RAYMOND JAMES INVESTMENT SERVICES LIMITED

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +4.8%

  £84,325,000 → £88,349,000

• Cash

  +3.2%

  £26,121,000 → £26,944,000

• Net assets

  -1.7%

  £28,545,000 → £28,074,000

• Employees

  +14.3%

  224 → 256

• Operating profit

  +81.8%

  -£7,162,000 → -£1,307,000

• Profit before tax

  +96.6%

  -£6,545,000 → -£224,000

• Wages

  +25.8%

  £13,632,000 → £17,152,000

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

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.

1. RAYMOND JAMES INVESTMENT SERVICES LIMITED 2002-08-20 → present
2. RAYMOND JAMES KILLIK LIMITED 2000-05-03 → 2002-08-20
3. INDEPENDENT BROKER SERVICES LIMITED 1999-09-01 → 2000-05-03
4. WHOTREE LIMITED 1999-05-28 → 1999-09-01

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

KPMG LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The Company has sufficient capital and liquidity resilience and remains well positioned for growth. The Directors have conducted a detailed assessment of the entity's ability to continue as a going concern. In making their assessment, the Directors have considered the principal risks of the Company and have prepared business plans and cash flow forecasts as well as reviewing the capital, liquidity and financial position of the Company over the going concern review period.”

Significant events

• “Raymond James agreed to a Voluntary Application for Imposition of Requirements ("VREQ") with the FCA that prohibits the onboarding of new branches or wealth managers without the prior consent of the FCA. The Directors do not expect this VREQ to have a material impact on our results”
• “The Company has not made any payments during the period in relation to a client redress matter identified in 2023 as current provisioning is deemed appropriate.”
• “The Company has commenced the positive step of integrating with Charles Stanley.”
• “During the year, the Company continued to recognise a provision of £2.1 million for client compensation as a result of past events. Client compensations were related to a single wealth manager who is no longer with Raymond James and payments are expected to be made within the next twelve months but the amount and timing of payments are uncertain.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

4

last 12 months

Capital events

2

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.