Annual accounts
Total Exemption Full accounts
30/10/2026Filing deadline
Made up to 30/11/2024Due 30/10/2026
- Next accounts made up to
- 30/01/2026
- Last accounts made up to
- 30/11/2024
JRW FINANCIAL MANAGEMENT LTD
Active- SC550645Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Priory View, Victoria Road, Kirkcaldy, Fife KY1 2SA
- Classification (SIC)
- Activities of financial services holding companies (64.20/5 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 29/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-30 with no updates
- 10/03/2026View PDF (1 pages)
Current accounting period shortened from 2027-01-30 to 2026-04-30
- 09/03/2026View PDF (2 pages)
Notification of Cbpe Capital Llp as a person with significant control on 2026-01-30
- 09/03/2026View PDF (2 pages)
Notification of Cbpe Capital X Gp Llp as a person with significant control on 2026-01-30
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.
Due in 35 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 30/03/2026
- Last statement dated
- 30/11/2024
Financial performance
The latest figures JRW FINANCIAL MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2026; the year-by-year record is on the financials page.
Net Assets
£45.81K2026
Increasedvs 20242024: £21.66K
Total Assets
£103.09K2026
Increasedvs 20242024: £40.88K
Cash in Bank
£12.18K2026
Decreasedvs 20242024: £34.96K
Total Liabilities
£57.28K2026
Increasedvs 20242024: £18.71K
Employees
42026
-1vs 20242024: 5
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total assets moved furthest, up on 2024. See the full financial analysis for JRW FINANCIAL MANAGEMENT LTD.
The full financial record
Three ways through JRW FINANCIAL MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2026.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 2021–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 4 | -1 |
| 2024 | 5 | -2 |
| 2023 | 7 | 0 |
| 2022 | 7 | +1 |
| 2021 | 6 | – |
Reported employee count decreased from 6 in 2021 to 4 in 2026. 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 30/01/2026–Present | 28 | |
| Director | 18/11/2016–30/01/2026 | 3 | |
| Director | 30/01/2026–Present | 40 | |
| Secretary | 30/01/2026–Present | 0 |
Persons with significant control
6Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 30/01/2026–Present | 28 | |
| 30/01/2026–Present | 18 | |
| 18/11/2016–Present | 3 | |
| 18/11/2016–30/01/2026 | 3 | |
| 04/07/2022–30/01/2026 | 0 | |
| 04/07/2022–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 26 Since 18/11/2022
- Last 12 months
- 12 +8 vs the year before
- Most recent filing
- 29/04/2026 4 months ago
What changed in the last year
- Confirmation statementLatest 29/04/2026
- Officer changes (8)Latest 09/03/2026
- Registered officeLatest 05/03/2026
Filing timeline
- 29/04/2026View PDF (3 pages)
Confirmation statement made on 2026-03-30 with no updates
- 10/03/2026View PDF (1 pages)
Current accounting period shortened from 2027-01-30 to 2026-04-30
- 09/03/2026View PDF (2 pages)
Notification of Cbpe Capital Llp as a person with significant control on 2026-01-30
- 09/03/2026View PDF (2 pages)
Notification of Cbpe Capital X Gp Llp as a person with significant control on 2026-01-30
- 06/03/2026View PDF (1 pages)
Previous accounting period extended from 2025-11-30 to 2026-01-30
- 06/03/2026View PDF (2 pages)
Appointment of Mr Anthony Valentine Carty as a director on 2026-01-30
- 05/03/2026View PDF (1 pages)
Termination of appointment of Ian Walsh as a director on 2026-01-30
- 05/03/2026View PDF (1 pages)
Registered office address changed from Moffat Business Centre 96-98 Forrest Street Clarkston Airdrie ML6 7AG Scotland to Priory View Victoria Road Kirkcaldy Fife KY1 2SA on 2026-03-05
- 05/03/2026View PDF (2 pages)
Appointment of Mr Thomas Edward Chambers as a secretary on 2026-01-30
- 05/03/2026View PDF (2 pages)
Appointment of Mr Neil Greenaway as a director on 2026-01-30
- 05/03/2026View PDF (1 pages)
Cessation of Karen Walsh as a person with significant control on 2026-01-30
- 05/03/2026View PDF (1 pages)
Cessation of Ian Walsh as a person with significant control on 2026-01-30
Showing 12 of 26 filings
See when the next accounts and confirmation statement are due
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About JRW FINANCIAL MANAGEMENT LTD
A short description of the company, written from its Companies House record.
JRW FINANCIAL MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in Priory View, Victoria Road, Kirkcaldy, Fife KY1 2SA. Companies House classifies its business as Activities of financial services holding companies. It has been on the register for 9 years 10 months.
The register currently records it as active. Its 2026 accounts report net assets of £45.81K and 4 employees.
JRW FINANCIAL MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does JRW FINANCIAL MANAGEMENT LTD do?
Companies House records JRW FINANCIAL MANAGEMENT LTD under one registered business activity: Activities of financial services holding companies (64.20/5 - SIC 2007).
Is JRW FINANCIAL MANAGEMENT LTD still active?
JRW FINANCIAL MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 18/11/2016.
What are JRW FINANCIAL MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £45.81K, total assets of £103.09K, cash in bank of £12.18K and total liabilities of £57.28K.
When did JRW FINANCIAL MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 29/04/2026: Confirmation statement made on 2026-03-30 with no updates, 4 months ago.
When are JRW FINANCIAL MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 30/10/2026.
Who runs JRW FINANCIAL MANAGEMENT LTD?
Companies House lists 4 officers (3 currently in post) and 6 people with significant control (4 current).