Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 6 August 2027
- Last conf. stmt
- 23 July 2026
A & J Wealth Management Limited
- Incorporated
- 19 April 2004 (22 years)
- Previously known as
- A & J Financial Services (Maidenhead) Limited (until 2 August 2011)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Austin David Broad
- Owned by
- Accounts type
- Full
- Region
- West Midlands
- Address
- Afh House Buntsford DriveStoke HeathBromsgroveB60 4JE
Charges
- Total
- 5
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 5
Officers 2 active
Officer details are public data from the Companies House register.
Broad, Austin David
Director · Appointed 8 October 2025
British
Born April 1963 (63)
Director · Appointed 19 April 2004
British
Born June 1958 (68)
Officer history (15 former)
8 October 2025
Appointed Broad, Austin David as Director
21 February 2024
21 February 2024
Resigned Ashcroft Cameron (UK) Limited as Corporate Secretary
21 February 2024
31 December 2022
30 September 2022
Appointed Ashcroft Cameron (UK) Limited as Corporate Secretary
30 September 2022
Resigned Oosthuizen, Sonia as Secretary
17 March 2022
20 September 2021
Appointed Oosthuizen, Sonia as Secretary
20 September 2021
Resigned Furnell, Lucy Jean as Secretary
31 March 2021
1 July 2019
7 September 2018
7 August 2018
7 August 2018
3 April 2018
Resigned Vald, Glenn Bernard as Director
23 March 2018
Appointed Furnell, Lucy Jean as Secretary
23 March 2018
23 March 2018
23 March 2018
Appointed Furnell, Lucy Jean as Director
23 March 2018
Resigned Furnell, Lucy Jean as Director
23 March 2018
1 June 2011
1 June 2011
Appointed Vald, Glenn Bernard as Director
1 April 2009
22 August 2007
19 April 2004
19 April 2004
19 April 2004
19 April 2004
19 April 2004
19 April 2004
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 July 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 07638831
Former controllers (2)
21 February 2024
1 March 2020
Group structure 9 companies
Ownership group derived from the Companies House PSC register
A & J Wealth Management Limited This company Owns 75–100% of shares
Afh Independent Financial Services Limited Owns 75–100% of shares
Applewood Independent Ltd Owns 75–100% of shares
Enable Independent Limited Owns 75–100% of shares
Lead Technologies (Europe) Limited Owns 75–100% of shares
Mulberry Independent Financial Advisers Limited Owns 75–100% of shares
St Johns Asset Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 October 2025 · full accounts
- Cash
- £600,736
- Profit Before Tax
- £1,588,755
- Current Ratio
- 18.9x
- Return on Equity
- 48%
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £3,421 | £3,783 | £0 | £1,640,592 | £1,978,314 | £859,376 | £1,533,548 |
| Current Assets | £3,950,939 | £1,602,411 | £713,115 | £1,639,245 | £2,229,831 | £1,438,714 | |
| Debtors | £3,350,203 | £1,634,347 | £208,712 | £349,557 | £1,153,898 | £1,511,079 | £1,390,571 |
| Cash | £600,736 | £716,398 | £1,393,699 | £113,990 | £245,389 | £407,493 | £45,373 |
| Creditors (< 1 year) | £208,862 | £423,369 | £331,887 | £407,184 | £1,005,437 | £2,190,674 | £1,854,652 |
| Creditors (> 1 year) | £0 | £19,155 | £54,169 | ||||
| Net Current Assets | £3,742,077 | £1,270,524 | £305,931 | £633,808 | £39,157 | (£415,938) | |
| Net Assets | £1,946,523 | £2,592,967 | £861,871 | £1,063,441 | |||
| Shareholder Funds | £3,745,498 | £1,931,159 | £1,270,524 | £1,946,523 | £2,592,967 | £861,871 | £1,063,441 |
| Turnover | £4,268,767 | ||||||
| Cost of Sales | £663,378 | £2,852 | £12,344 | £7,014 | |||
| Gross Profit | £4,261,753 | ||||||
| Admin Expenses | £1,653,932 | £1,327,947 | £3,957,817 | £4,054,181 | £4,117,737 | ||
| Staff Costs | £2,042,192 | £1,780,876 | £2,166,729 | £2,721,866 | £1,932,200 | £1,569,441 | |
| Operating Profit | £144,016 | ||||||
| Profit Before Tax | £1,588,755 | £884,937 | (£591,063) | (£184,327) | £31,815 | ||
| Tax | (£225,584) | £224,302 | £89,581 | £37,117 | £30,733 | £66,968 | £89,110 |
| Profit for Period | £1,814,339 | £660,635 | (£680,644) | (£221,444) | £1,082 | £243,235 | £125,613 |
Filings 173
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 October 2026 | Insolvency filing | |||
| 8 October 2026 | Share capital filing | |||
| 8 October 2026 | Statement of capital | |||
| 8 October 2026 | Resolutions | |||
| 19 August 2026 | Confirmation statement with updates | 23 July 2026 |
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