Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 31 January 2026
- Conf. stmt due
- 13 April 2027
- Last conf. stmt
- 30 March 2026
JRW Financial Management Ltd
- Incorporated
- 18 November 2016 (9 years)
- Industry
- Activities of financial services holding companies (64205)
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- Priory ViewVictoria RoadKirkcaldyKY1 2SA
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 January 2026
Owns 50–75% of shares
Holds 75–100% of voting rights
Limited Liability Partnership
Reg. no. Oc305899
Limited Liability Partnership
Reg. no. Oc429862
Former controllers (2)
30 January 2026
Ceased Karen Walsh — Owns 25–50% of shares
30 January 2026
Ceased Ian Walsh — Owns 50–75% of shares
Group structure 60 shown
Ownership group derived from the Companies House PSC register
AI Topco Limited Holds 50–75% of voting rights
AI Holdco Limited Owns 75–100% of shares
AI Midco Limited Owns 75–100% of shares
Apollo 2024 Topco Limited Holds 50–75% of voting rights
Apollo 2024 Midco Limited Owns 75–100% of shares
Apollo 2024 Holdco Limited Owns 75–100% of shares
Banyard Independent Advice Services Ltd Holds 75–100% of voting rights
Blatchford Central Services Limited Holds 75–100% of voting rights (as a firm)
Blatchford Products Holdings Limited Owns 75–100% of shares
Blatchford Products Limited Owns 75–100% of shares
Chas. A. Blatchford & Sons Holdings Limited Owns 75–100% of shares
Blatchford Limited Owns 75–100% of shares
Bridge Topco UK Limited Owns 75–100% of shares (as a firm)
Bridge Holdco UK Limited Owns 75–100% of shares
Bridge Midco Limited Owns 75–100% of shares
Cairn Nexus Limited Holds 75–100% of voting rights
Cairn Independent Limited Owns 75–100% of shares
Cbpe Capital IX Founders LP Holds 75–100% of voting rights
Cbpe Capital Viii GP LP Has significant influence or control
Cbpe Capital Viii Special Investors LP Has significant influence or control
Cbpe Capital X Founders LP Has significant influence or control
Cbpe Holdings Limited Owns 75–100% of shares (as a firm)
Cbpe Capital IX GP LLP Holds 25–50% of voting rights
Etl Midco Limited Owns 75–100% of shares
Evolution Finco Limited Owns 75–100% of shares (as a firm)
Evolution Midco Limited Owns 75–100% of shares (as a firm)
Cbpe Capital X GP LLP Holds 25–50% of voting rights
Charlie Topco Limited Has significant influence or control
Cutting & Carter Limited Owns 50–75% of shares
Dukes Independent Financial Advisers Ltd Owns 50–75% of shares
HF Topco Limited Owns 25–50% of shares
Lifestyle Pensions and Investments Ltd Owns 50–75% of shares
Project Orion Topco Limited Owns 25–50% of shares
Project Thor Topco Limited Owns 50–75% of shares
Ralph Finco Limited Owns 75–100% of shares
Six Q Financial Planning Limited Owns 50–75% of shares
Cbpe GP Limited Owns 75–100% of shares
Cbpe Limited Owns 75–100% of shares
Cbpe Nominees Limited Owns 75–100% of shares (as a firm)
Atlas 2026 Topco Limited Owns 25–50% of shares
Cbpe XI Founders LP Has significant influence or control
Clifton Asset Management Limited Holds 75–100% of voting rights
Capel Court Holdings Limited Owns 75–100% of shares
Clifton Compliance Services Ltd Owns 75–100% of shares
Clifton Connects Limited Owns 75–100% of shares
Clifton Consulting Ltd Owns 75–100% of shares
Clifton Wealth Partnership (Aberdeen) Limited Owns 75–100% of shares
Clifton Wealth Partnership (Stroud) Ltd Owns 75–100% of shares
Clifton Wealth Partnership Ltd Owns 75–100% of shares
Clifton Wealth Partnership Portishead Limited Owns 75–100% of shares
Eden Park Investment Management Ltd Owns 75–100% of shares
London Private Wealth Limited Owns 75–100% of shares
Morgan Lloyd Administration Limited Owns 75–100% of shares
Clifton Wealth Partnership (Ipswich) Ltd Holds 75–100% of voting rights
JRW Financial Management Ltd This company Holds 75–100% of voting rights
Financials
Balance sheet as at 31 January 2026 · total exemption full accounts
- Net Assets
- £45,809
- Cash
- £12,183
- Employees
- 4
- Debt Ratio
- 56%
- Current Ratio
- 1.8x
Trend
Net Assets
Balance sheet detail
| 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £1 | £514 | £1,602 | £2,691 | £3,347 | £3,730 | £3,641 |
| Current Assets | £103,089 | £39,854 | £67,336 | £115,091 | £93,432 | £84,321 | £42,167 |
| Debtors | £90,906 | £4,899 | £35,434 | £17,556 | £21,240 | £21,663 | |
| Cash | £12,183 | £34,955 | £31,902 | £78,104 | £75,876 | £63,081 | £20,504 |
| Creditors (< 1 year) | £57,281 | £18,494 | £30,874 | £49,236 | £42,559 | £44,860 | £36,200 |
| Creditors (> 1 year) | £9,068 | £19,028 | £34,167 | ||||
| Net Current Assets | £45,808 | £21,360 | £36,462 | £65,855 | £50,873 | £39,461 | £5,967 |
| Net Assets | £45,809 | £21,660 | £37,702 | £58,967 | £34,556 | £8,315 | £8,916 |
| Shareholder Funds | £45,809 | £21,660 | £37,702 | £8,315 | £8,916 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 May 2026 | Total exemption full accounts | 31 January 2026 | ||
| 29 April 2026 | Confirmation statement with no updates | 30 March 2026 | ||
| 10 March 2026 | Current accounting period shortened | |||
| 9 March 2026 | Notification of a person with significant control | |||
| 9 March 2026 | Notification of a person with significant control |
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