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Jones Cooper Wealth Management Limited

Jones Cooper Wealth Management Limited is an active company incorporated on 24 August 1993 with the registered office located in York, North Yorkshire. Jones Cooper Wealth Management Limited was registered 32 years ago.
Status
Active
Active since incorporation
Company No
02847294
Private limited company
Age
32 years
Incorporated 24 August 1993
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 26 September 2025 (1 month ago)
Next confirmation dated 26 September 2026
Due by 10 October 2026 (11 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jul30 Jun 2025 (12 months)
Accounts type is Unaudited Abridged
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 4 months remaining)
Address
The Stables
Whinchat Hall
Skipwith Road Escrick
York
YO19 6EJ
Same address for the past 18 years
Telephone
01904728965
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
2
PSC • Director • English • Lives in England • Born in Jun 1956
Director • English • Lives in England • Born in Aug 1962
Director • British • Lives in England • Born in Jun 1963
Mrs Jillian Mary Jones
PSC • English • Lives in England • Born in Aug 1962
Shareholders, PSCs & Group Structure
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Mutual Companies
Three Jays Holdings Limited
Stephen Jones is a mutual person.
Active
Virtual Paraplanner Ltd
John Patrick Holian is a mutual person.
Active
Brands
Jones Cooper Wealth Management Limited
Jones Cooper Wealth Management Limited is a family-run financial planning and wealth management business based in Escrick near York, offering financial advice since 1993.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Jun 2025
For period 30 Jun30 Jun 2025
Traded for 12 months
Cash in Bank
£12.25K
Decreased by £276.73K (-96%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£887.06K
Decreased by £27.04K (-3%)
Total Liabilities
-£48.35K
Decreased by £24.11K (-33%)
Net Assets
£838.71K
Decreased by £2.92K (-0%)
Debt Ratio (%)
5%
Decreased by 2.48% (-31%)
Latest Activity
Confirmation Submitted
1 Month Ago on 30 Sep 2025
Abridged Accounts Submitted
1 Month Ago on 17 Sep 2025
Mr John Patrick Holian Details Changed
2 Months Ago on 4 Sep 2025
Abridged Accounts Submitted
8 Months Ago on 25 Feb 2025
Confirmation Submitted
1 Year 1 Month Ago on 8 Oct 2024
Abridged Accounts Submitted
1 Year 8 Months Ago on 7 Mar 2024
Confirmation Submitted
2 Years 1 Month Ago on 5 Oct 2023
Full Accounts Submitted
2 Years 7 Months Ago on 20 Mar 2023
Confirmation Submitted
3 Years Ago on 3 Oct 2022
Full Accounts Submitted
3 Years Ago on 24 Feb 2022
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Documents
Confirmation statement made on 26 September 2025 with updates
Submitted on 30 Sep 2025
Unaudited abridged accounts made up to 30 June 2025
Submitted on 17 Sep 2025
Director's details changed for Mr John Patrick Holian on 4 September 2025
Submitted on 8 Sep 2025
Unaudited abridged accounts made up to 30 June 2024
Submitted on 25 Feb 2025
Statement of capital following an allotment of shares on 24 February 2025
Submitted on 24 Feb 2025
Confirmation statement made on 26 September 2024 with no updates
Submitted on 8 Oct 2024
Unaudited abridged accounts made up to 30 June 2023
Submitted on 7 Mar 2024
Confirmation statement made on 26 September 2023 with no updates
Submitted on 5 Oct 2023
Total exemption full accounts made up to 30 June 2022
Submitted on 20 Mar 2023
Confirmation statement made on 26 September 2022 with no updates
Submitted on 3 Oct 2022
Repayment History
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