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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
    Born in July 1962
    Individual (2 offsprings)
    Officer
    icon of calendar 2004-09-23 ~ now
    OF - Director → CIF 0
    Walton, Russell
    Financial Adviser
    Individual (2 offsprings)
    Officer
    icon of calendar 2004-09-23 ~ now
    OF - Secretary → CIF 0
  • 2
    icon of address8-10 South Street, Epsom, Surrey, England
    Active Corporate (2 parents, 1 offspring)
    Equity (Company account)
    302,845 GBP2024-12-31
    Person with significant control
    icon of calendar 2022-02-15 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 11
  • 1
    Chalinor, Piers
    Insurance Broker born in December 1948
    Individual
    Officer
    icon of calendar 1994-07-01 ~ 2000-12-31
    OF - Director → CIF 0
    Chalinor, Piers
    Individual
    Officer
    icon of calendar 1995-06-30 ~ 1998-12-31
    OF - Secretary → CIF 0
  • 2
    Mr Tom Dore
    Born in May 1947
    Individual
    Person with significant control
    icon of calendar 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
  • 3
    Mrs Rosemarie Walton
    Born in August 1960
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2016-05-19 ~ 2022-02-15
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 4
    Adams, Derek
    Financial Consultant born in August 1949
    Individual
    Officer
    icon of calendar 1995-07-01 ~ 1998-12-31
    OF - Director → CIF 0
  • 5
    Ohagan, Patrick James
    Insurance Broker born in June 1946
    Individual (1 offspring)
    Officer
    icon of calendar 2000-12-31 ~ 2005-04-25
    OF - Director → CIF 0
  • 6
    Ohagan, Margaret Mary
    Administrator born in April 1950
    Individual
    Officer
    icon of calendar 1998-12-31 ~ 1999-01-29
    OF - Director → CIF 0
  • 7
    Thomas, Eustace Justin St John
    Insurance Broker born in March 1940
    Individual (1 offspring)
    Officer
    icon of calendar 1998-12-31 ~ 2005-04-25
    OF - Director → CIF 0
    Thomas, Eustace Justin St John
    Insurance Broker
    Individual (1 offspring)
    Officer
    icon of calendar 1998-12-31 ~ 2005-04-25
    OF - Secretary → CIF 0
  • 8
    Paul, Malcolm Stephen
    Director born in August 1951
    Individual (5 offsprings)
    Officer
    icon of calendar ~ 1995-06-30
    OF - Director → CIF 0
    Paul, Malcolm Stephen
    Individual (5 offsprings)
    Officer
    icon of calendar 1994-06-30 ~ 1995-06-30
    OF - Secretary → CIF 0
  • 9
    Dore, Thomas Jospeh
    Financial Adviser born in May 1947
    Individual
    Officer
    icon of calendar 2004-09-23 ~ 2018-04-23
    OF - Director → CIF 0
  • 10
    Mr Russell Walton
    Born in July 1962
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2016-05-19 ~ 2022-02-15
    PE - Right to appoint or remove directors → CIF 0
    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
  • 11
    Jenner, Ronald Thomas
    Director born in June 1929
    Individual
    Officer
    icon of calendar ~ 1994-06-30
    OF - Director → CIF 0
    OF - Director → CIF 0
    Jenner, Ronald Thomas
    Individual
    Officer
    icon of calendar ~ 1994-06-30
    OF - Secretary → 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
12024-01-01 ~ 2024-12-31
Property, Plant & Equipment
13,649 GBP2024-12-31
12,561 GBP2023-12-31
Debtors
5,602 GBP2024-12-31
133,282 GBP2023-12-31
Cash at bank and in hand
525,143 GBP2024-12-31
395,977 GBP2023-12-31
Current Assets
530,745 GBP2024-12-31
529,259 GBP2023-12-31
Creditors
Current
110,502 GBP2024-12-31
95,530 GBP2023-12-31
Net Current Assets/Liabilities
420,243 GBP2024-12-31
433,729 GBP2023-12-31
Total Assets Less Current Liabilities
433,892 GBP2024-12-31
446,290 GBP2023-12-31
Net Assets/Liabilities
430,703 GBP2024-12-31
443,373 GBP2023-12-31
Equity
Called up share capital
5,000 GBP2024-12-31
5,000 GBP2023-12-31
Capital redemption reserve
750 GBP2024-12-31
750 GBP2023-12-31
Retained earnings (accumulated losses)
424,953 GBP2024-12-31
437,623 GBP2023-12-31
Equity
430,703 GBP2024-12-31
443,373 GBP2023-12-31
Average Number of Employees
92024-01-01 ~ 2024-12-31
92023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
135,571 GBP2024-12-31
130,126 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
121,922 GBP2024-12-31
117,565 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
4,357 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
13,649 GBP2024-12-31
12,561 GBP2023-12-31
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
949 GBP2024-12-31
111 GBP2023-12-31
Other Debtors
Amounts falling due within one year, Current
4,653 GBP2024-12-31
133,171 GBP2023-12-31
Debtors
Amounts falling due within one year, Current
5,602 GBP2024-12-31
133,282 GBP2023-12-31
Trade Creditors/Trade Payables
Current
11,622 GBP2024-12-31
2,066 GBP2023-12-31
Other Taxation & Social Security Payable
Current
73,734 GBP2024-12-31
71,348 GBP2023-12-31
Other Creditors
Current
25,146 GBP2024-12-31
22,116 GBP2023-12-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
5,000 shares2024-12-31
  • JB WEALTH MANAGEMENT LIMITED
    Info
    JENNER BALDOCK LIMITED - 2000-12-22
    CHARLES STAPLETON INSURANCE BROKERS LIMITED - 2000-12-22
    Registered number 01347949
    icon of address8-10 South Street, Epsom, Surrey KT18 7PF
    PRIVATE LIMITED COMPANY incorporated on 1978-01-13 (47 years 11 months). The company status is Active.
    The last date of confirmation statement was made at 2025-05-18
    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 12 November 2025 and licensed under the Open Government Licence v3.0.