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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 14 years ago.
Status
Active
Active since incorporation
Company No
07887215
Private limited company
Age
14 years
Incorporated 20 December 2011
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 19 December 2025 (25 days ago)
Next confirmation dated 19 December 2026
Due by 2 January 2027 (11 months remaining)
Last change occurred 22 days ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Contact
Address
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
United Kingdom
Address changed on 5 Jul 2024 (1 year 6 months ago)
Previous address was The Gables Thornhill Road Benton Newcastle upon Tyne NE12 9PD
Telephone
Unreported
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Secretary • British • Lives in England • Born in May 1981
PFM Group Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
P.W. White And Partners Limited
David John Philip Hesketh is a mutual person.
Active
Perspective (Springfield) Limited
David John Philip Hesketh is a mutual person.
Active
Searchlight Investments Limited
David John Philip Hesketh is a mutual person.
Active
Goldwyns Wealth Management Limited
David John Philip Hesketh is a mutual person.
Active
PW Financial Management Limited
David John Philip Hesketh is a mutual person.
Active
Stafford & Co. Ltd
David John Philip Hesketh is a mutual person.
Active
Millfield Osceola Financial Consultancy Limited
David John Philip Hesketh is a mutual person.
Active
Fortitude Financial Planning Limited
David John Philip Hesketh is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Decreased by £32.89K (-100%)
Turnover
Unreported
Same as previous period
Employees
1
Decreased by 1 (-50%)
Total Assets
£978.12K
Increased by £213.92K (+28%)
Total Liabilities
-£135.11K
Decreased by £187.46K (-58%)
Net Assets
£843.01K
Increased by £401.38K (+91%)
Debt Ratio (%)
14%
Decreased by 28.4% (-67%)
Latest Activity
Confirmation Submitted
22 Days Ago on 22 Dec 2025
Subsidiary Accounts Submitted
3 Months Ago on 15 Oct 2025
Confirmation Submitted
1 Year Ago on 19 Dec 2024
Julie Suzanne Hepworth Resigned
1 Year 6 Months Ago on 4 Jul 2024
Mrs Julie Suzanne Hepworth Appointed
1 Year 6 Months Ago on 4 Jul 2024
Julie Suzanne Hepworth Resigned
1 Year 6 Months Ago on 4 Jul 2024
Jamie Richard Tocher Resigned
1 Year 6 Months Ago on 4 Jul 2024
Mr David Philip John Hesketh Appointed
1 Year 6 Months Ago on 4 Jul 2024
Mrs Julie Suzanne Hepworth Appointed
1 Year 6 Months Ago on 4 Jul 2024
Mr David John Philip Hesketh Appointed
1 Year 6 Months Ago on 4 Jul 2024
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Documents
Confirmation statement made on 19 December 2025 with updates
Submitted on 22 Dec 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 15 Oct 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 15 Oct 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 23 Sep 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 23 Sep 2025
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
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
Cessation of Jamie Richard Tocher as a person with significant control 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
Repayment History
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