Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 21 June 2027
- Last conf. stmt
- 7 June 2026
Jellings Dalton Investments Limited
- Incorporated
- 5 August 2015 (11 years)
- Previously known as
- AJ Premier Wealth Limited (until 3 November 2015)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Controlled by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- The Bull Yard75 High StreetAshfordTN24 8SN
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 28 October 2026
British
Born June 1986 (40)
Director · Appointed 28 October 2026
British
Born May 1986 (40)
Officer history (4 former)
28 October 2026
28 October 2026
28 October 2026
28 October 2026
28 October 2026
18 July 2022
12 August 2021
5 August 2015
5 August 2015
5 August 2015
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 June 2017
Has significant influence or control (as a firm)
Limited Company
Reg. no. 09713683
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 Owns 75–100% of shares
Jellings Dalton Investments Limited This company 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
- £121,679
- Employees
- 3
- Current Ratio
- 2.1x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Current Assets | £129,212 | £86,601 | £73,245 | £62,450 | £56,891 | £51,495 | |
| Debtors | £7,133 | £3,699 | £10,066 | £5,977 | £8,040 | £10,190 | |
| Cash | £121,679 | £82,502 | £62,779 | £56,073 | £48,451 | £40,905 | |
| Creditors (< 1 year) | £61,044 | £42,888 | £34,504 | £34,292 | £27,275 | £36,552 | £17,308 |
| Net Current Assets | £68,168 | £43,713 | £38,953 | £35,175 | £20,339 | £34,187 | |
| Shareholder Funds | £68,168 | £43,713 | £38,953 | £35,175 | £20,339 | £34,187 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 November 2026 | Resolutions | |||
| 9 November 2026 | Appointment of a director | |||
| 9 November 2026 | Appointment of a director | |||
| 9 November 2026 | Termination of appointment of a director | |||
| 9 November 2026 | Termination of appointment of a director |
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