Raymond James Wealth Management Limited

Reference number: 124412

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When charles-stanley.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7739 8200 is, and the other firm that gives it
  • Who else gives the postcode EC2Y 9LY
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Other names (43)

If you were contacted under any of these names, it is this firm.

  • 1st Port Asset Management Trading name
  • Bloomsbury Trading name
  • Bloomsbury Wealth Trading name
  • Charles Nicholson Asset Management Trading name
  • Charles Stanley Trading name
  • Charles Stanley Asset Management Trading name
  • Charles Stanley Direct Trading name
  • Charles Stanley Fiduciary Management Trading name
  • Charles Stanley Financial Planning Trading name
  • Charles Stanley Investment Choices Trading name
  • Charles Stanley Wealth Managers Trading name
  • CS Direct Trading name
  • Equerry Investment Management Trading name
  • Ferry Financial Trading name
  • Manorbridge Investment Management Trading name
  • Mosaic Money Management Trading name
  • OneStep Financial Plan Trading name
  • Raymond James Trading name
  • Raymond James Asset Management Trading name
  • Raymond James Charles Stanley Trading name
  • Raymond James Financial Planning Trading name
  • Scrase Investment Management Trading name
  • The Investment Boutique Trading name
  • Charles Stanley & Co Ltd Former name
  • Charles Stanley Benefit Consultants Former trading name
  • Charles Stanley Corporate Broking Former trading name
  • Charles Stanley Corporate Finance Former trading name
  • Charles Stanley Fastrade Former trading name
  • Charles Stanley Fastrade Premier Former trading name
  • Charles Stanley Fund Management Former trading name
  • Charles Stanley Gold Dealing Former trading name
  • Charles Stanley Pan Asset Former trading name
  • Charles Stanley Research Former trading name
  • Charles Stanley Securities Former trading name
  • Charles Stanley Stockbrokers Former trading name
  • Charles Stanley Sutherlands Former trading name
  • Fastrade Former trading name
  • Fastrade Premier Former trading name
  • Matterley Former trading name
  • Matterley Asset Management Former trading name
  • Tozer Wingate Former trading name
  • WG Partners Former trading name
  • Xest Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Assisting in the administration and performance of a contract of insurance
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Dealing in investments as principal
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
01903304
Company status
Active
Company type
Private limited company
Incorporated
9 April 1985 (41 years old)
Registered office
Ropemaker Place, 25 Ropemaker Street, London, EC2Y 9LY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Hugh John Grootenhuis Director Apr 1958 7 Sep 2017 14 other companies
Marcia Dominic Campbell Director Mar 1959 16 Oct 2017 4 other companies
Gala Wan Director Apr 1980 27 Jan 2022 1 other company
Tashtego Spring Elwyn Director Mar 1971 27 Jan 2022 1 other company
Paul Dixon Allison Director Feb 1956 20 Sep 2022 3 other companies
Sandy Kinney Pritchard Director May 1958 13 Feb 2024 2 other companies
Francesca Margaret Hampton Director Mar 1970 16 Feb 2024 7 other companies
Kim Rachelle Jenson Director Aug 1958 1 May 2025 4 other companies
Julie Ung Secretary Not published 18 Sep 2012 –

Other companies run by these 8 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
23
closed down
6
went insolvent
1

In the full report: all 23 companies, named

  • What each company does, and whether it is still trading
  • Which of these 8 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 6 on the FCA register
  • The 4 companies these 8 directors run together
  • All 36 people who have ever been directors, with their dates
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Key dates in its history

Raymond James Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (11) All events (137)

2025

2 July 2025

  • Changed its registered name from "Charles Stanley & Co Ltd"

FCA register

2022

21 January 2022

  • Charles Stanley Group Limited gave up control
  • Raymond James Financial, Inc gave up control
  • Raymond James Financial, Inc took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Charles Stanley Group Limited took control (75–100% of shares)
  • Raymond James Wealth Management Group Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1988

29 April 1988

  • Regulated by the Securities and Futures Authority from this date

FCA register

1985

9 April 1985

  • Incorporated at Companies House

Companies House

In the full report: all 137 events

  • All 137 events in its history (11 shown here)
  • Every director appointment and resignation: 60
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Firms connected to Raymond James Wealth Management

Other FCA-listed firms that share a director, phone number or address with Raymond James Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
3
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like Raymond James Wealth Management

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Raymond James Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 23 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 137 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Raymond James Wealth Management Limited FCA authorised?
Yes, Raymond James Wealth Management Limited (FRN 124412) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Raymond James Wealth Management’s phone number and website?
The FCA register lists the phone number 020 7739 8200 and the website charles-stanley.co.uk for Raymond James Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Raymond James Wealth Management a scam or clone?
Raymond James Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Raymond James Wealth Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Raymond James Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Raymond James Wealth Management?
Raymond James Wealth Management is owned by Raymond James Wealth Management Group Limited, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016. Before that, it was controlled by Raymond James Financial, Inc and Charles Stanley Group Limited.
Who runs Raymond James Wealth Management?
Companies House lists 8 directors of Raymond James Wealth Management: Hugh John Grootenhuis, Marcia Dominic Campbell, Gala Wan, Tashtego Spring Elwyn, Paul Dixon Allison, Sandy Kinney Pritchard and 2 more.
How long has Raymond James Wealth Management been in business?
The company was formed on 9 April 1985, and has held its current FCA authorisation since December 2001.
Does Raymond James Wealth Management use any other names?
It trades as 1st Port Asset Management, Bloomsbury, Bloomsbury Wealth, Charles Nicholson Asset Management and Charles Stanley, and 18 more names. It has previously used 20 other names, including Charles Stanley & Co Ltd, Charles Stanley Benefit Consultants and Charles Stanley Corporate Broking.

Sources and links

The full report on Raymond James Wealth Management Limited

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