UK Companies House feature
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
Profile
- Company number
- 01903304
- Status
- Active
- Incorporation
- 1985-04-09
- 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
- UK-adopted IFRS
- Reporting scope
- Standalone (parent only)
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Board considers that the Company will have sufficient funds to continue to meet its liabilities as they fall due. In order to ensure this, its Ultimate Parent Company, Raymond James Financial, Inc., has provided a capital injection in the post year end period. Based on these facts, the Directors have therefore prepared the financial statements on a Going Concern basis.”
Subsidiaries
- Rock (Nominees) Limited · 100% held · England and Wales
- Exempt Nominees Limited · 100% held · England and Wales
Significant events
- “A capital injection was provided to the Company by its Ultimate Parent, Raymond James Financial, Inc., via the immediate Parent Company, Raymond James Wealth Management Limited. £15m was received 4 October 2024 (2023: £25m).”
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
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-or-control-as-firm | 2016-04-06 | Ceased 2022-01-21 |
Filing timeline
Last 20 of 232 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 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 |
| 2024-04-02 | TM01 | officers | termination director company with name termination date |
| 2024-03-08 | TM01 | officers | termination director company with name termination date |
| 2024-02-26 | AP01 | officers | appoint person director company with name date |
| 2024-02-20 | 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.