Company Overview
Raymond James Wealth Management Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Thursday 16 July 1896, so this is a well established company. Raymond James Wealth Management Limited has been in business for 129 years and 8 months. The accounts status is full and the accounts are next due on Tuesday 30 June 2026.
Registered Address

Ropemaker Place, 25 Ropemaker Street, London, EC2Y 9LY
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Companies House Data
Company NameRAYMOND JAMES WEALTH MANAGEMENT LIMITED
Company Number00048796
Registered Office AddressRopemaker Place
 25 Ropemaker Street
 EC2Y 9LY
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date16/07/1896
Accounting Reference Date Day30
Accounting Reference Date Month9
Accounts Next Due Date30/06/2026
Accounts Last Made Up Date30/09/2024
Accounts Account CategoryFULL
Returns Next Due Date27/10/2016
Returns Last Made Up Date29/09/2015
Previous Company NameChanged Date
RAYMOND JAMES WEALTH MANAGEMENT LIMITED01 Jul 2025
CHARLES STANLEY GROUP LIMITED01 Dec 2023
Directors & Members
Show Resigned
Paul Allison - Director
(Canadian, 70 years old, born February 1956)
Appointed 01 October 2023
 Active
Marcia Campbell - Director
(British, 67 years old, born March 1959)
Appointed 01 October 2023
 Active
Tashtego Elwyn - Director
(American, 55 years old, born March 1971)
Appointed 21 January 2022
 Active
Hugh Grootenhuis - Director
(British, 68 years old, born April 1958)
Appointed 01 October 2023
 Active
Francesca Hampton - Director
(British, 56 years old, born March 1970)
Appointed 16 February 2024
 Active
Kim Jenson - Director
(American, 68 years old, born August 1958)
Appointed 01 May 2025
 Active
Sandy Kinney Pritchard - Director
(Irish, 68 years old, born May 1958)
Appointed 13 February 2024
 Active
Peter Moores - Director
(British, 59 years old, born July 1967)
Appointed 21 January 2022
 Active
Gala Wan - Director
(American, 46 years old, born April 1980)
Appointed 01 October 2023
 Active
Secretaries
Show Resigned
Julie Ung - Secretary
Appointed 18 September 2012
 Active
Other Company Directorships
Paul Allison
RAYMOND JAMES FINANCIAL INTERNATIONAL LIMITED
RAYMOND JAMES INVESTMENT SERVICES LIMITED
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
Marcia Campbell
No companies found
Tashtego Elwyn
CHARLES STANLEY & CO. LIMITED
Hugh Grootenhuis
J O HAMBRO ASSET MANAGEMENT LIMITED
JO'S CERVICAL CANCER TRUST
JO'S CERVICAL CANCER TRUST TRADING LIMITED
RAYMOND JAMES INVESTMENT SERVICES LIMITED
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
THE PERIVOLI FOUNDATION
W1M HOLDINGS LIMITED
W1M INVESTMENT MANAGEMENT LIMITED
W1M JOSH LIMITED
WAVERTON (HOLDINGS) LIMITED
WAVERTON COMPANIES LIMITED
WIM-OLDCO LIMITED
Francesca Hampton
CYNERGY BUSINESS FINANCE LIMITED
CYNERGY CONNECT TECHNOLOGIES LIMITED
EXEMPT NOMINEES LTD
FITZROVIA FINANCIAL PLANNING LIMITED
RAYMOND JAMES INVESTMENT SERVICES LIMITED
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
ROCK (NOMINEES) LIMITED
Kim Jenson
CHARLES STANLEY & CO. LIMITED
EXEMPT NOMINEES LTD
ROCK (NOMINEES) LIMITED
Sandy Kinney Pritchard
RAYMOND JAMES INVESTMENT SERVICES LIMITED
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
Peter Moores
CHARLES STANLEY & CO. LIMITED
Gala Wan
CHARLES STANLEY & CO. LIMITED
Balance Sheet Unlock full report
Accounts Date 30-Sep-2024 31-Mar-2016 31-Mar-2015
Balance Sheet
Fixed Assets 46,013,000 46,013,000 49,415,000
Current Assets 214,436,000 214,436,000 300,237,000
Creditors Due Within One Year 164,970,000 164,970,000 265,823,000
Working Cap 49,466,000 49,466,000 34,414,000
Total Assets Less Current Liabilities 95,479,000 95,479,000 83,829,000
Long-term Liabilities 10,114,000 10,114,000 14,935,000
Net Assets 85,365,000 85,365,000 68,894,000
Share Capital & Reserves
Share Cap 12,669,000 12,669,000 11,490,000
Profit & Loss Reserves 50,461,000 50,461,000 50,559,000
Other Reserves 22,235,000 22,235,000 6,845,000
Shareholders Funds 85,365,000 85,365,000 68,894,000
Common Size Financial Analysis Unlock full report
Accounts Date 30-Sep-2024 31-Mar-2016 31-Mar-2015
Tangible Fixed Assets - - -
Fixed Assets 17.7% 17.7% 14.1%
Stocks Inventory 0.0% 0.0% 0.0%
Debtors 63.1% 63.1% 76.5%
Cash Bank In Hand 18.5% 18.5% 8.1%
Current Assets 82.3% 82.3% 85.9%
Creditors Due Within One Year 63.3% 63.3% 76.0%
Net Current Assets Liabilities 19.0% 19.0% 9.8%
Creditors Due After One Year 3.9% 3.9% 4.3%
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability 32.8% 32.8% 19.7%
Called Up Share Capital 4.9% 4.9% 3.3%
Share Capital Allotted Called Up Paid 4.9% 4.9% 3.3%
Profit Loss Account Reserve 19.4% 19.4% 14.5%
Shareholder Funds 32.8% 32.8% 19.7%
Capital Employed - - -
Total Assets Less Current Liabilities 36.7% 36.7% 24.0%
Financial Ratio Analysis Unlock full report
Accounts Date 30-Sep-2024 31-Mar-2016 31-Mar-2015
Liquidity Ratio 1.3 1.3 1.1
Solvency Ratio 1.5 1.5 1.2
Reserves to Assets 0.2 0.2 0.1
Secured Creditors Unlock full report
Mortgages Charges 1
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 1
Assets and Debt Analysis Unlock full report
Accounts Date 30-Sep-2024 31-Mar-2016 31-Mar-2015
Assets 260,449,000 260,449,000 349,652,000
Debt 175,084,000 175,084,000 280,758,000
Net Assets/Debt 85,365,000 85,365,000 68,894,000

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet indicates the net assets of a good sized company. The amount of net assets suggests sufficient cover for total debts and obligations for the size of the company inferred by the balance sheet.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet indicates the net assets of a good sized company. The amount of net assets suggests sufficient cover for total debts and obligations for the size of the company inferred by the balance sheet.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The current section of the balance sheet has positive working capital. We would normally consider this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet indicates the net assets of a good sized company. The amount of net assets suggests sufficient cover for total debts and obligations for the size of the company inferred by the balance sheet.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Statement of capital following an allotment of shares on 6 November 2025
Statement of capital following an allotment of shares on 12 September 2025
Certificate of change of name
Change of name notice
Confirmation statement made on 12 May 2025 with updates
Statement of capital following an allotment of shares on 8 May 2025
Appointment of Mrs Kim Rachelle Jenson as a director on 1 May 2025
Termination of appointment of Paul Andrew Abberley as a director on 16 April 2025
Statement of capital following an allotment of shares on 4 October 2024
Register inspection address has been changed from Northern House Woodsome Park Fenay Bridge Huddersfield West Yorkshire HD8 0GA to Ropemaker Place 25 Ropemaker Street London EC2Y 9LY
Secretary's details changed for Julie Ung on 24 June 2024
Registered office address changed from , 55 Bishopsgate, London, EC2N 3AS, United Kingdom to Ropemaker Place 25 Ropemaker Street London EC2Y 9LY on 24 June 2024
Confirmation statement made on 12 May 2024 with updates
Appointment of Mrs Sandy Kinney Pritchard as a director on 13 February 2024
Appointment of Mrs Francesca Margaret Hampton as a director on 16 February 2024
Certificate of change of name
Appointment of Ms Gala Wan as a director on 1 October 2023
Appointment of Mr Paul Dixon Allison as a director on 1 October 2023
Appointment of Mr Paul Andrew Abberley as a director on 1 October 2023
Appointment of Ms Marcia Dominic Campbell as a director on 1 October 2023
Appointment of Mr Hugh John Grootenhuis as a director on 1 October 2023
Termination of appointment of David Howarth Seymour Howard as a director on 30 September 2023
Statement of capital following an allotment of shares on 5 September 2023
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