What Jrc Wealth Management say about themselves
“An Associate Partner Practice of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.”
JRC Wealth Management Limited
- Incorporated
- 8 July 2014 (12 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Directors
- Owned by
- Jeremy Rupert Cotton
- Accounts type
- Micro entity
- Region
- East of England
- Address
- 4 Belgrave RoadCambridgeCB1 3DE
Website & contact details
- Website
Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 31 July 2025
- Conf. stmt due
- 21 June 2027
- Last conf. stmt
- 7 June 2026
Officers 1 active
Officer details are public data from the Companies House register.
British
Born September 1971 (55)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born September 1971 (55)
Holdings 1
Companies where JRC Wealth Management Limited is registered as a person with significant control
Owns 25–50% of shares
Active
Financials
Balance sheet as at 31 July 2025 · micro entity accounts
- Employees
- 1
- Current Ratio
- 6.2x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £202,047 | £153,890 | £106,217 | £106,793 | £1,438 | £1,744 |
| Current Assets | £380,501 | £333,699 | £316,328 | £234,852 | £332,836 | £260,686 |
| Creditors (< 1 year) | £61,746 | £44,062 | £32,140 | £33,567 | £61,072 | £33,310 |
| Net Current Assets | £318,755 | £289,637 | £284,188 | £201,285 | £271,764 | £227,376 |
| Shareholder Funds | £520,802 | £443,527 | £390,405 | £308,078 | £273,202 | £229,120 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 June 2026 | Change of details for a person with significant control | |||
| 8 June 2026 | Director's details changed | |||
| 8 June 2026 | Confirmation statement with updates | 7 June 2026 | ||
| 30 April 2026 | Micro company accounts | 31 July 2025 | ||
| 17 June 2025 | Confirmation statement with updates | 7 June 2025 |
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