Jones Financial (Norwich) Limited

Active09297223 Private limited company

What Jones Financial say about themselves

“A straightforward approach to financial planning Contact us Who we are At Jones Financial, we provide independent financial advice to individuals and businesses across Norfolk and the surrounding area. Our experienced team is committed to delivering a personal, ongoing service that supports our…”

— from jonesfinancial.co.uk
Incorporated
5 November 2014 (12 years)
Industry
Financial intermediation not elsewhere classified (64999)
Accounts type
Micro entity
Region
East of England
Address
9 Bank Plain
Norwich
NR2 4SF

Filing status

Accounts due
30 September 2027
Last accounts
30 November 2025
Conf. stmt due
19 November 2026
Last conf. stmt
5 November 2025

Charges

Total
2
Outstanding
2
Part satisfied
0
Satisfied
0

Officers 3 active

Officer details are public data from the Companies House register.

Director · Appointed 1 December 2025
British
Born April 1966 (60)
Director · Appointed 1 December 2025
British
Born April 1973 (53)
Director · Appointed 1 December 2025
British
Born December 1975 (50)
Officer history (1 former)
1 December 2025
Appointed Mendoza, Francisco Lucas as Director
1 December 2025
Appointed Ollerton, Paul Michael as Director
1 December 2025
Appointed Ryan, Godfrey Lawrence as Director
1 December 2025
Resigned Jones, Simon Mark as Director
5 November 2014
Appointed Jones, Simon Mark as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 1 December 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13267614
Former controllers (1)
1 December 2025
Ceased Simon Mark Jones — Owns 75–100% of shares

Group structure 12 shown

Ownership group derived from the Companies House PSC register

Futura Financial Services Group Ltd Owns 75–100% of shares
Cbfa Holdings Limited Owns 75–100% of shares
CB Financial Advisers LLP Holds 75–100% of voting rights
Cleveden Financial Services Limited Owns 75–100% of shares
Futura 7 Limited Owns 75–100% of shares
Futura Wealth Management Ltd Owns 75–100% of shares
HBD Wealth Management Limited Owns 25–50% of shares
Jones Financial (Norwich) Limited This company Owns 75–100% of shares
Simpson Kelly Associates Ltd. Owns 75–100% of shares

Financials

Balance sheet as at 30 November 2025 · micro entity accounts

Net Assets
£320,408
Employees
8
Debt Ratio
13%
Current Ratio
2.1x

Trend

Net Assets
£0 £200k £400k 2019 2020 2021 2022 2023 2024 2025 £269,206 £316,555 £373,026 £375,654 £352,680 £359,510 £320,408
Balance sheet detail
2025202420232022202120202019
Fixed Assets£264,818£19,110£70,400£11,302£12,825£13,681£13,825
Current Assets£105,444£398,735£299,377£403,937£409,206£344,940£291,966
Debtors£64£17£4,025
Cash£299,313£403,920£340,710
Creditors (< 1 year)£49,854£58,335£17,097£39,585£49,005£42,066£36,585
Net Current Assets£55,590£340,400£282,280£364,352£360,201£302,874£255,381
Net Assets£320,408£359,510£352,680£375,654£373,026£316,555£269,206
Shareholder Funds£320,408£359,510£352,680£375,654£373,026£316,555£269,206

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
6 November 2026Current accounting period extended
7 June 2026Memorandum and Articles of Association
7 June 2026Resolutions
21 May 2026Registration of a charge
16 April 2026Micro company accounts30 November 2025
Show all recent filings

Other companies in this industry

By trade and location

New companies in Norwich →

Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →

← Back to companies Official record on Companies House ↗

Already have an account?

Create your account

Save searches and get the weekly email of new matches.

First name is required.
Last name is required.
Enter an email address like name@example.com.
Must be at least 8 characters. Password must be at least 8 characters.

Already have an account?