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J M Wakeling Independent Financial Advisers Limited

J M Wakeling Independent Financial Advisers Limited is an active company incorporated on 10 November 2009 with the registered office located in Colchester, Essex. J M Wakeling Independent Financial Advisers Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07071731
Private limited company
Age
15 years
Incorporated 10 November 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 6 July 2025 (4 months ago)
Next confirmation dated 6 July 2026
Due by 20 July 2026 (8 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Dec30 Jun 2025 (7 months)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 4 months remaining)
Address
910 The Crescent
Colchester Business Park
Colchester
CO4 9YQ
England
Address changed on 11 Jul 2025 (3 months ago)
Previous address was C/O Ridgewell & Boreham 24a Crown Street Brentwood Essex CM14 4BA
Telephone
01277655155
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in UK • Born in Feb 1962
Director • British • Lives in England • Born in Feb 1979
Director • Australian • Lives in England • Born in May 1976
Emery (Ifa) Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Emery (Ifa) Limited
Matthew Gwyn Morris and Adam Matthew Raybould are mutual people.
Active
The Broughton Wilkins Partnership Ltd
Matthew Gwyn Morris and Adam Matthew Raybould are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Jun 2025
For period 30 Nov30 Jun 2025
Traded for 7 months
Cash in Bank
£163.9K
Decreased by £51.96K (-24%)
Turnover
£309.51K
Increased by £309.51K (%)
Employees
3
Decreased by 1 (-25%)
Total Assets
£171.6K
Decreased by £53.88K (-24%)
Total Liabilities
-£126.74K
Increased by £28.05K (+28%)
Net Assets
£44.86K
Decreased by £81.93K (-65%)
Debt Ratio (%)
74%
Increased by 30.09% (+69%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 29 Sep 2025
Registered Address Changed
3 Months Ago on 11 Jul 2025
Accounting Period Shortened
3 Months Ago on 11 Jul 2025
Confirmation Submitted
3 Months Ago on 7 Jul 2025
John Wakeling (PSC) Resigned
4 Months Ago on 30 Jun 2025
Emery (Ifa) Limited (PSC) Appointed
4 Months Ago on 30 Jun 2025
John Wakeling Resigned
4 Months Ago on 30 Jun 2025
Adam Matthew Raybould Appointed
4 Months Ago on 30 Jun 2025
Matthew Gwyn Morris Appointed
4 Months Ago on 30 Jun 2025
Full Accounts Submitted
9 Months Ago on 29 Jan 2025
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Documents
Total exemption full accounts made up to 30 June 2025
Submitted on 29 Sep 2025
Previous accounting period shortened from 30 November 2025 to 30 June 2025
Submitted on 11 Jul 2025
Registered office address changed from C/O Ridgewell & Boreham 24a Crown Street Brentwood Essex CM14 4BA to 910 the Crescent Colchester Business Park Colchester CO4 9YQ on 11 July 2025
Submitted on 11 Jul 2025
Resolutions
Submitted on 10 Jul 2025
Memorandum and Articles of Association
Submitted on 10 Jul 2025
Confirmation statement made on 6 July 2025 with no updates
Submitted on 7 Jul 2025
Termination of appointment of John Wakeling as a director on 30 June 2025
Submitted on 4 Jul 2025
Notification of Emery (Ifa) Limited as a person with significant control on 30 June 2025
Submitted on 4 Jul 2025
Cessation of John Wakeling as a person with significant control on 30 June 2025
Submitted on 4 Jul 2025
Appointment of Matthew Gwyn Morris as a director on 30 June 2025
Submitted on 4 Jul 2025
Repayment History
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