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A & J Wealth Management Limited

A & J Wealth Management Limited is an active company incorporated on 19 April 2004 with the registered office located in Bromsgrove, Worcestershire. A & J Wealth Management Limited was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05105933
Private limited company
Age
21 years
Incorporated 19 April 2004
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 23 July 2025 (1 month ago)
Next confirmation dated 23 July 2026
Due by 6 August 2026 (11 months remaining)
Last change occurred 1 year 1 month ago
Accounts
Submitted
For period 22 Feb31 Oct 2024 (8 months)
Accounts type is Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Contact
Address
Afh House Buntsford Drive
Stoke Heath
Bromsgrove
B60 4JE
England
Address changed on 22 Feb 2024 (1 year 6 months ago)
Previous address was Sawfords Bigfrith Lane Cookham Dean Maidenhead SL6 9PH England
Telephone
01628480200
Email
Available in Endole App
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • Financial Advisor • British • Lives in UK • Born in Jun 1958
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Copperkins Management Services Limited
Mr Gareth Sutton Jones is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 2 Mar31 Oct 2024
Traded for 8 months
Cash in Bank
£716.4K
Decreased by £677.3K (-49%)
Turnover
£2.88M
Decreased by £518.45K (-15%)
Employees
30
Decreased by 2 (-6%)
Total Assets
£2.35M
Increased by £752.12K (+47%)
Total Liabilities
-£423.37K
Increased by £91.48K (+28%)
Net Assets
£1.93M
Increased by £660.64K (+52%)
Debt Ratio (%)
18%
Decreased by 2.73% (-13%)
Latest Activity
Confirmation Submitted
28 Days Ago on 11 Aug 2025
Full Accounts Submitted
1 Month Ago on 31 Jul 2025
Accounting Period Shortened
1 Year Ago on 29 Aug 2024
Full Accounts Submitted
1 Year 1 Month Ago on 8 Aug 2024
Confirmation Submitted
1 Year 1 Month Ago on 23 Jul 2024
Accounting Period Shortened
1 Year 3 Months Ago on 10 Jun 2024
Charge Satisfied
1 Year 6 Months Ago on 27 Feb 2024
Charge Satisfied
1 Year 6 Months Ago on 27 Feb 2024
Notification of PSC Statement
1 Year 6 Months Ago on 23 Feb 2024
Ashcroft Cameron (Uk) Limited Resigned
1 Year 6 Months Ago on 21 Feb 2024
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Documents
Confirmation statement made on 23 July 2025 with no updates
Submitted on 11 Aug 2025
Full accounts made up to 31 October 2024
Submitted on 31 Jul 2025
Current accounting period shortened from 21 February 2025 to 31 October 2024
Submitted on 29 Aug 2024
Full accounts made up to 21 February 2024
Submitted on 8 Aug 2024
Confirmation statement made on 23 July 2024 with updates
Submitted on 23 Jul 2024
Previous accounting period shortened from 31 March 2024 to 21 February 2024
Submitted on 10 Jun 2024
Satisfaction of charge 051059330003 in full
Submitted on 27 Feb 2024
Satisfaction of charge 051059330005 in full
Submitted on 27 Feb 2024
Notification of a person with significant control statement
Submitted on 23 Feb 2024
Termination of appointment of Gordon James Frisby as a director on 21 February 2024
Submitted on 22 Feb 2024
Repayment History
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