Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 14 July 2027
- Last conf. stmt
- 30 June 2026
Jellings Dalton Group Limited
- Incorporated
- 3 August 2015 (11 years)
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- The Bull Yard75 High StreetAshfordTN24 8SN
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 28 October 2026
British
Born May 1986 (40)
Director · Appointed 28 October 2026
British
Born June 1986 (40)
Officer history (3 former)
28 October 2026
28 October 2026
28 October 2026
28 October 2026
28 October 2026
3 August 2015
3 August 2015
3 August 2015
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 28 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 12348752
Former controllers (3)
28 October 2026
28 October 2026
28 October 2026
Group structure 15 companies
Ownership group derived from the Companies House PSC register
A.J. Wealth Management Limited Owns 75–100% of shares
Campton (Financial Services) Limited Owns 75–100% of shares
Clear Sense Financial Planning Limited Owns 75–100% of shares
HR Independent Financial Services Limited Owns 75–100% of shares
Jasan Holdings Ltd Owns 75–100% of shares
Allied F S Holdings Ltd Owns 75–100% of shares
Allied Financial Services Limited Owns 75–100% of shares
Jellings Dalton Group Limited This company Owns 75–100% of shares
Jellings Dalton Investments Limited Has significant influence or control (as a firm)
Mackenzie Financial Planning Limited Owns 75–100% of shares
Millcroft Wealth Management Limited Owns 75–100% of shares
Padstone Financial Management Limited Owns 75–100% of shares
Planit Wealth Limited Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Cash
- £1,140
- Employees
- 3
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £220 | £220 | £220 | £220 | |||
| Debtors | £1,140 | £1,140 | |||||
| Cash | £1,140 | £1,140 | |||||
| Creditors (< 1 year) | £160 | £160 | £160 | £160 | £160 | £160 | £160 |
| Net Current Assets | £980 | £980 | £980 | £980 | (£160) | (£160) | |
| Shareholder Funds | £1,200 | £1,200 | £1,200 | £1,200 | £60 | £60 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 November 2026 | Memorandum and Articles of Association | — | ||
| 10 November 2026 | Resolutions | — | ||
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Appointment of a director | |||
| 3 November 2026 | Notification of a person with significant control |
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