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JL Wealth Management Ltd

JL Wealth Management Ltd is a dormant company incorporated on 15 November 2018 with the registered office located in Abergavenny, Gwent. JL Wealth Management Ltd was registered 6 years ago.
Status
Dormant
Dormant since incorporation
Company No
11680602
Private limited company
Age
6 years
Incorporated 15 November 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 14 November 2024 (11 months ago)
Next confirmation dated 14 November 2025
Due by 28 November 2025 (29 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Dec30 Nov 2024 (1 year)
Accounts type is Dormant
Next accounts for period 30 November 2025
Due by 31 August 2026 (10 months remaining)
Address
2 Union Road East
Abergavenny
NP7 5UW
Wales
Address changed on 21 Jun 2024 (1 year 4 months ago)
Previous address was 12a Clytha Park Road C/O Bdhc Chartered Accountants Newport NP20 4PB Wales
Telephone
Unreported
Email
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
PSC • Director • British • Lives in Wales • Born in Sep 1973 • Financial Advisor
Shareholders, PSCs & Group Structure
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Mutual Companies
Wealth Doctor Financial Planning Ltd
Dr Joshua Lewis is a mutual person.
Active
Tellus Financial Planning Ltd
Dr Joshua Lewis is a mutual person.
Active
JL Financial Planning Ltd
Dr Joshua Lewis is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
30 Nov 2024
For period 30 Nov30 Nov 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£100
Same as previous period
Total Liabilities
£0
Same as previous period
Net Assets
£100
Same as previous period
Debt Ratio (%)
0%
Same as previous period
Latest Activity
Dr Joshua Lewis Details Changed
7 Months Ago on 1 Apr 2025
Dormant Accounts Submitted
9 Months Ago on 20 Jan 2025
Confirmation Submitted
11 Months Ago on 18 Nov 2024
Registered Address Changed
1 Year 4 Months Ago on 21 Jun 2024
Dr Joshua Lewis (PSC) Details Changed
1 Year 4 Months Ago on 14 Jun 2024
Dr Joshua Lewis Details Changed
1 Year 4 Months Ago on 14 Jun 2024
Registered Address Changed
1 Year 4 Months Ago on 14 Jun 2024
Dormant Accounts Submitted
1 Year 6 Months Ago on 9 Apr 2024
Dr Joshua Lewis (PSC) Details Changed
1 Year 11 Months Ago on 20 Nov 2023
Registered Address Changed
1 Year 11 Months Ago on 20 Nov 2023
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Documents
Director's details changed for Dr Joshua Lewis on 1 April 2025
Submitted on 23 Sep 2025
Accounts for a dormant company made up to 30 November 2024
Submitted on 20 Jan 2025
Confirmation statement made on 14 November 2024 with updates
Submitted on 18 Nov 2024
Registered office address changed from 12a Clytha Park Road C/O Bdhc Chartered Accountants Newport NP20 4PB Wales to 2 Union Road East Abergavenny NP7 5UW on 21 June 2024
Submitted on 21 Jun 2024
Registered office address changed from 12 Clytha Park Road C/O Bdhc Chartered Accountants Newport Newport NP20 4PB Wales to 12a Clytha Park Road C/O Bdhc Chartered Accountants Newport NP20 4PB on 14 June 2024
Submitted on 14 Jun 2024
Director's details changed for Dr Joshua Lewis on 14 June 2024
Submitted on 14 Jun 2024
Change of details for Dr Joshua Lewis as a person with significant control on 14 June 2024
Submitted on 14 Jun 2024
Accounts for a dormant company made up to 30 November 2023
Submitted on 9 Apr 2024
Director's details changed for Dr Joshua Lewis on 20 November 2023
Submitted on 20 Nov 2023
Registered office address changed from 12 Clytha Park Road C/O Bdhc Chartered Accountants Newport Newport NP20 4PB Wales to 12 Clytha Park Road C/O Bdhc Chartered Accountants Newport Newport NP20 4PB on 20 November 2023
Submitted on 20 Nov 2023
Repayment History
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