Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 2 January 2027
- Last conf. stmt
- 19 December 2025
JRT Wealth Management Limited
- Incorporated
- 20 December 2011 (14 years)
- Industry
- Dormant Company (99999)
- Directors
- Owned by
- Accounts type
- Dormant
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 23 July 2026
British
Born May 1986 (40)
Hesketh, David Philip John
Secretary · Appointed 4 July 2024
Officer history (4 former)
23 July 2026
23 July 2026
4 July 2024
Appointed Hesketh, David Philip John as Secretary
4 July 2024
4 July 2024
4 July 2024
Appointed Hepworth, Julie Suzanne as Director
4 July 2024
Resigned Hepworth, Julie Suzanne as Director
4 July 2024
4 July 2024
20 December 2011
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 4 July 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05091707
Former controllers (1)
4 July 2024
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
JRT Wealth Management Limited This company Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £441,630
- Cash
- £32,894
- Employees
- 2
- Debt Ratio
- 42%
- Current Ratio
- 3.2x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £83,362 | £130,481 | £23,322 | £89,438 | £155,639 |
| Current Assets | £680,838 | £402,407 | £182,668 | £470,975 | £471,252 |
| Debtors | £647,944 | £321,412 | £0 | £354,960 | £419,923 |
| Cash | £32,894 | £80,995 | £182,668 | £116,015 | £51,329 |
| Creditors (< 1 year) | £214,894 | £166,120 | £129,103 | £87,360 | £87,476 |
| Creditors (> 1 year) | £107,676 | £130,051 | £35,000 | £40,833 | |
| Net Current Assets | £465,944 | £236,287 | £53,565 | £383,615 | £383,776 |
| Net Assets | £441,630 | £211,925 | £41,636 | £431,947 | £539,104 |
| Shareholder Funds | £441,630 | £211,925 | £41,636 | £431,947 | £539,104 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 July 2026 | Appointment of a director | |||
| 23 July 2026 | Termination of appointment of a director | |||
| 27 June 2026 | Accounts for a dormant company | 31 December 2025 | ||
| 22 December 2025 | Confirmation statement with updates | 19 December 2025 | ||
| 15 October 2025 | Accounts filing |
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