Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 13 April 2027
- Last conf. stmt
- 30 March 2026
Charlie Puffin Wealth Limited
- Incorporated
- 15 March 2024 (2 years)
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Sharon Elizabeth Mordecai
- Accounts type
- Total exemption full
- Region
- East of England
- Address
- 122 Whinbush RoadHitchinSG5 1PN
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 14038411
Sharon Elizabeth Mordecai
Individual · Notified 15 March 2024
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born August 1971 (55)
Former controllers (1)
14 June 2024
Ceased Patrick Robert Collier — Owns 25–50% of shares
Group structure 20 companies
Ownership group derived from the Companies House PSC register
Charlie Puffin Digital Ltd Owns 75–100% of shares
Charlie Puffin Limited Owns 75–100% of shares
Charlie Puffin Wealth Limited This company Owns 50–75% of shares
Charlie Puffin Corporate Ventures Limited Owns 75–100% of shares
JLM Independent Wealth Management Ltd Owns 75–100% of shares
JLM Legal Support Services Limited Owns 75–100% of shares
JLM Network Wealth Limited Owns 75–100% of shares
Aje Wealth Management Limited Owns 25–50% of shares
Fox Financial Solutions Ltd Owns 25–50% of shares
JLM North London Limited Owns 75–100% of shares
JLM Protection Limited Owns 75–100% of shares
JLM Wills and Estate Planning Limited Owns 75–100% of shares
Laterlife Lending Ltd Owns 75–100% of shares
Nott Pybus & Associates Limited Owns 75–100% of shares
Equity Release Mortgage Advice Ltd Owns 75–100% of shares
JLM Master Brokers Hitchin Ltd Owns 75–100% of shares
JLM Master Brokers Ltd Owns 75–100% of shares
JLM Mortgage Brokers Ltd Owns 75–100% of shares
JLM Mortgage Network Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £10
Balance sheet detail
| 2025 | |
|---|---|
| Debtors | £10 |
| Creditors (< 1 year) | £577,000 |
| Net Current Assets | (£576,990) |
| Net Assets | £10 |
Filings
Filing history not loaded yet. See it on Companies House
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