RAYMOND JAMES WEALTH MANAGEMENT LIMITED
🌳Matureactive
01903304 · ltd · incorporated 1985-04-09
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Financial intermediation not elsewhere classified
Sector: Financial & insurance
Investor take
PursueActive trading company with a 70-year-old founder — textbook succession opportunity.
Opportunity 77/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 70). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 6 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (48/100).
🏦
Refinance opportunity
6 live charges · 6 lenders · oldest 34.5y
25/100
too messy
Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.
- · Oldest live charge is 34.5 years old — likely at or near maturity.
- · 6 lenders named — inter-creditor friction likely.
- · Legal-friction score 48/100 (high).
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
0
Lenders & charges
6 charges (6/6 with lender, 6/6 with type)
90
Directors & officers
39 officers (9 active, 39 linked, 36 with DOB)
88
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
8 connected companies via shared directors
69
Filing history
235 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
3
filings
- • 1 miscellaneous
- • 1 capital
- • 1 resolution
Last 90 days
3
filings
- • 1 miscellaneous
- • 1 capital
- • 1 resolution
Last 180 days
3
filings
- • 1 miscellaneous
- • 1 capital
- • 1 resolution
Counts from Companies House filing history.
Corporate timeline (96 events)Click to expand
- 2026-05-26📄legacymiscellaneous · RP01SH01
- 2026-05-20📄capital-allotment-sharescapital · SH01
- 2026-05-18📄resolutionresolution · RESOLUTIONS
- 2025-11-17📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-11-17🔒Charge registered #6Lender: Abn Amro Clearing Bank N.V
- 2025-11-10📄capital-allotment-sharescapital · SH01
- 2025-10-16📄legacymiscellaneous · RP01SH01
- 2025-07-01✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2025-07-01✏️change-of-name-noticechange-of-name · CONNOT
- 2025-06-19📄accounts-with-accounts-type-fullaccounts · AA
- 2025-05-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-05-01➕JENSON, Kim Rachelle appointeddirector
- 2025-04-25📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-04-16➖ABBERLEY, Paul Andrew resigneddirector
- 2024-10-08📄capital-allotment-sharescapital · SH01
- 2024-06-27📄accounts-with-accounts-type-fullaccounts · AA
- 2024-06-24📄change-person-director-company-with-change-dateofficers · CH01
- 2024-06-24📄change-person-secretary-company-with-change-dateofficers · CH03
- 2024-06-24📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-04-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-04-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-04-01➖CAMPAGNOLI, Vincent resigneddirector
- 2024-04-01➖MOORES, Peter Derek Kilian resigneddirector
- 2024-03-08📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-03-07➖MONEY-COUTTS, Benjamin Burdett resigneddirector
- 2024-02-26📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-02-16➕HAMPTON, Francesca Margaret appointeddirector
- 2024-02-13➕KINNEY PRITCHARD, Sandy appointeddirector
- 2023-09-19📄capital-allotment-sharescapital · SH01
- 2022-11-01➖TROUP, Anna Evelyn resigneddirector
- 2022-09-20➕ALLISON, Paul Dixon appointeddirector
- 2022-01-27➕ELWYN, Tashtego Spring appointeddirector
- 2022-01-27➕WAN, Gala appointeddirector
- 2022-01-27➕CAMPAGNOLI, Vincent appointeddirector
- 2022-01-27➕MOORES, Peter Derek Kilian appointeddirector
- 2021-12-16➖DIDHAM, Andrew resigneddirector
- 2020-10-01➕TROUP, Anna Evelyn appointeddirector
- 2020-09-30➖GUERIN, Bridget Elisabeth resigneddirector
- 2017-10-16➕CAMPBELL, Marcia Dominic appointeddirector
- 2017-09-07➕GROOTENHUIS, Hugh John appointeddirector
- 2017-07-27➖PUSINELLI, David Charles resigneddirector
- 2017-03-01➖HOWARD, David Howarth Seymour, Sir resigneddirector
- 2017-03-01➖TEPER, Gary resigneddirector
- 2016-11-23➖LILWALL, Michael Raymond Ian resigneddirector
- 2016-04-18➖SCOTT, Anthony Craufurd resigneddirector
- 2016-01-19🔓Charge satisfied #5
- 2015-10-21🔒Charge registered #5Lender: Coutts & Company (As Security Trustee)
- 2015-09-18➕DIDHAM, Andrew appointeddirector
- 2015-06-10➕MONEY-COUTTS, Benjamin Burdett appointeddirector
Showing most recent 50 of 96 events
Owner dependency
55/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- -8 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 signalMultiple 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 ·Name changed 2 times
mediumName 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
Group structure
Raymond James Financial, Inc is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Raymond James Financial, Inc
Corporate parent · holds 75-100% shares
⬇
RAYMOND JAMES WEALTH MANAGEMENT LIMITED
This company · 01903304
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 |
1 historic (ceased) PSC
- Charles Stanley Group Limitedceased 21/01/2022· 75-100% shares · 75-100% voting · board control · significant influence · firm interest
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 →Similar companies
Active · Financial services · EC postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACCELERANT INSURANCE UK LIMITED→ 03326800 · est 1997 · no financials extracted | — | — | — | — | 29y | — | — |
| ACCELERATE UNDERWRITING LIMITED→ 09640934 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ACCELERATE VENTURES LIMITED→ 06212747 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| ACCELERATED OWNERSHIP LTD→ 11998753 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ACCENT CAPITAL MANAGEMENT LIMITED→ 13294910 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| ACCESS - THE FOUNDATION FOR SOCIAL INVESTMENT→ 09153909 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ACCREDITED INSURANCE (UK) LIMITED→ 14832445 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACCURATE ADVISORS LIMITED→ 10810573 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ACE CREDIT EXCHANGE LIMITED→ 09782717 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| ACG ADVISORS GROUP (UK) LIMITED→ 15600368 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ACIES (CYBER HEDGE) LIMITED→ 13574266 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| ACIES DIGITAL LIMITED→ 13151780 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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.
See pricing →Company details
Statusactive
Typeltd
Incorporated1985-04-09
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: 2026-10-12
Last: 2025-09-28
Officers (9 active · 30 resigned)
Active
ALLISON, Paul Dixon→
Activedirector · ~70y · appointed 2022-09-20
View their other companies + combined net worth →
CAMPBELL, Marcia Dominic→
Activedirector · ~67y · appointed 2017-10-16
View their other companies + combined net worth →
ELWYN, Tashtego Spring→
Activedirector · ~55y · appointed 2022-01-27
View their other companies + combined net worth →
GROOTENHUIS, Hugh John→
Activedirector · ~68y · appointed 2017-09-07
View their other companies + combined net worth →
HAMPTON, Francesca Margaret→
Activedirector · ~56y · appointed 2024-02-16
View their other companies + combined net worth →
JENSON, Kim Rachelle→
Activedirector · ~68y · appointed 2025-05-01
View their other companies + combined net worth →
KINNEY PRITCHARD, Sandy→
Activedirector · ~68y · appointed 2024-02-13
View their other companies + combined net worth →
Active
HURRELL, Eric Raymond→
Resignedsecretary · appointed 1999-04-01 · resigned 2000-02-21
TEPER, Gary→
Resignedsecretary · appointed 2000-02-21 · resigned 2012-09-18
ABBERLEY, Paul Andrew→
Resigneddirector · ~67y · appointed 2014-12-09 · resigned 2025-04-16
AKERMAN, James Hugo Strange→
Resigneddirector · ~66y · appointed 2012-07-26 · resigned 2014-07-25
ANDERSON, Norman Macgregor Watt→
Resigneddirector · ~71y · appointed 1997-11-28 · resigned 2014-07-25
BENNETT, Michael George→
Resigneddirector · ~60y · appointed 2009-04-01 · resigned 2014-07-25
BUTCHER, James Andrew→
Resigneddirector · ~67y · appointed 1997-11-21 · resigned 2012-02-29
CAMPAGNOLI, Vincent→
Resigneddirector · ~63y · appointed 2022-01-27 · resigned 2024-04-01
CLARK, Edward Michael→
Resigneddirector · ~79y · resigned 2015-03-31
DIDHAM, Andrew→
Resigneddirector · ~70y · appointed 2015-09-18 · resigned 2021-12-16
GUERIN, Bridget Elisabeth→
Resigneddirector · ~65y · appointed 2014-07-25 · resigned 2020-09-30
Click a director name to see their full track record across all companies.
Mortgages & charges
6
Total charges
4
Outstanding
4
Active lenders
Status:Lender:6 of 6 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Abn Amro Clearing Bank N.V | A registered charge | — | 17/11/2025 | — | |
| satisfied | NatWest Group Coutts & Company (As Security Trustee) | A registered charge | 1 property | 21/10/2015 | 19/01/2016 | |
| outstanding | Euroclear Bank S.A./N.V. | Collateral agreement governing secured borrowings by participants in the euroclear system | 1 property | 14/01/2005 | — | |
| outstanding | The Bank of New York | A security agreement | 2 properties | 04/03/2004 | — | |
| outstanding | Meespierson Ics Meespierson Ics Limited | Terms of business agreement | 1 property | 23/12/1997 | — | |
| satisfied | The International Stock Exchange of the United Kingdom and the Republic of Ireland The International Stock Exchange of the United Kingdom and the Republic of Ireland Limited | Charge | 1 property | 12/12/1991 | 26/08/1997 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (235 total)
legacy
miscellaneous · RP01SH01
2026-05-26
capital-allotment-shares
capital · SH01
2026-05-20
resolution
resolution · RESOLUTIONS
2026-05-18
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-11-17
capital-allotment-shares
capital · SH01
2025-11-10
legacy
miscellaneous · RP01SH01
2025-10-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-10
certificate-change-of-name-company
change-of-name · CERTNM
2025-07-01
change-of-name-notice
change-of-name · CONNOT
2025-07-01
accounts-with-accounts-type-full
accounts · AA
2025-06-19
appoint-person-director-company-with-name-date
officers · AP01
2025-05-06
termination-director-company-with-name-termination-date
officers · TM01
2025-04-25
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-08
capital-allotment-shares
capital · SH01
2024-10-08
accounts-with-accounts-type-full
accounts · AA
2024-06-27