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.
Next accounts due
2026-06-30 (in 1mo)
Last filed for 2024-09-30
Confirmation statement due
2026-10-12 (in 5mo)
Last made up 2025-09-28
Watchouts
None on the register
Cash
£110M
-15.9% vs 2023
Net assets
£119M
-9.3% vs 2023
Employees
836
+4.6% vs 2023
Profit before tax
-£15M
-386% 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 | £201,567,000 | £204,692,000 | |
| Operating profit | -£5,825,000 | -£20,275,000 | |
| Profit before tax | -£3,120,000 | -£15,163,000 | |
| Net profit | -£2,636,000 | -£12,325,000 | |
| Cash | £130,592,000 | £109,805,000 | |
| Total assets less current liabilities | £134,605,000 | £122,812,000 | |
| Net assets | £131,101,000 | £118,925,000 | |
| Equity | £131,101,000 | £118,925,000 | |
| Average employees | 799 | 836 | |
| Wages | £59,854,000 | £69,450,000 |
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 |
|---|---|---|---|
| Operating margin | -2.9% | -9.9% | |
| Net margin | -1.3% | -6.0% | |
| Return on capital employed | -4.3% | -16.5% | |
| Gearing (liabilities / total assets) | 52.5% | 60.4% | |
| Current ratio | 1.82x | 1.53x | |
| Interest cover | -15.29x | -101.38x |
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
- 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.”
Group structure
- RAYMOND JAMES WEALTH MANAGEMENT LIMITED · parent
- Rock (Nominees) Limited 100%
- Exempt Nominees Limited 100%
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 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-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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 2
- 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
+1.6%
£201,567,000 £204,692,000
-
Cash
-15.9%
£130,592,000 £109,805,000
-
Net assets
-9.3%
£131,101,000 £118,925,000
-
Employees
+4.6%
799 836
-
Operating profit
-248.1%
-£5,825,000 -£20,275,000
-
Profit before tax
-386%
-£3,120,000 -£15,163,000
-
Wages
+16%
£59,854,000 £69,450,000
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