Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 26 September 2027
- Last conf. stmt
- 12 September 2026
HJ Wealth Management Ltd
- Incorporated
- 7 December 2017 (8 years)
- Industry
- Financial management (70221)
- Owned by
- Accounts type
- Total exemption full
- Region
- Greater London
- Address
- 130 Buckingham Palace RoadLondonSW1W 9SA
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 April 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 11051402
Former controllers (2)
2 April 2026
Ceased HJWM Holdings Limited — Owns 75–100% of shares
20 February 2025
Ceased Harry James O'Connor — Owns 75–100% of shares
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Beech Tree GP Iii Limited Owns 75–100% of shares
Advanta Invest Ltd Has significant influence or control
Advanta Solutions Ltd. Has significant influence or control
Advanta Direct Ltd Owns 75–100% of shares
Advanta Risk Ltd Owns 75–100% of shares
Advanta Wealth (South West) Holdings Ltd Owns 75–100% of shares
Advanta Wealth Ltd Owns 75–100% of shares
City Financial Planning Limited Owns 75–100% of shares
Genesis Financial Planning Ltd Owns 75–100% of shares
HJ Wealth Management Ltd This company Owns 75–100% of shares
Penney & Ruddy Holdings Limited Owns 75–100% of shares
Beech Tree General Partner Iii LLP Holds 75–100% of voting rights
Endeavour 2021 Topco Limited Owns 50–75% of shares
Endeavour 2021 Midco Limited Owns 75–100% of shares
Project Portofino Topco Limited Owns 25–50% of shares
Project Portofino Midco 1 Limited Owns 75–100% of shares
Securitas Topco Limited Owns 50–75% of shares
Securitas Midco Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £187,793
- Cash
- £22,722
- Employees
- 7
- Debt Ratio
- 62%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £231,273 | £333,178 | £428,148 | £530,860 | £634,361 | £735,157 | £828,341 |
| Current Assets | £268,329 | £673,367 | £540,724 | £258,993 | £327,170 | £194,518 | £150,986 |
| Debtors | £245,607 | £642,534 | £525,604 | £108,816 | £92,595 | ||
| Cash | £22,722 | £30,833 | £15,120 | £150,177 | £234,575 | ||
| Creditors (< 1 year) | £287,395 | £181,992 | £338,647 | £153,350 | £259,912 | £549,117 | |
| Creditors (> 1 year) | £0 | £15,159 | £25,041 | £35,020 | £50,000 | ||
| Net Current Assets | (£42,443) | £385,972 | £358,732 | (£79,654) | £173,820 | (£65,286) | (£397,157) |
| Net Assets | £187,793 | £717,637 | £771,466 | £425,456 | £771,765 | £611,561 | £422,910 |
| Shareholder Funds | £425,456 | £771,765 | £611,561 | £422,910 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 4 June 2026 | Appointment of a director | |||
| 4 June 2026 | Appointment of a director | |||
| 24 April 2026 | Memorandum and Articles of Association | |||
| 24 April 2026 | Resolutions | |||
| 8 April 2026 | Notification of a person with significant control |
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