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Jon Purnell Wealth Management Limited

Jon Purnell Wealth Management Limited is an active company incorporated on 19 November 2019 with the registered office located in Cardiff, South Glamorgan. Jon Purnell Wealth Management Limited was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12320956
Private limited company
Age
5 years
Incorporated 19 November 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 September 2025 (1 month ago)
Next confirmation dated 18 September 2026
Due by 2 October 2026 (10 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (8 months remaining)
Address
3 Park Court Mews
Park Place
Cardiff
CF10 3DQ
Wales
Address changed on 7 Nov 2025 (1 day ago)
Previous address was 13 Trem-Y-Dyffryn Broadlands Bridgend CF31 5AP United Kingdom
Telephone
01656 760323
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in Wales • Born in Apr 1993
Director • British • Lives in UK • Born in Jun 1971
Jonathan David Purnell
PSC • British • Lives in UK • Born in Jun 1971
Shareholders, PSCs & Group Structure
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Mutual Companies
Harry Robinson Wealth Management Limited
Harry Rhys Robinson is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£53.55K
Increased by £10.29K (+24%)
Turnover
Unreported
Same as previous period
Employees
1
Same as previous period
Total Assets
£108.97K
Increased by £59.82K (+122%)
Total Liabilities
-£69.2K
Increased by £46.52K (+205%)
Net Assets
£39.78K
Increased by £13.29K (+50%)
Debt Ratio (%)
63%
Increased by 17.37% (+38%)
Latest Activity
Registered Address Changed
1 Day Ago on 7 Nov 2025
Jonathan David Purnell (PSC) Resigned
3 Days Ago on 5 Nov 2025
Harry Robinson Wealth Management Limited (PSC) Appointed
3 Days Ago on 5 Nov 2025
Jonathan David Purnell Resigned
3 Days Ago on 5 Nov 2025
Mr Harry Rhys Robinson Appointed
3 Days Ago on 5 Nov 2025
Confirmation Submitted
1 Month Ago on 18 Sep 2025
Full Accounts Submitted
5 Months Ago on 15 May 2025
Confirmation Submitted
1 Year 1 Month Ago on 23 Sep 2024
Full Accounts Submitted
1 Year 10 Months Ago on 3 Jan 2024
Confirmation Submitted
2 Years 1 Month Ago on 21 Sep 2023
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Documents
Notification of Harry Robinson Wealth Management Limited as a person with significant control on 5 November 2025
Submitted on 7 Nov 2025
Cessation of Jonathan David Purnell as a person with significant control on 5 November 2025
Submitted on 7 Nov 2025
Termination of appointment of Jonathan David Purnell as a director on 5 November 2025
Submitted on 7 Nov 2025
Appointment of Mr Harry Rhys Robinson as a director on 5 November 2025
Submitted on 7 Nov 2025
Registered office address changed from 13 Trem-Y-Dyffryn Broadlands Bridgend CF31 5AP United Kingdom to 3 Park Court Mews Park Place Cardiff CF10 3DQ on 7 November 2025
Submitted on 7 Nov 2025
Confirmation statement made on 18 September 2025 with no updates
Submitted on 18 Sep 2025
Total exemption full accounts made up to 31 October 2024
Submitted on 15 May 2025
Confirmation statement made on 21 September 2024 with no updates
Submitted on 23 Sep 2024
Total exemption full accounts made up to 31 October 2023
Submitted on 3 Jan 2024
Confirmation statement made on 21 September 2023 with no updates
Submitted on 21 Sep 2023
Repayment History
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