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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 2
  • 1
    Lees, Philip Stephen
    Financial Advisor born in March 1958
    Individual (5 offsprings)
    Officer
    2010-03-04 ~ 2010-03-09
    OF - Director → CIF 0
  • 2
    Mottram, Richard John
    Born in March 1961
    Individual (5 offsprings)
    Officer
    2010-03-04 ~ now
    OF - Director → CIF 0
    Mr Richard John Mottram
    Born in March 1961
    Individual (5 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
parent relation
Company in focus

ALEXANDER JAMES WEALTH MANAGEMENT LIMITED

Period: 2010-03-04 ~ now
Company number: 07178705
Registered name
ALEXANDER JAMES WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
2,005 GBP2025-05-31
2,674 GBP2024-05-31
Fixed Assets - Investments
299,220 GBP2025-05-31
297,165 GBP2024-05-31
Fixed Assets
301,225 GBP2025-05-31
299,839 GBP2024-05-31
Debtors
138,990 GBP2025-05-31
104,685 GBP2024-05-31
Cash at bank and in hand
136,429 GBP2025-05-31
136,951 GBP2024-05-31
Current Assets
275,419 GBP2025-05-31
241,636 GBP2024-05-31
Net Current Assets/Liabilities
131,723 GBP2025-05-31
127,765 GBP2024-05-31
Total Assets Less Current Liabilities
432,948 GBP2025-05-31
427,604 GBP2024-05-31
Creditors
Non-current
-8,222 GBP2025-05-31
-18,888 GBP2024-05-31
Net Assets/Liabilities
424,726 GBP2025-05-31
408,716 GBP2024-05-31
Equity
Called up share capital
3 GBP2025-05-31
3 GBP2024-05-31
Retained earnings (accumulated losses)
424,723 GBP2025-05-31
408,713 GBP2024-05-31
Average number of employees in administration and support functions
32024-06-01 ~ 2025-05-31
32023-06-01 ~ 2024-05-31
Average Number of Employees
32024-06-01 ~ 2025-05-31
32023-06-01 ~ 2024-05-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
17,712 GBP2025-05-31
17,712 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
15,707 GBP2025-05-31
15,038 GBP2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
669 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment
Furniture and fittings
2,005 GBP2025-05-31
2,674 GBP2024-05-31
Trade Debtors/Trade Receivables
Current
138,990 GBP2025-05-31
104,685 GBP2024-05-31
Corporation Tax Payable
Current
104,426 GBP2025-05-31
72,070 GBP2024-05-31
Accrued Liabilities/Deferred Income
Current
39,084 GBP2025-05-31
41,620 GBP2024-05-31
Amounts owed to directors
Current
186 GBP2025-05-31
181 GBP2024-05-31
Bank Borrowings/Overdrafts
Non-current
8,222 GBP2025-05-31
18,888 GBP2024-05-31

  • ALEXANDER JAMES WEALTH MANAGEMENT LIMITED
    Info
    Registered number 07178705
    Deansgate 62-70 Tettenhall Road, Wolverhampton, West Midlands WV1 4TH
    PRIVATE LIMITED COMPANY incorporated on 2010-03-04 (16 years 2 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-03-04
    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.