Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 26 May 2027
- Last conf. stmt
- 12 May 2026
Raymond James Wealth Management Group Limited
- Incorporated
- 16 July 1896 (130 years)
- Previously known as
- Raymond James Wealth Management Limited (until 1 July 2025)Charles Stanley Group Limited (until 1 December 2023)Charles Stanley Group PLC (until 7 February 2022)Earlier: Oceana Consolidated Company Plc(the)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Raymond James Financial, Inc.
- Accounts type
- Full
- Region
- Greater London
- Address
- Ropemaker Place25 Ropemaker StreetLondonEC2Y 9LY
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 9 active
Officer details are public data from the Companies House register.
Director · Appointed 1 May 2025
American
Born August 1958 (68)
Director · Appointed 16 February 2024
British
Born March 1970 (56)
Director · Appointed 13 February 2024
Irish
Born May 1958 (68)
Director · Appointed 1 October 2023
Canadian
Born February 1956 (70)
Campbell, Marcia Dominic
Director · Appointed 1 October 2023
British
Born March 1959 (67)
Director · Appointed 1 October 2023
British
Born April 1958 (68)
American
Born April 1980 (46)
Director · Appointed 21 January 2022
American
Born March 1971 (55)
Ung, Julie
Secretary · Appointed 18 September 2012
Officer history (21 former)
30 June 2026
1 May 2025
16 April 2025
16 February 2024
13 February 2024
1 October 2023
1 October 2023
Appointed Campbell, Marcia Dominic as Director
1 October 2023
1 October 2023
1 October 2023
30 September 2023
21 January 2022
21 January 2022
21 January 2022
21 January 2022
21 January 2022
21 January 2022
21 January 2022
16 December 2021
1 October 2020
30 September 2020
21 May 2019
16 October 2017
7 September 2017
27 July 2017
23 November 2016
18 April 2016
18 September 2015
10 June 2015
31 March 2015
7 January 2015
9 December 2014
9 April 2014
18 September 2012
Appointed Ung, Julie as Secretary
18 September 2012
3 September 2012
3 September 2012
13 July 2012
1 September 2011
31 August 2011
21 February 2000
21 February 2000
29 October 1999
28 November 1997
28 January 1994
Resigned Saito, Juichiro as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Raymond James Financial, Inc.
Corporate entity · Notified 21 January 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Corporation
Reg. no. 444750
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Raymond James Wealth Management Group Limited This company
Raymond James Investment Services Limited Owns 75–100% of shares
Raymond James Wealth Management Limited Owns 75–100% of shares
Exempt Nominees Ltd Owns 75–100% of shares
Rock (Nominees) Limited Owns 75–100% of shares
Filings 384
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 August 2026 | Change of details for a person with significant control | |||
| 1 July 2026 | Termination of appointment of a director | |||
| 27 June 2026 | Full accounts | 30 September 2025 | ||
| 26 May 2026 | Confirmation statement with updates | 12 May 2026 | ||
| 10 November 2025 | Statement of capital following an allotment of shares |
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