Website & contact details
- Website
A.J. Wealth Management Limited
- Incorporated
- 16 March 2000 (26 years)
- Previously known as
- A.J. Financial Services Limited (until 15 July 2012)Rice & Co (Financial Planning) Limited (until 12 August 2002)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- The Bull Yard75 High StreetAshfordTN24 8SN
Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 14 July 2027
- Last conf. stmt
- 30 June 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 28 October 2026
British
Born May 1986 (40)
Director · Appointed 28 October 2026
British
Born June 1986 (40)
Officer history (10 former)
28 October 2026
28 October 2026
28 October 2026
28 October 2026
28 October 2026
18 July 2022
Resigned Mitios, Alexandros as Director
12 August 2021
Appointed Mitios, Alexandros as Director
10 September 2015
Resigned Pickering, Melanie Joanna as Director
24 October 2014
24 October 2014
16 May 2014
Appointed Pickering, Melanie Joanna as Director
16 May 2014
12 April 2014
16 March 2000
16 March 2000
16 March 2000
16 March 2000
16 March 2000
16 March 2000
16 March 2000
16 March 2000
16 March 2000
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 28 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Holds 75–100% of voting rights (as a firm)
Right to appoint and remove directors
Limited Company
Reg. no. 12348752
Former controllers (3)
28 October 2026
28 October 2026
28 October 2026
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited This company Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited Owns 75–100% of shares
HR Independent Financial Services Limited Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £56,897
- Cash
- £198,756
- Employees
- 7
- Debt Ratio
- 75%
- Current Ratio
- 1.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £8,912 | £11,882 | £15,872 | £11,834 | £15,778 | £11,682 | |
| Current Assets | £215,641 | £186,136 | £160,505 | £143,569 | £208,517 | £165,400 | |
| Debtors | £14,390 | £26,570 | £41,379 | £25,455 | £27,093 | £55,674 | |
| Cash | £198,756 | £157,071 | £116,631 | £118,114 | £181,424 | £109,726 | |
| Creditors (< 1 year) | £165,428 | £141,452 | £127,894 | £122,322 | £94,714 | £165,592 | £117,884 |
| Net Current Assets | £50,213 | £44,684 | £38,183 | £48,855 | £42,925 | £47,516 | |
| Net Assets | £56,897 | £53,595 | £51,626 | £57,691 | £55,705 | £56,978 | |
| Shareholder Funds | £56,897 | £53,595 | £51,626 | £57,691 | £55,705 | £56,978 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Cessation of a person with significant control | |||
| 3 November 2026 | Cessation of a person with significant control | |||
| 3 November 2026 | Notification of a person with significant control |
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