Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 27 June 2027
- Last conf. stmt
- 13 June 2026
Lewington Wealth Management Limited
- Incorporated
- 20 September 2001 (25 years)
- Previously known as
- Jamie Lewington & Co. Limited (until 1 November 2021)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Samantha New
- Accounts type
- Audit exemption subsidiary
- Region
- South West
- Address
- St James's Place House1 Tetbury RoadCirencesterGL7 1FP
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 29 April 2024
British
Born December 1982 (43)
New, Samantha
Director · Appointed 7 January 2022
British
Born November 1973
Corporate Secretary · Appointed 4 January 2021
Officer history (8 former)
22 June 2026
24 June 2025
29 April 2024
29 April 2024
7 January 2022
Appointed New, Samantha as Director
19 January 2021
Resigned Lewington, Jamie as Director
4 January 2021
Resigned Lewington, Anne as Secretary
4 January 2021
4 January 2021
4 January 2021
4 January 2021
Resigned Lewington, Anne as Director
4 January 2021
20 September 2001
20 September 2001
Appointed Lewington, Anne as Secretary
20 September 2001
20 September 2001
Appointed Lewington, Anne as Director
20 September 2001
20 September 2001
Appointed Lewington, Jamie as Director
20 September 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 4 January 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 7730835
Former controllers (3)
4 January 2021
Ceased St James's Place Acquistion Services Ltd — Owns 75–100% of shares
4 January 2021
Ceased Anne Lewington — Owns 25–50% of shares
4 January 2021
Ceased Jamie Lewington — Owns 25–50% of shares
Group structure 38 shown
Ownership group derived from the Companies House PSC register
St. James's Place DFM Holdings Limited Owns 75–100% of shares
Rowan Dartington Holdings Limited Owns 75–100% of shares
St. James’s Place Investment Management Limited Owns 75–100% of shares
St. James's Place International Distribution Limited Owns 75–100% of shares
St. James's Place Investment Administration Limited Owns 75–100% of shares
St. James's Place UK PLC Owns 75–100% of shares
25-28 Old Burlington Street (No.1) Limited Owns 75–100% of shares
Water Lane (Management) Limited Owns 75–100% of shares (as a trust)
St. James's Place Unit Trust Group Limited Owns 75–100% of shares
St. James's Place Wealth Management Group Limited Owns 75–100% of shares
SJP Legacy Holdings Ltd Owns 75–100% of shares
St. James's Place Corporate Secretary Limited Owns 75–100% of shares
St. James's Place Nominees Limited Owns 75–100% of shares
St. James's Place Partnership Services Limited Owns 75–100% of shares
St.James's Place (PCP) Limited Owns 75–100% of shares
St.James's Place Management Services Limited Owns 75–100% of shares
Technical Connection Limited Owns 75–100% of shares
St. James's Place Wealth Management PLC Owns 75–100% of shares
Policy Services Limited Owns 75–100% of shares
Virtue Money Limited Owns 75–100% of shares
St. James's Place Acquisition Services Limited Owns 75–100% of shares
Cooper Associates Holdings Limited Has significant influence or control
Edwards Wealth Ltd Owns 75–100% of shares
Fortura Financial Partners Limited Owns 75–100% of shares
Future Proof Limited Owns 75–100% of shares
Ian Cockbain Wealth Management Limited Owns 75–100% of shares
Lewington Wealth Management Limited This company Owns 75–100% of shares
Linden House Financial Services Limited Owns 75–100% of shares
Ludian Financial Planning Limited Owns 75–100% of shares
Perennial Financial Management Limited Owns 75–100% of shares
PFP Wealth Group Ltd Owns 50–75% of shares
Portbury Wealth Management Limited Owns 25–50% of shares
Reflect Financial Limited Owns 75–100% of shares
The Eight Wealth Group Limited Owns 25–50% of shares
Tring Financial Management Limited Owns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £3,229,893
- up £1,387,775 (75%)
- Employees
- 17
- up 3 (21%)
- Current Ratio
- 6.8x
Trend
Shareholder Funds
Balance sheet detail
| 2020 | 2019 | |
|---|---|---|
| Fixed Assets | £56,678 | £120,082 |
| Current Assets | £3,976,728 | £2,872,237 |
| Debtors | £746,835 | £1,030,119 |
| Cash | £3,229,893 | £1,842,118 |
| Creditors (< 1 year) | £585,024 | £312,559 |
| Net Current Assets | £3,391,704 | £2,559,678 |
| Shareholder Funds | £3,448,382 | £2,679,760 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 June 2026 | Termination of appointment of a director | |||
| 25 June 2026 | Confirmation statement with updates | 13 June 2026 | ||
| 19 June 2026 | Other filing | |||
| 19 June 2026 | Other filing | |||
| 19 June 2026 | Accounts filing |
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