RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED

🌳Matureactive

00048796 · ltd · incorporated 1896-07-16

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 35.2y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

76/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 76/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

1 live charge · oldest 35.2y

85/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 35.2 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 20/100 — clean.

Data confidence

Overall: medium (59/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

30 officers (10 active, 30 linked, 27 with DOB)

Ownership & PSC

1 active PSC(s) of 1 total, 1 with control declared

Director network

7 connected companies via shared directors

Filing history

381 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

76/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 confirmation-statement

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (69 events)Click to expand

2025-11-10
📄
capital-allotment-shares
capital · SH01
2025-09-19
📄
capital-allotment-shares
capital · SH01
2025-07-01
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2025-07-01
✏️
change-of-name-notice
change-of-name · CONNOT
2025-06-19
📄
accounts-with-accounts-type-full
accounts · AA
2025-05-15
📄
capital-allotment-shares
capital · SH01
2025-05-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-05-01
➕
JENSON, Kim Rachelle appointed
director
2025-04-25
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-16
➖
ABBERLEY, Paul Andrew resigned
director
2024-10-08
📄
capital-allotment-shares
capital · SH01
2024-07-12
📍
change-sail-address-company-with-old-address-new-address
address · AD02
2024-06-27
📄
accounts-with-accounts-type-full
accounts · AA
2024-06-24
📄
change-person-secretary-company-with-change-date
officers · CH03
2024-06-24
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-02-23
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-02-20
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-02-16
➕
HAMPTON, Francesca Margaret appointed
director
2024-02-13
➕
KINNEY PRITCHARD, Sandy appointed
director
2023-12-01
✏️
certificate-change-of-name-company
change-of-name · CERTNM
2023-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-10-01
➕
ALLISON, Paul Dixon appointed
director
2023-10-01
➕
CAMPBELL, Marcia Dominic appointed
director
2023-10-01
➕
GROOTENHUIS, Hugh John appointed
director
2023-10-01
➕
WAN, Gala appointed
director
2023-10-01
➕
ABBERLEY, Paul Andrew appointed
director
2023-09-30
➖
HOWARD, David Howarth Seymour, Sir resigned
director
2022-01-21
➕
ELWYN, Tashtego Spring appointed
director
2022-01-21
➕
MOORES, Peter Derek Kilian appointed
director
2022-01-21
➖
ABBERLEY, Paul Andrew resigned
director
2022-01-21
➖
CAMPBELL, Marcia Dominic resigned
director
2022-01-21
➖
GROOTENHUIS, Hugh John resigned
director
2022-01-21
➖
MONEY-COUTTS, Benjamin Burdett resigned
director
2022-01-21
➖
TROUP, Anna Evelyn resigned
director
2021-12-16
➖
DIDHAM, Andrew resigned
director
2020-10-01
➕
TROUP, Anna Evelyn appointed
director
2020-09-30
➖
GUERIN, Bridget Elisabeth resigned
director
2019-05-21
➖
TEPER, Gary resigned
director
2017-10-16
➕
CAMPBELL, Marcia Dominic appointed
director
2017-09-07
➕
GROOTENHUIS, Hugh John appointed
director
2017-07-27
➖
PUSINELLI, David Charles resigned
director
2016-11-23
➖
LILWALL, Michael Raymond Ian resigned
director
2016-04-18
➖
SCOTT, Anthony Craufurd resigned
director
2015-09-18
➕
DIDHAM, Andrew appointed
director
2015-06-10
➕
MONEY-COUTTS, Benjamin Burdett appointed
director

Showing most recent 50 of 69 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-9 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 70 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 70 years old. Natural succession window is now.

Red flags

1 med · 1 low

Name changed 2 times

medium

Name changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.

Evidence: 2025-07-01: certificate-change-of-name-company; 2025-07-01: change-of-name-notice

Multiple registered office changes

low

Multiple address changes in a short period can indicate operational instability or admin disorder.

Group structure

Raymond James Financial, Inc is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Raymond James Financial, Inc

Corporate parent · holds 75-100% shares

ultimate parent

⬇

RAYMOND JAMES WEALTH MANAGEMENT GROUP LIMITED

This company · 00048796

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Raymond James Financial, Inc Corporate entity	75–100%	75–100%	75-100% shares · 75-100% voting	21/01/2022

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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ADVANTA LOSS ADJUSTERS LIMITED→ 04800575 · est 2003 · no financials extracted	—	—	—	—	22y	—	—
ADVANTA QUANTITY SURVEYING LIMITED→ 05377856 · est 2005 · no financials extracted	—	—	—	—	21y	—	—
ADVANTA UK PROPERTY LOSS ADJUSTERS LIMITED→ 12161830 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
ADVANTAGE DCP LTD→ 08932909 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
ADVANTIS CREDIT LIMITED→ 05223252 · est 2004 · no financials extracted	—	—	—	—	21y	—	—
ADVENT SOLUTIONS HOLDINGS LIMITED→ 04710188 · est 2003 · no financials extracted	—	—	—	—	23y	—	—
ADVENT SOLUTIONS MANAGEMENT LIMITED→ 04092670 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
ADVENTURE FG LTD→ 16604236 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ADVICE ECOSYSTEM TECHNOLOGIES LIMITED→ 15564560 · est 2024 · no financials extracted	—	—	—	—	2y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeltd

Incorporated1896-07-16

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Ropemaker Place

25 Ropemaker Street

London

EC2Y 9LY

England

Filing status

Accounts

Next due: 2026-06-30

Last made up to: 2024-09-30

Confirmation statement

Next due: 2027-05-26

Last: 2026-05-12