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JRT Wealth Management Limited

JRT Wealth Management Limited is an active company incorporated on 20 December 2011 with the registered office located in Chorley, Lancashire. JRT Wealth Management Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
07887215
Private limited company
Age
13 years
Incorporated 20 December 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 19 December 2024 (8 months ago)
Next confirmation dated 19 December 2025
Due by 2 January 2026 (3 months remaining)
Last change occurred 8 months ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (17 days remaining)
Contact
Address
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
United Kingdom
Address changed on 5 Jul 2024 (1 year 2 months ago)
Previous address was The Gables Thornhill Road Benton Newcastle upon Tyne NE12 9PD
Telephone
Unreported
Email
Unreported
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • Director • Secretary • Cfo • British • Lives in England • Born in May 1981
Director • Director • Ceo • British • Lives in UK • Born in Nov 1970
Director • Independent Financial Adviser • British • Lives in England • Born in Apr 1974
PFM Group Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
P.W. White And Partners Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Perspective (Springfield) Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Goldwyns Wealth Management Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Millfield Osceola Financial Consultancy Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Fortitude Financial Planning Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Prosperity (Holdings) Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Whittington Goddard Associates Ltd
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Gurwin Ltd
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£32.89K
Decreased by £48.1K (-59%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£764.2K
Increased by £231.31K (+43%)
Total Liabilities
-£322.57K
Increased by £1.61K (+1%)
Net Assets
£441.63K
Increased by £229.71K (+108%)
Debt Ratio (%)
42%
Decreased by 18.02% (-30%)
Latest Activity
Confirmation Submitted
8 Months Ago on 19 Dec 2024
Registered Address Changed
1 Year 2 Months Ago on 5 Jul 2024
Julie Suzanne Hepworth Resigned
1 Year 2 Months Ago on 4 Jul 2024
Mrs Julie Suzanne Hepworth Appointed
1 Year 2 Months Ago on 4 Jul 2024
Julie Suzanne Hepworth Resigned
1 Year 2 Months Ago on 4 Jul 2024
Jamie Richard Tocher Resigned
1 Year 2 Months Ago on 4 Jul 2024
Mr David Philip John Hesketh Appointed
1 Year 2 Months Ago on 4 Jul 2024
Mrs Julie Suzanne Hepworth Appointed
1 Year 2 Months Ago on 4 Jul 2024
Mr David John Philip Hesketh Appointed
1 Year 2 Months Ago on 4 Jul 2024
Jamie Richard Tocher (PSC) Resigned
1 Year 2 Months Ago on 4 Jul 2024
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Documents
Confirmation statement made on 19 December 2024 with updates
Submitted on 19 Dec 2024
Termination of appointment of Julie Suzanne Hepworth as a director on 4 July 2024
Submitted on 16 Aug 2024
Termination of appointment of Julie Suzanne Hepworth as a director on 4 July 2024
Submitted on 5 Jul 2024
Appointment of Mr David John Philip Hesketh as a director on 4 July 2024
Submitted on 5 Jul 2024
Notification of Pfm Group Limited as a person with significant control on 4 July 2024
Submitted on 5 Jul 2024
Cessation of Jamie Richard Tocher as a person with significant control on 4 July 2024
Submitted on 5 Jul 2024
Appointment of Mrs Julie Suzanne Hepworth as a director on 4 July 2024
Submitted on 5 Jul 2024
Appointment of Mr David Philip John Hesketh as a secretary on 4 July 2024
Submitted on 5 Jul 2024
Termination of appointment of Jamie Richard Tocher as a director on 4 July 2024
Submitted on 5 Jul 2024
Registered office address changed from The Gables Thornhill Road Benton Newcastle upon Tyne NE12 9PD to Lancaster House Ackhurst Business Park Foxhole Road Chorley PR7 1NY on 5 July 2024
Submitted on 5 Jul 2024
Repayment History
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