Jones Regan Wealth Management Ltd
Jones Regan Wealth Management Ltd is an active company incorporated on 24 March 2014 with the registered office located in Congleton, Cheshire. Jones Regan Wealth Management Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
08954422
Private limited company
Age
11 years
Incorporated 24 March 2014
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 24 March 2025 (7 months ago)
Next confirmation dated 24 March 2026
Due by 7 April 2026 (5 months remaining)
Last change occurred 1 year 6 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Peter Daniel Jones and Mr Michael Joseph Regan are mutual people.
Active
Brands
Jones Regan Wealth Management Ltd is a financial advisory firm that provides financial advice.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£453.68K
Increased by £82.36K (+22%)
Turnover
Unreported
Same as previous period
Employees
18
Increased by 1 (+6%)
Total Assets
£3.08M
Decreased by £115.37K (-4%)
Total Liabilities
-£1.52M
Decreased by £278.75K (-16%)
Net Assets
£1.56M
Increased by £163.38K (+12%)
Debt Ratio (%)
49%
Decreased by 6.95% (-12%)
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Repayment History
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