Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 11 August 2027
- Last conf. stmt
- 28 July 2026
Jda Wealth Ltd
- Incorporated
- 29 July 2016 (10 years)
- Previously known as
- J.D.A. Financial Securities Limited (until 28 March 2017)This list may be incomplete. See all names on Companies House
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 16 March 2017
British
Born February 1970 (56)
Officer history (1 former)
16 March 2017
16 March 2017
Resigned Adams, John David as Director
29 July 2016
29 July 2016
Appointed Adams, John David as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 29 July 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Has significant influence or control
Companies Act 2006
Reg. no. 9718866
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Beaufort Financial Planning (West Midlands) Ltd Owns 75–100% of shares
FA Wealth Ltd Owns 75–100% of shares
FA92 Group Limited Owns 75–100% of shares
Jda Wealth Ltd This company Owns 75–100% of shares
Mellor Wealth Ltd Owns 50–75% of shares (as a firm)
Finli (FA92) Limited Owns 75–100% of shares
Four Oaks Financial Planning Limited Owns 75–100% of shares
Financials
Figures from 2022 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Employees
- 4
- down 1 (20%)
- Current Ratio
- 0.9x
Trend
Shareholder Funds
Balance sheet detail
| 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|
| Fixed Assets | £79,125 | £96,354 | £117,124 | £120,470 |
| Current Assets | £64,203 | £42,025 | £30,719 | £49,028 |
| Creditors (< 1 year) | £71,048 | £49,894 | £46,807 | £54,807 |
| Creditors (> 1 year) | £50,000 | £62,783 | £84,686 | |
| Net Current Assets | (£2,845) | (£3,869) | (£12,088) | (£5,779) |
| Net Assets | £40,453 | £28,205 | ||
| Shareholder Funds | £74,390 | £40,655 | £40,453 | £28,205 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 August 2026 | Confirmation statement with no updates | 28 July 2026 | ||
| 28 July 2026 | Registered office address changed | |||
| 28 July 2026 | Director's details changed | |||
| 28 July 2026 | Director's details changed | |||
| 20 June 2026 | Other filing |
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