Annual accounts
Full accounts
31/07/2027Filing deadline
Made up to 31/10/2025Due 31/07/2027
- Next accounts made up to
- 31/10/2026
- Last accounts made up to
- 31/10/2025
A & J WEALTH MANAGEMENT LIMITED
ActiveRegistry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Afh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 19/08/2026View PDF (4 pages)
Confirmation statement made on 2026-07-23 with updates
- 10/08/2026View PDF (3 pages)
Replacement Filing for the appointment of Mr Austin Broad as a director
- 08/10/2025View PDF (3 pages)
Appointment of Mr Austin Broad as a director on 2025-10-01
- 11/08/2025View PDF (3 pages)
Confirmation statement made on 2025-07-23 with no updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
06/08/2027Filing deadline
Last statement 23/07/2026Due 06/08/2027
- Next statement date
- 23/07/2027
- Last statement dated
- 23/07/2026
Financial performance
The latest figures A & J WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£3.75M2025
93.95%vs 20242024: £1.93M
Total Assets
£3.95M2025
67.95%vs 20242024: £2.35M
Cash in Bank
£600.74K2025
-16.14%vs 20242024: £716.40K
Total Liabilities
£208.86K2025
-50.67%vs 20242024: £423.37K
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 93.95% on 2024. See the full financial analysis for A & J WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through A & J WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +38.7% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -36 |
| 2023 | 36 | -5 |
| 2022 | 41 | +9 |
| 2021 | 32 | – |
Reported employee count decreased from 32 in 2021 to 0 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
9Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 08/10/2025–Present | 0 | |
| Director | 19/04/2004–Present | 23 | |
| Director | 01/04/2009–31/12/2022 | 16 | |
| Director | 07/09/2018–21/02/2024 | 15 | |
| Corporate Secretary | 30/09/2022–21/02/2024 | 1 | |
| Director | 07/08/2018–31/03/2021 | 12 | |
| Director | 22/08/2007–23/03/2018 | 3 | |
| Secretary | 19/04/2004–23/03/2018 | 2 | |
| Director | 07/08/2018–21/02/2024 | 27 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–01/03/2020 | 2 | |
| 06/04/2016–21/02/2024 | 23 | |
| 06/04/2016–Present | 23 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 166
- Since 19/04/2004
- Last 12 months
- 3
- +1 vs the year before
- Most recent filing
- 19/08/2026
- 1 month ago
What changed in the last year
- Confirmation statementLatest 19/08/2026
- Officer changes (2)Latest 10/08/2026
Filing timeline
- 19/08/2026View PDF (4 pages)
Confirmation statement made on 2026-07-23 with updates
- 10/08/2026View PDF (3 pages)
Replacement Filing for the appointment of Mr Austin Broad as a director
- 08/10/2025View PDF (3 pages)
Appointment of Mr Austin Broad as a director on 2025-10-01
- 11/08/2025View PDF (3 pages)
Confirmation statement made on 2025-07-23 with no updates
- 31/07/2025View PDF (22 pages)
Full accounts made up to 2024-10-31
- 29/08/2024View PDF (1 pages)
Current accounting period shortened from 2025-02-21 to 2024-10-31
- 08/08/2024View PDF (29 pages)
Full accounts made up to 2024-02-21
- 23/07/2024View PDF (5 pages)
Confirmation statement made on 2024-07-23 with updates
- 10/06/2024View PDF (1 pages)
Previous accounting period shortened from 2024-03-31 to 2024-02-21
- 27/02/2024View PDF (1 pages)
Satisfaction of charge 051059330005 in full
- 27/02/2024View PDF (1 pages)
Satisfaction of charge 051059330003 in full
- 23/02/2024View PDF (2 pages)
Notification of a person with significant control statement
Showing 12 of 166 filings
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to A & J WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CHELTMED LIMITED
ActiveThe Wilson Health Centre, 236, Prestbury Road, Cheltenham, Gloucestershire GL52 3EY
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11912519
- Incorporated
- 29/03/2019
- Employees
- 0
ENVESTIR LTD
Active168 Bath Street, Glasgow G2 4TP
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- SC655311
- Incorporated
- 21/02/2020
- Employees
- 0
TWIGDEN ASSET MANAGEMENT LIMITED
ActiveProspect Place, 23 Osier Way, Olney MK46 5FP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 04691087
- Incorporated
- 10/03/2003
- Employees
- 0
WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 02953424
- Incorporated
- 28/07/1994
- Employees
- 0
ICANDO UK LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 08626882
- Incorporated
- 26/07/2013
- Employees
- 0
About A & J WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
A & J WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Afh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 22 years 5 months.
The register currently records it as active. Its 2025 accounts report net assets of £3.75M and 0 employees.
A & J WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
Companies House records A & J WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
A & J WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 19/04/2004.
The most recent accounts Okredo holds cover 2025 and report net assets of £3.75M, total assets of £3.95M, cash in bank of £600.74K and total liabilities of £208.86K.
The most recent document on the record is dated 19/08/2026: Confirmation statement made on 2026-07-23 with updates, 1 month ago.
On the current registry record, accounts are due by 31/07/2027 and the next confirmation statement is due by 06/08/2027.
Companies House lists 9 officers (2 currently in post) and 3 people with significant control (1 current).