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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 9
  • 1
    Brewer, Kevin, Dr
    Born in April 1952
    Individual (9681 offsprings)
    Officer
    2000-03-16 ~ 2000-03-16
    OF - Nominee Director → CIF 0
  • 2
    Pickering, Melanie Joanna
    Paraplanner born in December 1974
    Individual (1 offspring)
    Officer
    2014-05-16 ~ 2015-09-10
    OF - Director → CIF 0
  • 3
    Jellings, Angela
    Born in May 1955
    Individual (5 offsprings)
    Officer
    2000-03-16 ~ now
    OF - Director → CIF 0
    Mrs Angela Jellings
    Born in May 1955
    Individual (5 offsprings)
    Person with significant control
    2017-02-20 ~ now
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
  • 4
    Preece, Kevin John
    Company Director born in October 1961
    Individual (5 offsprings)
    Officer
    2000-03-16 ~ 2014-10-24
    OF - Director → CIF 0
    Preece, Kevin John
    Company Secretary
    Individual (5 offsprings)
    Officer
    2000-03-16 ~ 2014-04-12
    OF - Secretary → CIF 0
  • 5
    Dalton, Colin Brian William
    Born in June 1963
    Individual (6 offsprings)
    Officer
    2000-03-16 ~ now
    OF - Director → CIF 0
  • 6
    Brewer, Suzanne
    Individual (7486 offsprings)
    Officer
    2000-03-16 ~ 2000-03-16
    OF - Nominee Secretary → CIF 0
  • 7
    Mitios, Alexandros
    Company Director born in July 1992
    Individual (3 offsprings)
    Officer
    2021-08-12 ~ 2022-07-18
    OF - Director → CIF 0
  • 8
    Jellings, Francis Henry
    Born in January 1949
    Individual (5 offsprings)
    Officer
    2014-05-16 ~ now
    OF - Director → CIF 0
  • 9
    Stonier, Christopher
    Company Director born in December 1948
    Individual (3 offsprings)
    Officer
    2000-03-16 ~ 2014-10-24
    OF - Director → CIF 0
parent relation
Company in focus

A.J. WEALTH MANAGEMENT LIMITED

Period: 2012-07-15 ~ now
Company number: 03949662
Registered names
A.J. WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Par Value of Share
Class 1 ordinary share
12024-07-01 ~ 2025-06-30
Class 2 ordinary share
12024-07-01 ~ 2025-06-30
Class 3 ordinary share
12024-07-01 ~ 2025-06-30
Class 4 ordinary share
12024-07-01 ~ 2025-06-30
Property, Plant & Equipment
8,912 GBP2025-06-30
11,882 GBP2024-06-30
Total Inventories
2,495 GBP2025-06-30
2,495 GBP2024-06-30
Debtors
14,390 GBP2025-06-30
26,570 GBP2024-06-30
Cash at bank and in hand
198,756 GBP2025-06-30
157,071 GBP2024-06-30
Current Assets
215,641 GBP2025-06-30
186,136 GBP2024-06-30
Creditors
Current
165,428 GBP2025-06-30
141,452 GBP2024-06-30
Net Current Assets/Liabilities
50,213 GBP2025-06-30
44,684 GBP2024-06-30
Total Assets Less Current Liabilities
59,125 GBP2025-06-30
56,566 GBP2024-06-30
Net Assets/Liabilities
56,897 GBP2025-06-30
53,595 GBP2024-06-30
Equity
Called up share capital
1,200 GBP2025-06-30
1,200 GBP2024-06-30
Retained earnings (accumulated losses)
55,697 GBP2025-06-30
52,395 GBP2024-06-30
Equity
56,897 GBP2025-06-30
53,595 GBP2024-06-30
Average Number of Employees
72024-07-01 ~ 2025-06-30
72023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
74,800 GBP2024-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
65,888 GBP2025-06-30
62,918 GBP2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
2,970 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment
Furniture and fittings
8,912 GBP2025-06-30
11,882 GBP2024-06-30
Trade Debtors/Trade Receivables
Current
2,950 GBP2025-06-30
11,564 GBP2024-06-30
Prepayments
Current
11,440 GBP2025-06-30
15,006 GBP2024-06-30
Debtors
Amounts falling due within one year, Current
14,390 GBP2025-06-30
26,570 GBP2024-06-30
Corporation Tax Payable
Current
150,214 GBP2025-06-30
119,778 GBP2024-06-30
Other Taxation & Social Security Payable
Current
2,877 GBP2025-06-30
8,494 GBP2024-06-30
Accrued Liabilities
Current
12,337 GBP2025-06-30
13,180 GBP2024-06-30
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
360 shares2025-06-30
Class 2 ordinary share
190 shares2025-06-30
Class 3 ordinary share
190 shares2025-06-30
Class 4 ordinary share
400 shares2025-06-30
Profit/Loss
Retained earnings (accumulated losses)
444,651 GBP2024-07-01 ~ 2025-06-30
Dividends Paid
Retained earnings (accumulated losses)
-441,349 GBP2024-07-01 ~ 2025-06-30

  • A.J. WEALTH MANAGEMENT LIMITED
    Info
    A.J. FINANCIAL SERVICES LIMITED - 2012-07-15
    RICE & CO (FINANCIAL PLANNING) LIMITED - 2012-07-15
    Registered number 03949662
    1st Floor Office, Rear Of 9 High Street Tettenhall, Wolverhampton WV6 8QS
    PRIVATE LIMITED COMPANY incorporated on 2000-03-16 (26 years 2 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-06-30
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.