UK Companies House feature
RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED
Profile
- Company number
- 00048796
- Status
- Active
- Incorporation
- 1896-07-16
- Last accounts made up
- 2024-09-30
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Accounts
Pending extraction
No iXBRL extracted yet for this company.
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The financial statements have been prepared on a going concern basis which the Directors consider to be appropriate. The Directors have performed a going concern assessment which indicates that the Company will have sufficient funds to meet its liabilities as they fall due during the going concern assessment period. The company has net current liabilities of £4.8 million as at 30 September 2024. Accordingly, the Board considers that it is appropriate for the accounts to be prepared on a going concern basis.”
Subsidiaries
- Charles Stanley & Co. Limited · 100% held · England and Wales
- Raymond James Investment Services Limited · 100% held · England and Wales
Significant events
- “A capital contribution of £15 million was received by the Company from the Ultimate Parent, RJF, on 4 October 2024 and was contributed from the Company to Charles Stanley & Co. Limited on the same day.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
10 active · 20 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 |
| MOORES, Peter Derek Kilian | Director | 2022-01-21 | Jul 1967 | British |
| WAN, Gala | Director | 2023-10-01 | Apr 1980 | American |
Show 20 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 |
| 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 380 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 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 |
| 2023-12-01 | CERTNM | change-of-name | certificate change of name company |
| 2023-10-09 | AP01 | officers | appoint person director company with name date |
| 2023-10-09 | AP01 | officers | appoint person director company with name date |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Credit score requires extracted accounts data.
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory
Activity Score not yet computed for this company.