The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 2
  • 1
    Walton, Russell
    Financial Adviser born in July 1962
    Individual (2 offsprings)
    Officer
    2004-09-23 ~ now
    OF - Director → CIF 0
    Walton, Russell
    Financial Adviser
    Individual (2 offsprings)
    Officer
    2004-09-23 ~ now
    OF - Secretary → CIF 0
  • 2
    8-10 South Street, Epsom, Surrey, England
    Active Corporate (2 parents, 1 offspring)
    Equity (Company account)
    299,888 GBP2023-12-31
    Person with significant control
    2022-02-15 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 11
  • 1
    Adams, Derek
    Financial Consultant born in August 1949
    Individual
    Officer
    1995-07-01 ~ 1998-12-31
    OF - Director → CIF 0
  • 2
    Ohagan, Patrick James
    Insurance Broker born in June 1946
    Individual (1 offspring)
    Officer
    2000-12-31 ~ 2005-04-25
    OF - Director → CIF 0
  • 3
    Mr Tom Dore
    Born in May 1947
    Individual
    Person with significant control
    2016-05-19 ~ 2018-04-23
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 4
    Mrs Rosemarie Walton
    Born in August 1960
    Individual (1 offspring)
    Person with significant control
    2016-05-19 ~ 2022-02-15
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 5
    Thomas, Eustace Justin St John
    Insurance Broker born in March 1940
    Individual (1 offspring)
    Officer
    1998-12-31 ~ 2005-04-25
    OF - Director → CIF 0
    Thomas, Eustace Justin St John
    Insurance Broker
    Individual (1 offspring)
    Officer
    1998-12-31 ~ 2005-04-25
    OF - Secretary → CIF 0
  • 6
    Jenner, Ronald Thomas
    Director born in June 1929
    Individual
    Officer
    ~ 1994-06-30
    OF - Director → CIF 0
    OF - Director → CIF 0
    Jenner, Ronald Thomas
    Individual
    Officer
    ~ 1994-06-30
    OF - Secretary → CIF 0
  • 7
    Paul, Malcolm Stephen
    Director born in August 1951
    Individual (5 offsprings)
    Officer
    ~ 1995-06-30
    OF - Director → CIF 0
    Paul, Malcolm Stephen
    Individual (5 offsprings)
    Officer
    1994-06-30 ~ 1995-06-30
    OF - Secretary → CIF 0
  • 8
    Mr Russell Walton
    Born in July 1962
    Individual (2 offsprings)
    Person with significant control
    2016-05-19 ~ 2022-02-15
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 9
    Ohagan, Margaret Mary
    Administrator born in April 1950
    Individual
    Officer
    1998-12-31 ~ 1999-01-29
    OF - Director → CIF 0
  • 10
    Chalinor, Piers
    Insurance Broker born in December 1948
    Individual
    Officer
    1994-07-01 ~ 2000-12-31
    OF - Director → CIF 0
    Chalinor, Piers
    Individual
    Officer
    1995-06-30 ~ 1998-12-31
    OF - Secretary → CIF 0
  • 11
    Dore, Thomas Jospeh
    Financial Adviser born in May 1947
    Individual
    Officer
    2004-09-23 ~ 2018-04-23
    OF - Director → CIF 0
parent relation
Company in focus

JB WEALTH MANAGEMENT LIMITED

Previous names
JENNER BALDOCK LIMITED - 2000-12-22
CHARLES STAPLETON INSURANCE BROKERS LIMITED - 1985-09-03
Standard Industrial Classification
65110 - Life Insurance
65120 - Non-life Insurance
65202 - Non-life Reinsurance
Brief company account
Par Value of Share
Class 1 ordinary share
12023-01-01 ~ 2023-12-31
Property, Plant & Equipment
12,561 GBP2023-12-31
6,079 GBP2022-12-31
Debtors
133,282 GBP2023-12-31
138,499 GBP2022-12-31
Cash at bank and in hand
395,977 GBP2023-12-31
357,980 GBP2022-12-31
Current Assets
529,259 GBP2023-12-31
496,479 GBP2022-12-31
Creditors
Current
95,530 GBP2023-12-31
99,562 GBP2022-12-31
Net Current Assets/Liabilities
433,729 GBP2023-12-31
396,917 GBP2022-12-31
Total Assets Less Current Liabilities
446,290 GBP2023-12-31
402,996 GBP2022-12-31
Net Assets/Liabilities
443,373 GBP2023-12-31
401,841 GBP2022-12-31
Equity
Called up share capital
5,000 GBP2023-12-31
5,000 GBP2022-12-31
Capital redemption reserve
750 GBP2023-12-31
750 GBP2022-12-31
Retained earnings (accumulated losses)
437,623 GBP2023-12-31
396,091 GBP2022-12-31
Equity
443,373 GBP2023-12-31
401,841 GBP2022-12-31
Average Number of Employees
92023-01-01 ~ 2023-12-31
82022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
130,126 GBP2023-12-31
120,855 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
117,565 GBP2023-12-31
114,776 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
2,789 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Plant and equipment
12,561 GBP2023-12-31
6,079 GBP2022-12-31
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
111 GBP2023-12-31
Other Debtors
Current, Amounts falling due within one year
133,171 GBP2023-12-31
138,499 GBP2022-12-31
Debtors
Current, Amounts falling due within one year
133,282 GBP2023-12-31
138,499 GBP2022-12-31
Bank Borrowings/Overdrafts
Current
9,835 GBP2022-12-31
Trade Creditors/Trade Payables
Current
2,066 GBP2023-12-31
612 GBP2022-12-31
Other Taxation & Social Security Payable
Current
71,348 GBP2023-12-31
62,737 GBP2022-12-31
Other Creditors
Current
22,116 GBP2023-12-31
26,378 GBP2022-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
5,000 shares2023-12-31
  • JB WEALTH MANAGEMENT LIMITED
    Info
    JENNER BALDOCK LIMITED - 2000-12-22
    CHARLES STAPLETON INSURANCE BROKERS LIMITED - 1985-09-03
    Registered number 01347949
    8-10 South Street, Epsom, Surrey KT18 7PF
    Private Limited Company incorporated on 1978-01-13 (47 years 6 months). The company status is Active.
    The last date of confirmation statement was made at 2024-05-18
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.