Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 21 May 2027
- Last conf. stmt
- 7 May 2026
Bartholomew & James (Financial Services) Limited
- Incorporated
- 9 September 1987 (39 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Owned by
- Accounts type
- Total exemption full
- Region
- Northern Ireland
- Address
- 8 Cromac PlaceBelfastBT7 2JB
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
British
Born June 1969 (57)
Director · Appointed 31 August 2026
Northern Irish
Born February 1977 (49)
Officer history (2 former)
31 August 2026
31 August 2026
31 August 2026
31 August 2026
Resigned Topping, Bruce as Secretary
2 July 2021
2 July 2021
Appointed Topping, Bruce as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 July 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. Ni675332
Former controllers (1)
2 July 2021
Ceased Kenneth Rea James — Owns 50–75% of shares
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Amber River Limited Owns 75–100% of shares
Amber River Investment Solutions LLP Holds 75–100% of voting rights
Johnston Financial Asset Management Limited Owns 75–100% of shares
Chancery Financial Planning Holdings Limited Owns 75–100% of shares
Amber River Chancery Ltd Owns 75–100% of shares
Chancery Financial Planning LLP Holds 75–100% of voting rights
H B Cranfield Wealth Management Ltd. Owns 75–100% of shares
John Eames Limited Owns 75–100% of shares
CM Bidco Limited Owns 75–100% of shares
DMWSL 946 Limited Owns 75–100% of shares
CC Topco Limited Owns 75–100% of shares
CC Bidco Limited Owns 75–100% of shares
Charles Cameron and Associates Limited Owns 75–100% of shares
Emery (Ifa) Limited Owns 75–100% of shares
J M Wakeling Independent Financial Advisers Limited Owns 75–100% of shares
The Broughton Wilkins Partnership Ltd Owns 75–100% of shares
Hyacinth Bidco Limited Owns 75–100% of shares
Heritage Financial Limited Owns 75–100% of shares
Jacaranda Bidco Limited Owns 75–100% of shares
Johnston Financial Limited Owns 75–100% of shares
Poise Financial Planning Limited Owns 75–100% of shares
Johnston Campbell Holdings Limited Owns 75–100% of shares
Spring Meadow Investment Ltd Owns 75–100% of shares
Bartholomew & James (Financial Services) Limited This company Owns 75–100% of shares
Larkspur Bidco Limited Owns 75–100% of shares
Haywood & Co Financial Planning Limited Owns 75–100% of shares
Huntington Ross Financial Services Limited Owns 75–100% of shares
Leodis Wealth Limited Owns 75–100% of shares
MSM Independent Financial Services Limited Owns 75–100% of shares
Premier Financial Management Ltd Owns 75–100% of shares
Regrowth Holdings Limited Owns 75–100% of shares
Hugh Davies Associates Limited Owns 75–100% of shares
Kingfurness & Associates Limited Owns 75–100% of shares
RTFP Holdings Limited Owns 75–100% of shares
Sfia 2020 Limited Owns 75–100% of shares
Eastwood Financial Solutions Ltd Owns 75–100% of shares
Sfia Wealth Management Limited Owns 75–100% of shares
Shipman Group Holdings Limited Holds 75–100% of voting rights
Astute Money Financial Planning Ltd Owns 75–100% of shares
Shipman Group Limited Owns 75–100% of shares
Shipman Wealth Management Ltd Owns 75–100% of shares
Whichers Ifa Limited Owns 75–100% of shares
Socium Group Nominee Limited Owns 75–100% of shares
Tam Financial Ltd Owns 50–75% of shares
Tam Asset Management Ltd Owns 75–100% of shares
Tam Work Place Pensions Ltd Owns 75–100% of shares
You Give We Give Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £302,698
- Cash
- £414,171
- Employees
- 5
- Debt Ratio
- 29%
- Current Ratio
- 3.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2023 | 2022 | 2019 | |
|---|---|---|---|---|
| Fixed Assets | £2,302 | £4,828 | £6,941 | £4,902 |
| Current Assets | £422,604 | £366,882 | £357,326 | £675,020 |
| Debtors | £7,853 | |||
| Cash | £414,171 | £355,761 | £346,905 | £667,167 |
| Creditors (< 1 year) | £121,632 | £103,974 | £79,970 | £87,137 |
| Net Current Assets | £300,972 | £262,908 | £277,356 | £587,883 |
| Net Assets | £302,698 | £266,529 | £282,978 | £591,951 |
| Shareholder Funds | £591,951 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 October 2026 | Change of details for a person with significant control | |||
| 15 September 2026 | Particulars of variation of rights attached to shares | |||
| 15 September 2026 | Statement of company's objects | |||
| 15 September 2026 | Memorandum and Articles of Association | |||
| 15 September 2026 | Resolutions |
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