £131,101,000 | £118,925,000 | £125,433,000 | +5.5% | |
| Average employees | 750 | 799 | 835 | 854 | +2.3% | |
| Wages | £79,358,000 | £59,854,000 | £69,450,000 | £68,666,000 | -1.1% | |
| Directors' remuneration | £1,341,000 | £896,000 | £1,694,000 | £2,590,000 | +52.9% |
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 | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 |
|---|---|---|---|---|---|
| Operating margin | 1.3% | -2.9% | -9.9% | -8.3% | |
| Net margin | 0.7% | -1.3% | -6.0% | -4.1% | |
| Return on capital employed | — | -4.3% | -16.5% | -13.3% | |
| Gearing (liabilities / total assets) | 61.3% | 52.5% | 60.4% | 59.1% | |
| Current ratio | 1.62x | 1.82x | 1.53x | — | |
| Interest cover | 3.97x | -15.29x | — | -80.27x |
Margins divide P&L lines by turnover. 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 1 time since incorporation
- RAYMOND JAMES WEALTH MANAGEMENT LIMITED 2025-07-01 → present
- CHARLES STANLEY & CO. LIMITED 1985-04-09 → 2025-07-01
Audit & accounting basis
- Accounting basis
- UK-adopted IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors are satisfied that the Company would remain solvent and has the financial resilience to continue operating on a going concern basis. Based on these facts, the Directors have therefore prepared the financial statements on a going concern basis.”
Group structure
- RAYMOND JAMES WEALTH MANAGEMENT LIMITED · parent
- Rock (Nominees) Limited 100%
- Exempt Nominees Limited 100%
Significant events
- “A capital injection of £12 million was received on 6 November 2025 by the Company from its Ultimate Parent Company, Raymond James Financial, Inc., via its immediate Parent Company, Raymond James Wealth Management Group Limited.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 30 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| UNG, Julie | Secretary | 2012-09-18 | — | — |
| ALLISON, Paul Dixon | Director | 2022-09-20 | Feb 1956 | Canadian |
| CAMPBELL, Marcia Dominic | Director | 2017-10-16 | Mar 1959 | British |
| ELWYN, Tashtego Spring | Director | 2022-01-27 | Mar 1971 | American |
| GROOTENHUIS, Hugh John | Director | 2017-09-07 | 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 | 2022-01-27 | Apr 1980 | American |
Show 30 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HURRELL, Eric Raymond | Secretary | 1999-04-01 | 2000-02-21 |
| TEPER, Gary | Secretary | 2000-02-21 | 2012-09-18 |
| ABBERLEY, Paul Andrew | Director | 2014-12-09 | 2025-04-16 |
| AKERMAN, James Hugo Strange | Director | 2012-07-26 | 2014-07-25 |
| ANDERSON, Norman Macgregor Watt | Director | 1997-11-28 | 2014-07-25 |
| BENNETT, Michael George | Director | 2009-04-01 | 2014-07-25 |
| BUTCHER, James Andrew | Director | 1997-11-21 | 2012-02-29 |
| CAMPAGNOLI, Vincent | Director | 2022-01-27 | 2024-04-01 |
| CLARK, Edward Michael | Director | — | 2015-03-31 |
| DIDHAM, Andrew | Director | 2015-09-18 | 2021-12-16 |
| GUERIN, Bridget Elisabeth | Director | 2014-07-25 | 2020-09-30 |
| HARRIS-DEANS, Christopher Patrick | Director | 2012-07-26 | 2014-07-25 |
| HOWARD, David Howarth Seymour, Sir | Director | — | 2017-03-01 |
| HOWARD, Edward, Sir | Director | — | 1999-10-29 |
| HURRELL, Eric Raymond | Director | 1999-04-01 | 2003-03-31 |
| HURST, Peter Anthony | Director | — | 2011-08-31 |
| KING, Steve Charles | Director | 1997-11-21 | 2012-05-31 |
| LILWALL, Michael Raymond Ian | Director | 1997-11-28 | 2016-11-23 |
| MALPAS, Venetia Jane | Director | 2003-03-31 | 2014-01-01 |
| MONEY-COUTTS, Benjamin Burdett | Director | 2015-06-10 | 2024-03-07 |
| MOORES, Peter Derek Kilian | Director | 2022-01-27 | 2024-04-01 |
| MURPHY, Martina Maria | Director | 1997-11-21 | 2014-07-25 |
| NATHAN, Philip Charles | Director | 1997-11-21 | 2014-07-25 |
| PITTS, Michael John | Director | 1999-04-01 | 2009-03-31 |
| PUSINELLI, David Charles | Director | 2014-07-25 | 2017-07-27 |
| RAWLINGSON, James Hedley | Director | 2011-09-01 | 2015-01-07 |
| SCOTT, Anthony Craufurd | Director | 2012-07-26 | 2016-04-18 |
| STEWART-SMITH, James Cautley | Director | 2012-07-26 | 2014-07-25 |
| TEPER, Gary | Director | 2005-04-01 | 2017-03-01 |
| TROUP, Anna Evelyn | Director | 2020-10-01 | 2022-11-01 |
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 |
| Charles Stanley Group Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors, Significant influence (as firm) | 2016-04-06 | Ceased 2022-01-21 |
Filing timeline
Last 20 of 236 total filings
Material constitutional events — rename, articles re-file, resolution
- 2026-05-18 RESOLUTIONS Resolution
- 2025-07-01 CERTNM Certificate change of name company
- 2025-07-01 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-27 | AA | accounts | Accounts with accounts type full | |
| 2026-05-26 | RP01SH01 | miscellaneous | Legacy | |
| 2026-05-20 | SH01 | capital | Capital allotment shares | |
| 2026-05-18 | RESOLUTIONS | resolution | Resolution | |
| 2025-11-17 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2025-11-10 | SH01 | capital | Capital allotment shares | |
| 2025-10-16 | RP01SH01 | miscellaneous | Legacy | |
| 2025-10-10 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 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 | |
| 2025-05-06 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-25 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-08 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-10-08 | SH01 | capital | Capital allotment shares | |
| 2024-06-27 | AA | accounts | Accounts with accounts type full | |
| 2024-06-24 | CH01 | officers | Change person director company with change date | |
| 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 | |
| 2024-04-02 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 10
- Capital events
- 3
- Officers appointed
- 0
- Officers resigned
- 0
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.