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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 3
  • 1
    Jones, Jillian Mary
    Born in August 1962
    Individual (3 offsprings)
    Officer
    icon of calendar 2010-01-01 ~ now
    OF - Director → CIF 0
    Mrs Jillian Mary Jones
    Born in August 1962
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-06-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Jones, Stephen
    Born in June 1956
    Individual (5 offsprings)
    Officer
    icon of calendar ~ now
    OF - Director → CIF 0
    Mr Stephen Jones
    Born in June 1956
    Individual (5 offsprings)
    Person with significant control
    icon of calendar 2016-06-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 3
    Holian, John Patrick
    Born in June 1963
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-07-29 ~ now
    OF - Director → CIF 0
Ceased 9
  • 1
    Aldridge, Rebecca Elizabeth
    Company Director born in July 1978
    Individual (5 offsprings)
    Officer
    icon of calendar 2014-04-01 ~ 2014-06-02
    OF - Director → CIF 0
  • 2
    Rees, Benjamin James
    Chartered Financial Planner born in March 1982
    Individual (51 offsprings)
    Officer
    icon of calendar 2015-06-01 ~ 2016-10-11
    OF - Director → CIF 0
    icon of calendar 2017-01-02 ~ 2017-07-06
    OF - Director → CIF 0
  • 3
    Kay, Samantha
    Chartered Financial Planner born in December 1984
    Individual (2 offsprings)
    Officer
    icon of calendar 2017-07-06 ~ 2018-01-31
    OF - Director → CIF 0
  • 4
    Jones, Jilian Mary
    Individual (3 offsprings)
    Officer
    icon of calendar 2005-03-31 ~ 2008-04-23
    OF - Secretary → CIF 0
  • 5
    Cooper, Rickey
    Accountant born in May 1959
    Individual (1 offspring)
    Officer
    icon of calendar ~ 2005-03-31
    OF - Director → CIF 0
  • 6
    Jones, Stephen
    Individual (5 offsprings)
    Officer
    icon of calendar ~ 2005-03-31
    OF - Secretary → CIF 0
  • 7
    Holian, John Patrick
    Company Director born in June 1963
    Individual (2 offsprings)
    Officer
    icon of calendar 2013-12-01 ~ 2015-03-31
    OF - Director → CIF 0
    icon of calendar 2015-12-16 ~ 2017-01-13
    OF - Director → CIF 0
  • 8
    Corporate Administration Services Limited
    Individual
    Officer
    icon of calendar 1993-08-24 ~ 1993-08-24
    OF - Nominee Director → CIF 0
  • 9
    icon of addressFalcon House, 24 North John Street, Liverpool, Merseyside
    Corporate
    Officer
    1993-08-24 ~ 1993-08-24
    PE - Nominee Secretary → CIF 0
parent relation
Company in focus

JONES COOPER WEALTH MANAGEMENT LIMITED

Previous name
JONES COOPER (INDEPENDENT FINANCIAL ADVISERS) LIMITED - 2015-06-23
Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Intangible Assets
350,598 GBP2025-06-30
350,598 GBP2024-06-30
Property, Plant & Equipment
59,525 GBP2025-06-30
45,230 GBP2024-06-30
Fixed Assets
410,123 GBP2025-06-30
395,828 GBP2024-06-30
Debtors
464,680 GBP2025-06-30
229,286 GBP2024-06-30
Cash at bank and in hand
12,254 GBP2025-06-30
288,979 GBP2024-06-30
Current Assets
476,934 GBP2025-06-30
518,265 GBP2024-06-30
Creditors
-36,358 GBP2025-06-30
-63,872 GBP2024-06-30
Net Current Assets/Liabilities
440,576 GBP2025-06-30
454,393 GBP2024-06-30
Total Assets Less Current Liabilities
850,699 GBP2025-06-30
850,221 GBP2024-06-30
Net Assets/Liabilities
838,705 GBP2025-06-30
841,627 GBP2024-06-30
Equity
Called up share capital
100 GBP2025-06-30
6 GBP2024-06-30
Revaluation reserve
140,237 GBP2025-06-30
140,237 GBP2024-06-30
Retained earnings (accumulated losses)
698,368 GBP2025-06-30
701,384 GBP2024-06-30
Average Number of Employees
52024-07-01 ~ 2025-06-30
52023-07-01 ~ 2024-06-30
Intangible Assets - Gross Cost
350,598 GBP2025-06-30
350,598 GBP2024-06-30
Property, Plant & Equipment - Gross Cost
129,882 GBP2025-06-30
105,336 GBP2024-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
70,357 GBP2025-06-30
60,106 GBP2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
10,251 GBP2024-07-01 ~ 2025-06-30
Deferred Tax Liabilities
Accelerated tax depreciation
3,400 GBP2025-06-30
-518 GBP2024-06-30

Related profiles found in government register
  • JONES COOPER WEALTH MANAGEMENT LIMITED
    Info
    JONES COOPER (INDEPENDENT FINANCIAL ADVISERS) LIMITED - 2015-06-23
    Registered number 02847294
    icon of addressThe Stables, Whinchat Hall, Skipwith Road Escrick, York YO19 6EJ
    PRIVATE LIMITED COMPANY incorporated on 1993-08-24 (32 years 4 months). The company status is Active.
    The last date of confirmation statement was made at 2024-09-26
    CIF 0
  • JONES COOPER WEALTH MANAGEMENT LTD
    S
    Registered number 02847294
    icon of addressThe Stables, Whinchat Hall, Skipwith Road, Escrick, York, England, YO19 6EJ
    Limited Company in England And Wales, England
    CIF 1
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
Ceased 1
  • DSC (INDEPENDENT FINANCIAL ADVISERS) LIMITED - 2019-10-23
    icon of address1 Stone Croft Court, Oulton, Leeds, England
    Active Corporate (1 parent)
    Equity (Company account)
    123,599 GBP2024-09-30
    Person with significant control
    icon of calendar 2016-07-01 ~ 2019-10-11
    CIF 1 - Ownership of shares – 75% or more OE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.