JB WEALTH MANAGEMENT LIMITED

Key Data

Status

Active

Company No.

01347949

Incorporation date

13/01/1978

Size

Total Exemption Full

Classification

Life insurance (65.11 - SIC 2007);Non-life insurance (65.12 - SIC 2007);Non-life reinsurance (65.20/2 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 01/06/2023)

16/06/2025

Confirmation statement made on 2025-05-18 with no updates

View PDF (3 pages)

03/05/2025

Total exemption full accounts made up to 2024-12-31

View PDF (7 pages)

06/06/2024

Confirmation statement made on 2024-05-18 with no updates

View PDF (3 pages)

15/05/2024

Total exemption full accounts made up to 2023-12-31

View PDF (7 pages)

12/09/2023

Total exemption full accounts made up to 2022-12-31

View PDF (7 pages)

01/06/2023

Confirmation statement made on 2023-05-18 with updates

View PDF (4 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

1 *

* during past year

Number of employees

2023

+10.61 % *

* during past year

Cash in Bank

£395,977.00

Business linkages

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Confirmation

Last made up date

31/12/2024

Next confirmation date

18/05/2026

Last change occurred

31/12/2024

Accounts

Total Exemption Full

Last made up date

31/12/2024

Next account date

31/12/2025

Next due on

30/09/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
7
367.37K
-
0.00
294.58K
-

2022
8
401.84K
-
0.00
357.98K
-

2023
9
443.37K
-
0.00
395.98K
-

2023
9
443.37K
-
0.00
395.98K
-

Employees

2023

Employees

9 13 % *

Net Assets(GBP)

443.37K £10.34 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

395.98K £10.61 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Walton, Russell	Director	23/09/2004 - Present	3
O'hagan, Patrick James	Director	31/12/2000 - 25/04/2005	1
Ohagan, Margaret Mary	Director	31/12/1998 - 29/01/1999	-
Chalinor, Piers	Director	01/07/1994 - 31/12/2000	-
Thomas, Eustace Justin St John	Director	31/12/1998 - 25/04/2005	1

Persons with Significant Control

This information is available in our reports and to subscription users.

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Description

About JB WEALTH MANAGEMENT LIMITED

JB WEALTH MANAGEMENT LIMITED is an(a) Active company incorporated on 13/01/1978 with the registered office located at 8-10 South Street, Epsom, Surrey KT18 7PF. There are currently 2 active directors according to the latest confirmation statement. Number of employees 9 according to last financial statements.

Frequently Asked Questions

What is the current status of JB WEALTH MANAGEMENT LIMITED?

JB WEALTH MANAGEMENT LIMITED is currently Active. It was registered on 13/01/1978 .

Where is JB WEALTH MANAGEMENT LIMITED located?

JB WEALTH MANAGEMENT LIMITED is registered at 8-10 South Street, Epsom, Surrey KT18 7PF.

What does JB WEALTH MANAGEMENT LIMITED do?

JB WEALTH MANAGEMENT LIMITED operates in the Life insurance (65.11 - SIC 2007) sector.

How many employees does JB WEALTH MANAGEMENT LIMITED have?

JB WEALTH MANAGEMENT LIMITED had 9 employees in 2023.

What is the latest filing for JB WEALTH MANAGEMENT LIMITED?

The latest filing was on 16/06/2025: Confirmation statement made on 2025-05-18 with no updates.