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.

Identity

Check their details

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.

Also trades as 23 other names, search them
  • 1st Port Asset Management
  • Bloomsbury
  • Bloomsbury Wealth
  • Charles Nicholson Asset Management
  • Charles Stanley
  • Charles Stanley Asset Management
  • Charles Stanley Direct
  • Charles Stanley Fiduciary Management
  • Charles Stanley Financial Planning
  • Charles Stanley Investment Choices
  • Charles Stanley Wealth Managers
  • CS Direct
  • Equerry Investment Management
  • Ferry Financial
  • Manorbridge Investment Management
  • Mosaic Money Management
  • OneStep Financial Plan
  • Raymond James
  • Raymond James Asset Management
  • Raymond James Charles Stanley
  • Raymond James Financial Planning
  • Scrase Investment Management
  • The Investment Boutique

Company details

From the company's Companies House record.

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)

Current directors and secretaries

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

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

Check your FSCS cover →

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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Charles Stanley & Co Ltd

Names it no longer trades under

This firm has retired 19 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Charles Stanley Benefit Consultants
  • Charles Stanley Corporate Broking
  • Charles Stanley Corporate Finance
  • Charles Stanley Fastrade
  • Charles Stanley Fastrade Premier
  • Charles Stanley Fund Management
  • Charles Stanley Gold Dealing
  • Charles Stanley Pan Asset
  • Charles Stanley Research
  • Charles Stanley Securities
  • Charles Stanley Stockbrokers
  • Charles Stanley Sutherlands
  • Fastrade
  • Fastrade Premier
  • Matterley
  • Matterley Asset Management
  • Tozer Wingate
  • WG Partners
  • Xest

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Common questions

Frequently asked questions

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.
Is my money safe with RAYMOND JAMES WEALTH MANAGEMENT?
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.
Is RAYMOND JAMES WEALTH MANAGEMENT a scam or clone?
RAYMOND JAMES WEALTH MANAGEMENT is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is RAYMOND JAMES WEALTH MANAGEMENT's Firm Reference Number (FRN)?
RAYMOND JAMES WEALTH MANAGEMENT's FRN is 124412. You can verify it on the FCA register.