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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
    Morris, Matthew Gwyn
    Born in May 1976
    Individual (3 offsprings)
    Officer
    icon of calendar 2025-06-30 ~ now
    OF - Director → CIF 0
  • 2
    Raybould, Adam Matthew
    Born in February 1979
    Individual (3 offsprings)
    Officer
    icon of calendar 2025-06-30 ~ now
    OF - Director → CIF 0
  • 3
    STAKEHOLDER COMPANY PENSIONS LIMITED - 2005-08-30
    icon of address910, The Crescent, Colchester Business Park, Colchester, England
    Active Corporate (9 parents, 4 offsprings)
    Equity (Company account)
    952,337 GBP2019-03-31
    Person with significant control
    icon of calendar 2025-06-30 ~ now
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 1
  • Wakeling, John
    Financial Adviser born in February 1962
    Individual
    Officer
    icon of calendar 2009-11-10 ~ 2025-06-30
    OF - Director → CIF 0
    Mr John Wakeling
    Born in February 1962
    Individual
    Person with significant control
    icon of calendar 2016-11-10 ~ 2025-06-30
    PE - Ownership of shares – 75% or more → CIF 0
parent relation
Company in focus

J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Average Number of Employees
32024-12-01 ~ 2025-06-30
42023-12-01 ~ 2024-11-30
Profit/Loss
128,070 GBP2024-12-01 ~ 2025-06-30
193,157 GBP2023-12-01 ~ 2024-11-30
Turnover/Revenue
309,508 GBP2024-12-01 ~ 2025-06-30
503,578 GBP2023-12-01 ~ 2024-11-30
Cost of Sales
31,928 GBP2024-12-01 ~ 2025-06-30
63,212 GBP2023-12-01 ~ 2024-11-30
Gross Profit/Loss
277,580 GBP2024-12-01 ~ 2025-06-30
440,366 GBP2023-12-01 ~ 2024-11-30
Administrative Expenses
108,025 GBP2024-12-01 ~ 2025-06-30
185,848 GBP2023-12-01 ~ 2024-11-30
Operating Profit/Loss
169,555 GBP2024-12-01 ~ 2025-06-30
254,518 GBP2023-12-01 ~ 2024-11-30
Other Interest Receivable/Similar Income (Finance Income)
1,885 GBP2024-12-01 ~ 2025-06-30
4,360 GBP2023-12-01 ~ 2024-11-30
Interest Payable/Similar Charges (Finance Costs)
38 GBP2024-12-01 ~ 2025-06-30
534 GBP2023-12-01 ~ 2024-11-30
Profit/Loss on Ordinary Activities Before Tax
171,402 GBP2024-12-01 ~ 2025-06-30
258,344 GBP2023-12-01 ~ 2024-11-30
Tax/Tax Credit on Profit or Loss on Ordinary Activities
43,332 GBP2024-12-01 ~ 2025-06-30
65,187 GBP2023-12-01 ~ 2024-11-30
Comprehensive Income/Expense
128,070 GBP2024-12-01 ~ 2025-06-30
193,157 GBP2023-12-01 ~ 2024-11-30
Dividends Paid
Retained earnings (accumulated losses)
-210,000 GBP2024-12-01 ~ 2025-06-30
-165,000 GBP2023-12-01 ~ 2024-11-30
Equity
Retained earnings (accumulated losses)
44,757 GBP2025-06-30
126,687 GBP2024-11-30
98,530 GBP2023-11-30
Property, Plant & Equipment
7,697 GBP2025-06-30
9,621 GBP2024-11-30
Cash at bank and in hand
163,901 GBP2025-06-30
215,857 GBP2024-11-30
Creditors
Amounts falling due within one year
126,741 GBP2025-06-30
93,672 GBP2024-11-30
Net Current Assets/Liabilities
37,160 GBP2025-06-30
122,185 GBP2024-11-30
Total Assets Less Current Liabilities
44,857 GBP2025-06-30
131,806 GBP2024-11-30
Creditors
Amounts falling due after one year
5,019 GBP2024-11-30
Net Assets/Liabilities
44,857 GBP2025-06-30
126,787 GBP2024-11-30
Equity
Called up share capital
100 GBP2025-06-30
100 GBP2024-11-30
Equity
44,857 GBP2025-06-30
126,787 GBP2024-11-30
Property, Plant & Equipment - Depreciation rate used
Furniture and fittings
20.002024-12-01 ~ 2025-06-30
Property, Plant & Equipment - Depreciation Expense
1,924 GBP2024-12-01 ~ 2025-06-30
2,405 GBP2023-12-01 ~ 2024-11-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
9,731 GBP2025-06-30
Property, Plant & Equipment - Gross Cost
31,507 GBP2025-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
8,387 GBP2025-06-30
8,051 GBP2024-11-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
23,810 GBP2025-06-30
21,886 GBP2024-11-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
336 GBP2024-12-01 ~ 2025-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,924 GBP2024-12-01 ~ 2025-06-30
Property, Plant & Equipment
Furniture and fittings
1,344 GBP2025-06-30
1,680 GBP2024-11-30
Bank Borrowings/Overdrafts
Amounts falling due within one year
10,648 GBP2024-11-30
Trade Creditors/Trade Payables
Amounts falling due within one year
1,334 GBP2025-06-30
1,334 GBP2024-11-30
Corporation Tax Payable
Amounts falling due within one year
108,518 GBP2025-06-30
65,187 GBP2024-11-30
Other Taxation & Social Security Payable
Amounts falling due within one year
14,319 GBP2025-06-30
13,933 GBP2024-11-30
Other Creditors
Amounts falling due within one year
2,570 GBP2025-06-30
2,570 GBP2024-11-30
Bank Borrowings/Overdrafts
Amounts falling due after one year
5,019 GBP2024-11-30
  • J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED
    Info
    Registered number 07071731
    icon of address910 The Crescent, Colchester Business Park, Colchester CO4 9YQ
    PRIVATE LIMITED COMPANY incorporated on 2009-11-10 (16 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2025-07-06
    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.