Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 25 May 2027
- Last conf. stmt
- 11 May 2026
JB Wealth Management Limited
- Incorporated
- 13 January 1978 (48 years)
- Industry
- Life insurance (65110) Non-life insurance (65120)Non-life reinsurance (65202)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Address
- 8-10 South StreetEpsomSurreyKT18 7PF
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Secretary · Appointed 23 September 2004
Also at JBWM Broadway Limited · more companies
British
British
Born July 1962 (64)
Officer history (13 former)
23 April 2018
Resigned Dore, Thomas Jospeh as Director
25 April 2005
25 April 2005
25 April 2005
Resigned Ohagan, Patrick James as Director
23 September 2004
23 September 2004
Appointed Dore, Thomas Jospeh as Director
23 September 2004
31 December 2000
Appointed Ohagan, Patrick James as Director
31 December 2000
Resigned Chalinor, Piers as Director
29 January 1999
Resigned Ohagan, Margaret Mary as Director
31 December 1998
Appointed Ohagan, Margaret Mary as Director
31 December 1998
31 December 1998
Resigned Chalinor, Piers as Secretary
31 December 1998
31 December 1998
Resigned Adams, Derek as Director
1 July 1995
Appointed Adams, Derek as Director
30 June 1995
Appointed Chalinor, Piers as Secretary
30 June 1995
30 June 1995
1 July 1994
Appointed Chalinor, Piers as Director
30 June 1994
30 June 1994
Resigned Jenner, Ronald Thomas as Secretary
30 June 1994
Resigned Jenner, Ronald Thomas as Director
30 June 1994
Resigned Jenner, Ronald Thomas as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 11217805
Former controllers (3)
15 February 2022
15 February 2022
Ceased Rosemarie Walton — Owns 25–50% of shares
23 April 2018
Ceased Tom Dore — Owns 25–50% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £518,771
- Cash
- £636,647
- Debt Ratio
- 22%
- Current Ratio
- 4.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £12,906 | £13,649 | £12,561 | £6,079 | £7,741 | £9,293 | £12,468 |
| Current Assets | £651,878 | £530,745 | £529,259 | £496,479 | £499,289 | £412,524 | £261,483 |
| Debtors | £15,231 | £5,602 | £133,282 | £138,499 | £204,705 | £167,383 | £233,235 |
| Cash | £636,647 | £525,143 | £395,977 | £357,980 | £294,584 | £245,141 | £28,248 |
| Creditors (< 1 year) | £143,122 | £110,502 | £95,530 | £99,562 | £128,635 | £157,831 | £65,926 |
| Creditors (> 1 year) | £0 | £9,835 | |||||
| Net Current Assets | £508,756 | £420,243 | £433,729 | £396,917 | £370,654 | £254,693 | £195,557 |
| Net Assets | £518,771 | £430,703 | £443,373 | £401,841 | £367,370 | £262,529 | £206,032 |
| Shareholder Funds | £518,771 | £430,703 | £443,373 | £401,841 | £367,370 | £262,529 | £206,032 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 July 2026 | Total exemption full accounts | 31 December 2025 | ||
| 11 May 2026 | Confirmation statement with no updates | 11 May 2026 | ||
| 16 June 2025 | Confirmation statement with no updates | 18 May 2025 | ||
| 3 May 2025 | Total exemption full accounts | 31 December 2024 | ||
| 6 June 2024 | Confirmation statement with no updates | 18 May 2024 |
Some other companies at this address
Other companies in this industry
Explore the largest companies
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →