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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
    Dalton, Colin Brian William
    Born in June 1963
    Individual (6 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ now
    OF - Director → CIF 0
  • 2
    Jellings, Francis Henry
    Born in January 1949
    Individual (4 offsprings)
    Officer
    icon of calendar 2014-05-16 ~ now
    OF - Director → CIF 0
  • 3
    Jellings, Angela
    Born in May 1955
    Individual (4 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ now
    OF - Director → CIF 0
    Mrs Angela Jellings
    Born in May 1955
    Individual (4 offsprings)
    Person with significant control
    icon of calendar 2017-02-20 ~ now
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
Ceased 6
  • 1
    Brewer, Suzanne
    Individual (24 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ 2000-03-16
    OF - Nominee Secretary → CIF 0
  • 2
    Brewer, Kevin, Dr
    Born in April 1952
    Individual (48 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ 2000-03-16
    OF - Nominee Director → CIF 0
  • 3
    Mitios, Alexandros
    Company Director born in July 1992
    Individual
    Officer
    icon of calendar 2021-08-12 ~ 2022-07-18
    OF - Director → CIF 0
  • 4
    Pickering, Melanie Joanna
    Paraplanner born in December 1974
    Individual
    Officer
    icon of calendar 2014-05-16 ~ 2015-09-10
    OF - Director → CIF 0
  • 5
    Stonier, Christopher
    Company Director born in December 1948
    Individual (1 offspring)
    Officer
    icon of calendar 2000-03-16 ~ 2014-10-24
    OF - Director → CIF 0
  • 6
    Preece, Kevin John
    Company Director born in October 1961
    Individual (2 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ 2014-10-24
    OF - Director → CIF 0
    Preece, Kevin John
    Company Secretary
    Individual (2 offsprings)
    Officer
    icon of calendar 2000-03-16 ~ 2014-04-12
    OF - Secretary → CIF 0
parent relation
Company in focus

A.J. WEALTH MANAGEMENT LIMITED

Previous names
RICE & CO (FINANCIAL PLANNING) LIMITED - 2002-08-12
A.J. FINANCIAL SERVICES LIMITED - 2012-07-15
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Par Value of Share
Class 1 ordinary share
12023-07-01 ~ 2024-06-30
Class 2 ordinary share
12023-07-01 ~ 2024-06-30
Class 3 ordinary share
12023-07-01 ~ 2024-06-30
Class 4 ordinary share
12023-07-01 ~ 2024-06-30
Property, Plant & Equipment
11,882 GBP2024-06-30
15,843 GBP2023-06-30
Total Inventories
2,495 GBP2024-06-30
2,495 GBP2023-06-30
Debtors
26,570 GBP2024-06-30
35,077 GBP2023-06-30
Cash at bank and in hand
157,071 GBP2024-06-30
135,504 GBP2023-06-30
Current Assets
186,136 GBP2024-06-30
173,076 GBP2023-06-30
Creditors
Current
141,452 GBP2024-06-30
127,894 GBP2023-06-30
Net Current Assets/Liabilities
44,684 GBP2024-06-30
45,182 GBP2023-06-30
Total Assets Less Current Liabilities
56,566 GBP2024-06-30
61,025 GBP2023-06-30
Net Assets/Liabilities
53,595 GBP2024-06-30
57,777 GBP2023-06-30
Equity
Called up share capital
1,200 GBP2024-06-30
1,200 GBP2023-06-30
Retained earnings (accumulated losses)
52,395 GBP2024-06-30
56,577 GBP2023-06-30
Equity
53,595 GBP2024-06-30
57,777 GBP2023-06-30
Average Number of Employees
72023-07-01 ~ 2024-06-30
72022-07-01 ~ 2023-06-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
74,800 GBP2023-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
62,918 GBP2024-06-30
58,957 GBP2023-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
3,961 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment
Furniture and fittings
11,882 GBP2024-06-30
15,843 GBP2023-06-30
Trade Debtors/Trade Receivables
Current
11,564 GBP2024-06-30
13,627 GBP2023-06-30
Prepayments
Current
15,006 GBP2024-06-30
21,450 GBP2023-06-30
Debtors
Amounts falling due within one year, Current
26,570 GBP2024-06-30
Current, Amounts falling due within one year
35,077 GBP2023-06-30
Corporation Tax Payable
Current
119,778 GBP2024-06-30
110,504 GBP2023-06-30
Other Taxation & Social Security Payable
Current
8,494 GBP2024-06-30
2,835 GBP2023-06-30
Accrued Liabilities
Current
13,180 GBP2024-06-30
14,555 GBP2023-06-30
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
589 shares2024-06-30
Class 2 ordinary share
190 shares2024-06-30
Class 3 ordinary share
190 shares2024-06-30
Class 4 ordinary share
171 shares2024-06-30
Profit/Loss
Retained earnings (accumulated losses)
350,742 GBP2023-07-01 ~ 2024-06-30
Dividends Paid
Retained earnings (accumulated losses)
-354,924 GBP2023-07-01 ~ 2024-06-30

  • A.J. WEALTH MANAGEMENT LIMITED
    Info
    RICE & CO (FINANCIAL PLANNING) LIMITED - 2002-08-12
    A.J. FINANCIAL SERVICES LIMITED - 2002-08-12
    Registered number 03949662
    icon of address1st Floor Office, Rear Of 9 High Street Tettenhall, Wolverhampton WV6 8QS
    PRIVATE LIMITED COMPANY incorporated on 2000-03-16 (25 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2025-06-30
    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.