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Raymond James Wealth Management Limited provides wealth management services in the United Kingdom. The company operates through three divisions: Investment Management Services, Financial Planning, and Charles Stanley Direct. The Investment Management Services division offers discretionary, advisory, and execution-only services to private clients, trusts, charities, and companies. It also provides range of pooled funds, model portfolios, open-ended investment company funds, segregated accounts, and inheritance tax solutions for financial advisers, defined benefit pension schemes, institutional investors, and high net worth individuals. The Financial Planning division provides financial planning advisory services. The Charles Stanley Direct division offers digital Execution-only platform that enables self-directed investors who choose to manage their own money to utilize its dealing, settlement, and custody services comprising a range of funds, shares, gilts, and bonds. Raymond James Wealth Management Limited was formerly known as Charles Stanley Group Limited and changed its name to Raymond James Wealth Management Limited in December 2023. The company was founded in 1792 and is headquartered in London, United Kingdom. As of January 21, 2022, Raymond James Wealth Management Limited operates as a subsidiary of RAYMOND JAMES UK WEALTH MANAGEMENT HOLDINGS LIMITED.
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