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Home > England & Wales Companies > JB WEALTH MANAGEMENT LIMITED
Company Information for

JB WEALTH MANAGEMENT LIMITED

8-10 SOUTH STREET, EPSOM, SURREY, KT18 7PF,
Company Registration Number
01347949
Private Limited Company
Active

Company Overview

About Jb Wealth Management Ltd
JB WEALTH MANAGEMENT LIMITED was founded on 1978-01-13 and has its registered office in Surrey. The organisation's status is listed as "Active". Jb Wealth Management Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
JB WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
8-10 SOUTH STREET
EPSOM
SURREY
KT18 7PF
Other companies in KT18
 
Filing Information
Company Number 01347949
Company ID Number 01347949
Date formed 1978-01-13
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/12/2022
Account next due 30/09/2024
Latest return 18/05/2016
Return next due 15/06/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2023-10-08 06:07:14
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for JB WEALTH MANAGEMENT LIMITED
The accountancy firm based at this address is ABACUS DATA MANAGEMENT LIMITED
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Companies with same name JB WEALTH MANAGEMENT LIMITED
The following companies were found which have the same name as JB WEALTH MANAGEMENT LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
JB WEALTH MANAGEMENT PTY LTD NSW 2263 Dissolved Company formed on the 2016-11-02
JB WEALTH MANAGEMENT LLC 2805 PIERSALL DR MCKINNEY TX 75072 Active Company formed on the 2008-01-17
JB WEALTH MANAGEMENT LLC California Unknown

Company Officers of JB WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
RUSSELL WALTON
 Company Secretary 2004-09-23
RUSSELL WALTON
 Director 2004-09-23
Previous Officers
Officer Role Date Appointed Date Resigned
THOMAS JOSPEH DORE
 Director 2004-09-23 2018-04-23
EUSTACE JUSTIN ST JOHN THOMAS
 Company Secretary 1998-12-31 2005-04-25
PATRICK JAMES OHAGAN
 Director 2000-12-31 2005-04-25
EUSTACE JUSTIN ST JOHN THOMAS
 Director 1998-12-31 2005-04-25
PIERS CHALINOR
 Director 1994-07-01 2000-12-31
MARGARET MARY OHAGAN
 Director 1998-12-31 1999-01-29
PIERS CHALINOR
 Company Secretary 1995-06-30 1998-12-31
DEREK ADAMS
 Director 1995-07-01 1998-12-31
MALCOLM STEPHEN PAUL
 Company Secretary 1994-06-30 1995-06-30
MALCOLM STEPHEN PAUL
 Director 1992-05-18 1995-06-30
RONALD THOMAS JENNER
 Company Secretary 1992-05-18 1994-06-30
RONALD THOMAS JENNER
 Director 1992-05-18 1994-06-30
RONALD THOMAS JENNER
 Director 1994-05-18 1994-06-30

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
RUSSELL WALTON JBWM BROADWAY LIMITED Director 2018-02-21 CURRENT 2018-02-21 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-09-1231/12/22 ACCOUNTS TOTAL EXEMPTION FULL
2023-06-01CONFIRMATION STATEMENT MADE ON 18/05/23, WITH UPDATES
2022-06-21CESSATION OF ROSEMARIE WALTON AS A PERSON OF SIGNIFICANT CONTROL
2022-06-21CESSATION OF RUSSELL WALTON AS A PERSON OF SIGNIFICANT CONTROL
2022-06-21Notification of Jbwm Broadway Limited as a person with significant control on 2022-02-15
2022-06-21CONFIRMATION STATEMENT MADE ON 18/05/22, WITH UPDATES
2022-06-21CS01CONFIRMATION STATEMENT MADE ON 18/05/22, WITH UPDATES
2022-06-21CS01CONFIRMATION STATEMENT MADE ON 18/05/22, WITH UPDATES
2022-06-21PSC02Notification of Jbwm Broadway Limited as a person with significant control on 2022-02-15
2022-06-21PSC02Notification of Jbwm Broadway Limited as a person with significant control on 2022-02-15
2022-06-21PSC07CESSATION OF RUSSELL WALTON AS A PERSON OF SIGNIFICANT CONTROL
2022-06-21PSC07CESSATION OF RUSSELL WALTON AS A PERSON OF SIGNIFICANT CONTROL
2022-05-20AA31/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-05-20AA31/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-09-09AA31/12/20 ACCOUNTS TOTAL EXEMPTION FULL
2021-06-21CS01CONFIRMATION STATEMENT MADE ON 18/05/21, WITH NO UPDATES
2020-09-28AA31/12/19 ACCOUNTS TOTAL EXEMPTION FULL
2020-06-03CS01CONFIRMATION STATEMENT MADE ON 18/05/20, WITH NO UPDATES
2019-09-13AA31/12/18 ACCOUNTS TOTAL EXEMPTION FULL
2019-05-20CS01CONFIRMATION STATEMENT MADE ON 18/05/19, WITH NO UPDATES
2018-10-01CS01CONFIRMATION STATEMENT MADE ON 24/04/18, WITH UPDATES
2018-09-28PSC04Change of details for Mr Russell Walton as a person with significant control on 2018-04-23
2018-05-22CS01CONFIRMATION STATEMENT MADE ON 18/05/18, WITH NO UPDATES
2018-05-22TM01APPOINTMENT TERMINATED, DIRECTOR THOMAS JOSPEH DORE
2018-05-21PSC04Change of details for Mr Russell Walton as a person with significant control on 2018-04-23
2018-05-21PSC07CESSATION OF TOM DORE AS A PERSON OF SIGNIFICANT CONTROL
2018-04-23AA31/12/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-10-23PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL ROSEMARIE WALTON
2017-10-23PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL RUSSELL WALTON
2017-10-23PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL TOM DORE
2017-07-17AA31/12/16 ACCOUNTS TOTAL EXEMPTION FULL
2017-05-23LATEST SOC23/05/17 STATEMENT OF CAPITAL;GBP 5000
2017-05-23CS01CONFIRMATION STATEMENT MADE ON 18/05/17, WITH UPDATES
2016-08-17AA31/12/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-05-20LATEST SOC20/05/16 STATEMENT OF CAPITAL;GBP 5000
2016-05-20AR0118/05/16 ANNUAL RETURN FULL LIST
2015-09-21AA31/12/14 ACCOUNTS TOTAL EXEMPTION SMALL
2015-07-21LATEST SOC21/07/15 STATEMENT OF CAPITAL;GBP 5000
2015-07-21AR0118/05/15 ANNUAL RETURN FULL LIST
2014-07-21LATEST SOC21/07/14 STATEMENT OF CAPITAL;GBP 5000
2014-07-21AR0118/05/14 ANNUAL RETURN FULL LIST
2014-06-04AA31/12/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-06-11AA31/12/12 ACCOUNTS TOTAL EXEMPTION SMALL
2013-05-22AR0118/05/13 ANNUAL RETURN FULL LIST
2012-08-31AA31/12/11 ACCOUNTS TOTAL EXEMPTION SMALL
2012-06-29AR0118/05/12 ANNUAL RETURN FULL LIST
2011-07-04AR0118/05/11 ANNUAL RETURN FULL LIST
2011-05-11AA31/12/10 TOTAL EXEMPTION SMALL
2010-09-22AA31/12/09 TOTAL EXEMPTION SMALL
2010-07-08AR0118/05/10 FULL LIST
2009-10-09CH01DIRECTOR'S CHANGE OF PARTICULARS / RUSSELL WALTON / 09/10/2009
2009-10-09CH01DIRECTOR'S CHANGE OF PARTICULARS / THOMAS JOSPEH DORE / 09/10/2009
2009-10-09CH03SECRETARY'S CHANGE OF PARTICULARS / RUSSELL WALTON / 09/10/2009
2009-10-01AA31/12/08 TOTAL EXEMPTION SMALL
2009-05-29363aRETURN MADE UP TO 18/05/09; FULL LIST OF MEMBERS
2008-09-09AA31/12/07 TOTAL EXEMPTION SMALL
2008-05-29363aRETURN MADE UP TO 18/05/08; FULL LIST OF MEMBERS
2007-06-27AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/12/06
2007-06-12363sRETURN MADE UP TO 18/05/07; FULL LIST OF MEMBERS
2006-08-03363sRETURN MADE UP TO 18/05/06; FULL LIST OF MEMBERS
2006-06-20AAFULL ACCOUNTS MADE UP TO 31/12/05
2005-11-02AAMDAMENDED FULL ACCOUNTS MADE UP TO 31/12/04
2005-10-28AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/12/04
2005-05-20288bDIRECTOR RESIGNED
2005-05-20288bSECRETARY RESIGNED;DIRECTOR RESIGNED
2005-05-17363sRETURN MADE UP TO 18/05/05; FULL LIST OF MEMBERS
2004-10-04288aNEW SECRETARY APPOINTED;NEW DIRECTOR APPOINTED
2004-10-04288aNEW DIRECTOR APPOINTED
2004-06-01363(288)DIRECTOR'S PARTICULARS CHANGED
2004-06-01363sRETURN MADE UP TO 18/05/04; FULL LIST OF MEMBERS
2004-05-26AAFULL ACCOUNTS MADE UP TO 31/12/03
2004-04-05287REGISTERED OFFICE CHANGED ON 05/04/04 FROM: 41 THE BROADWAY CHEAM SUTTON SURREY SM3 8BL
2003-08-08AAFULL ACCOUNTS MADE UP TO 31/12/02
2003-05-17363sRETURN MADE UP TO 18/05/03; FULL LIST OF MEMBERS
2003-03-29395PARTICULARS OF MORTGAGE/CHARGE
2002-11-25AAFULL ACCOUNTS MADE UP TO 31/12/01
2002-05-28363(288)DIRECTOR'S PARTICULARS CHANGED
2002-05-28363sRETURN MADE UP TO 18/05/02; FULL LIST OF MEMBERS
2001-10-19AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/12/00
2001-06-18288aNEW DIRECTOR APPOINTED
2001-06-18288bDIRECTOR RESIGNED
2001-06-18363sRETURN MADE UP TO 18/05/01; FULL LIST OF MEMBERS
2000-12-21CERTNMCOMPANY NAME CHANGED JENNER BALDOCK LIMITED CERTIFICATE ISSUED ON 22/12/00
2000-10-04AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/12/99
2000-05-23363sRETURN MADE UP TO 18/05/00; FULL LIST OF MEMBERS
1999-05-24363sRETURN MADE UP TO 18/05/99; FULL LIST OF MEMBERS
1999-05-05AAFULL ACCOUNTS MADE UP TO 31/12/98
1999-04-25288bDIRECTOR RESIGNED
1999-04-01288bDIRECTOR RESIGNED
1999-02-08288aNEW SECRETARY APPOINTED;NEW DIRECTOR APPOINTED
1999-02-08288aNEW DIRECTOR APPOINTED
1999-02-08288bDIRECTOR RESIGNED
1999-02-08287REGISTERED OFFICE CHANGED ON 08/02/99 FROM: BUCHANAN HOUSE 24-30 HOLBORN LONDON EC1N 2HS
1999-02-08288bSECRETARY RESIGNED
1998-07-10AAFULL ACCOUNTS MADE UP TO 31/12/97
1998-06-23363sRETURN MADE UP TO 18/05/98; NO CHANGE OF MEMBERS
1997-06-29AAFULL ACCOUNTS MADE UP TO 31/12/96
1997-06-24363sRETURN MADE UP TO 18/05/97; NO CHANGE OF MEMBERS
1996-08-13363(288)DIRECTOR RESIGNED
1996-08-13363sRETURN MADE UP TO 18/05/96; FULL LIST OF MEMBERS
1996-06-19AAFULL ACCOUNTS MADE UP TO 31/12/95
1995-08-01AAFULL ACCOUNTS MADE UP TO 31/12/94
1995-07-19288SECRETARY RESIGNED;NEW SECRETARY APPOINTED;DIRECTOR RESIGNED
Industry Information
SIC/NAIC Codes
65 - Insurance, reinsurance and pension funding, except compulsory social security
651 - Insurance
65110 - Life insurance

65 - Insurance, reinsurance and pension funding, except compulsory social security
651 - Insurance
65120 - Non-life insurance

65 - Insurance, reinsurance and pension funding, except compulsory social security
652 - Reinsurance
65202 - Non-life reinsurance


Licences & Regulatory approval
We could not find any licences issued to JB WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against JB WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 1
Mortgages/Charges outstanding 1
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
Charge Type Date of Charge Charge Status Mortgagee
DEBENTURE 2003-03-29 Outstanding HSBC BANK PLC
Creditors
Creditors Due After One Year 2011-12-31 £ 88,813
Creditors Due Within One Year 2012-12-31 £ 164,552
Creditors Due Within One Year 2011-12-31 £ 193,829

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2012-12-31
Annual Accounts
2013-12-31
Annual Accounts
2014-12-31
Annual Accounts
2015-12-31
Annual Accounts
2017-12-31
Annual Accounts
2016-12-31
Annual Accounts
2018-12-31
Annual Accounts
2019-12-31
Annual Accounts
2020-12-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on JB WEALTH MANAGEMENT LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2012-12-31 £ 5,000
Called Up Share Capital 2011-12-31 £ 5,000
Cash Bank In Hand 2012-12-31 £ 46,569
Cash Bank In Hand 2011-12-31 £ 90,793
Current Assets 2012-12-31 £ 253,607
Current Assets 2011-12-31 £ 367,799
Debtors 2012-12-31 £ 207,038
Debtors 2011-12-31 £ 277,006
Shareholder Funds 2012-12-31 £ 112,768
Shareholder Funds 2011-12-31 £ 110,248
Tangible Fixed Assets 2012-12-31 £ 23,713
Tangible Fixed Assets 2011-12-31 £ 25,091

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of JB WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for JB WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of JB WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for JB WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (65110 - Life insurance) as JB WEALTH MANAGEMENT LIMITED are:

Outgoings
Business Rates/Property Tax
No properties were found where JB WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded JB WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded JB WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode KT18 7PF