J A Wealth Management Limited (Companies House Registration Number 07511754) is a private limited company created on 2011-02-01 originating in England. This firm is registered at 7 & 8 Church Street, Wimborne BH21 1JH. J A Wealth Management Limited operates SIC: 74909 that means "other professional, scientific and technical activities not elsewhere classified".

Company details

Name J A Wealth Management Limited
Number 07511754
Date of Incorporation: February 1, 2011
End of financial year: 31 March
Address: 7 & 8 Church Street, Wimborne, BH21 1JH
SIC code: 74909 - Other professional, scientific and technical activities not elsewhere classified

Moving on to the 2 directors that can be found in the company, we can name: Michael L. (appointed on 01 December 2017), Martin B. (appointment date: 01 December 2017). The official register indexes 3 persons of significant control, BH21 1JH Wimborne, Dorset. This corporate PSC has over 3/4 of shares, 3/4 to full of voting rights. Hazel A. has 1/2 or less of shares, 1/2 or less of voting rights, Jonathan A. has over 1/2 to 3/4 of shares , over 1/2 to 3/4 of voting rights.

Directors

Accounts data

Date of Accounts 2012-03-31 2013-03-31 2014-03-31 2015-03-31 2016-03-31 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-03-31 2023-03-31
Current Assets 40,886 61,712 180,471 96,770 81,510 130,216 240,455 189,863 - - - -
Fixed Assets 535,129 506,716 413,148 447,547 365,916 341,831 315,739 - - - - -
Total Assets Less Current Liabilities 478,150 460,942 469,195 429,680 392,130 433,406 505,602 481,324 268,184 243,906 219,628 1,000
Intangible Fixed Assets 534,242 506,124 412,851 388,573 364,295 - - - - - - -
Shareholder Funds 135,630 248,994 369,312 388,425 392,130 429,706 - - - - - -
Tangible Fixed Assets 887 592 297 58,974 1,621 - - - - - - -
Number Shares Allotted - - 1,000 50 50 - - - - - - -

People with significant control

Lester Brunt Wealth Management Ltd
1 December 2017
Legal authority England & Wales
Legal form Limited Company
Country registered England And Wales
Place registered Lester Brunt Wealth Management Limited
Registration number 10973718
Nature of control: 75,01-100% shares
75,01-100% voting rights
right to appoint and remove directors
Hazel A.
6 April 2016 - 30 November 2017
Nature of control: 25-50% voting rights
25-50% shares
Jonathan A.
6 April 2016 - 30 November 2017
Nature of control: 50,01-75% shares
50,01-75% voting rights
right to appoint and remove directors

Filings

Categories:
Accounts Address Annual return Confirmation statement Gazette Incorporation Officers Persons with significant control
(AA) Total exemption full accounts data made up to 31st March 2023
filed on: 18th, December 2023 | accounts
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