RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED
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Next accounts due
2026-06-30 (in 1mo)
Last filed for 2024-09-30
Confirmation statement due
2026-05-26 (this month)
Last made up 2025-05-12
Watchouts
None on the register
Cash
£690K
+77.4% vs 2023
Net assets
£103M
+38.9% vs 2023
Employees
0
-100% vs 2023
Profit before tax
-£57K
-100.7% vs 2023
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-09-30
| Metric | Trend | 2023-09-30 | 2024-09-30 |
|---|---|---|---|
| Turnover | — | — | |
| Operating profit | £7,241,000 | £829,000 | |
| Profit before tax | £7,726,000 | -£57,000 | |
| Net profit | £7,726,000 | -£273,000 | |
| Cash | £389,000 | £690,000 | |
| Total assets less current liabilities | £104,519,000 | £133,322,000 | |
| Net assets | £74,094,000 | £102,888,000 | |
| Equity | £74,094,000 | £102,888,000 | |
| Average employees | 1 | 0 | |
| Wages | — | — |
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
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-09-30 | 2024-09-30 |
|---|---|---|---|
| Return on capital employed | 6.9% | 0.6% | |
| Gearing (liabilities / total assets) | 37.7% | 27.4% | |
| Current ratio | 0.92x | 0.43x | |
| Interest cover | — | 0.58x |
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.
Audit & accounting basis
- 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.”
Group structure
- RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED · parent
- Charles Stanley & Co. Limited 100%
- Raymond James Investment Services Limited 100%
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 and subsidiary information is drawn from the narrative of the latest annual accounts. 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 4
- Officers appointed
- 1
- 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.
Year-on-year
FY2023 → FY2024 · period ending 2024-09-30 vs 2023-09-30
-
Turnover
—
Not reported
-
Cash
+77.4%
£389,000 £690,000
-
Net assets
+38.9%
£74,094,000 £102,888,000
-
Employees
-100%
1 0
-
Operating profit
-88.6%
£7,241,000 £829,000
-
Profit before tax
-100.7%
£7,726,000 -£57,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers