JB WEALTH MANAGEMENT LIMITED - Check The Company

JB WEALTH MANAGEMENT

Phone: 02086 617 222

A⁺ rating

ABOUT JB WEALTH MANAGEMENT LIMITED

JB Wealth Management Ltd was established in 1991 with the aim of providing professional advice to help clients achieve their financial goals. Our philosophy has never changed…we are in this business to help people.

Clients choose us because we are financial experts with a blend of good old fashioned professionalism and a bit of modern flair.

We won’t recommend a product just to make a profit. Your first consultation is free, meaning that you are under no obligation.

JB Wealth Management Ltd are ready to help you

Get in touch with us. If you have any questions or queries, our friendly and experienced team are ready to help.

KEY FINANCES

Year

2016

Assets

£208.28k ^{▲ £99.98k (92.32 %)}

Cash

£187.05k ^{▲ £80.08k (74.86 %)}

Liabilities

£80k ^{▼ £-24.5k (-23.45 %)}

Net Worth

£128.27k ^{▲ £124.48k (3,283.59 %)}

Download Balance Sheet for 2009-2016

REGISTRATION INFO

Company name: JB WEALTH MANAGEMENT LIMITED
Company number: 01347949
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 13 Jan 1978
Age - 48 years
Home Country: United Kingdom

CONTACTS

Website: jbwm.co.uk
Phones: 02086 617 222
02087 709 154
Registered Address: 8-10 SOUTH STREET,
EPSOM,
SURREY,
KT18 7PF

ECONOMIC ACTIVITIES

65110: Life insurance
65120: Non-life insurance
65202: Non-life reinsurance

LAST EVENTS

17 Aug 2016: Total exemption small company accounts made up to 31 December 2015
20 May 2016: Annual return made up to 18 May 2016 with full list of shareholders Statement of capital on 2016-05-20 GBP 5,000
21 Sep 2015: Total exemption small company accounts made up to 31 December 2014

CHARGES

24 March 2003
Status: Outstanding
Delivered: 29 March 2003
Persons entitled: Hsbc Bank PLC
Description: Fixed and floating charges over the undertaking and all…

See Also

JB LANDSCAPING LTD JB LIFT CONSULTANTS LIMITED JB-AV LIMITED JBC DESIGN CONSULTANTS LIMITED JBC SKILLS TRAINING LIMITED JBD EVENTS LIMITED

Last update 2018

JB WEALTH MANAGEMENT LIMITED DIRECTORS

Russell Walton

Acting

Appointed: 23 September 2004
Occupation: Financial Adviser
Role: Secretary
Nationality: British
Address: 8-10 South Street, Epsom, Surrey, KT18 7PF
Name: WALTON, Russell

Thomas Jospeh Dore

Acting

Appointed: 23 September 2004
Occupation: Financial Adviser
Role: Director
Age: 78
Nationality: British
Address: 8-10 South Street, Epsom, Surrey, KT18 7PF
Country Of Residence: United Kingdom
Name: DORE, Thomas Jospeh

Russell Walton

Acting

Appointed: 23 September 2004
Occupation: Financial Adviser
Role: Director
Age: 63
Nationality: British
Address: 8-10 South Street, Epsom, Surrey, KT18 7PF
Country Of Residence: United Kingdom
Name: WALTON, Russell

Piers Chalinor

Resigned

Appointed: 30 June 1995
Resigned: 31 December 1998
Role: Secretary
Address: 5 Prior Bolton Street, London, N1 2NX
Name: CHALINOR, Piers

Ronald Thomas Jenner

Resigned

Resigned: 30 June 1994
Role: Secretary
Address: Verona Hook Heath Road, Woking, Surrey, GU22 0DP
Name: JENNER, Ronald Thomas

Malcolm Stephen Paul

Resigned

Appointed: 30 June 1994
Resigned: 30 June 1995
Role: Secretary
Address: Kimberley 4 Grove Shaw, Kingswood Court, Tadworth, Surrey, KT20 6QL
Name: PAUL, Malcolm Stephen

Eustace Justin St John Thomas

Resigned

Appointed: 31 December 1998
Resigned: 25 April 2005
Occupation: Insurance Broker
Role: Secretary
Nationality: British
Address: 6 West Dene, Cheam, Sutton, Surrey, SM3 8BW
Name: THOMAS, Eustace Justin St John

Derek Adams

Resigned

Appointed: 01 July 1995
Resigned: 31 December 1998
Occupation: Financial Consultant
Role: Director
Age: 76
Nationality: British
Address: 3 Primrose Gardens, South Wood, Farnborough, Hampshire, GU14 0RD
Name: ADAMS, Derek

Piers Chalinor

Resigned

Appointed: 01 July 1994
Resigned: 31 December 2000
Occupation: Insurance Broker
Role: Director
Age: 77
Nationality: British
Address: 5 Prior Bolton Street, London, N1 2NX
Name: CHALINOR, Piers

Ronald Thomas Jenner

Resigned

Resigned: 30 June 1994
Occupation: Director
Role: Director
Age: 96
Nationality: British
Address: Verona Hook Heath Road, Woking, Surrey, GU22 0DP
Name: JENNER, Ronald Thomas

Ronald Thomas Jenner

Resigned

Resigned: 30 June 1994
Occupation: Director
Role: Director
Age: 96
Nationality: British
Address: Verona Hook Heath Road, Woking, Surrey, GU22 0DP
Name: JENNER, Ronald Thomas

Margaret Mary Ohagan

Resigned

Appointed: 31 December 1998
Resigned: 29 January 1999
Occupation: Administrator
Role: Director
Age: 76
Nationality: British
Address: 63 Burdon Lane, Cheam, Sutton, Surrey, SM2 7BY
Name: OHAGAN, Margaret Mary

Patrick James Ohagan

Resigned

Appointed: 31 December 2000
Resigned: 25 April 2005
Occupation: Insurance Broker
Role: Director
Age: 79
Nationality: British
Address: 63 Burdon Lane, Cheam, Sutton, Surrey, SM2 7BY
Name: OHAGAN, Patrick James

Malcolm Stephen Paul

Resigned

Resigned: 30 June 1995
Occupation: Director
Role: Director
Age: 74
Nationality: British
Address: Kimberley 4 Grove Shaw, Kingswood Court, Tadworth, Surrey, KT20 6QL
Name: PAUL, Malcolm Stephen

Eustace Justin St John Thomas

Resigned

Appointed: 31 December 1998
Resigned: 25 April 2005
Occupation: Insurance Broker
Role: Director
Age: 86
Nationality: British
Address: 6 West Dene, Cheam, Sutton, Surrey, SM3 8BW
Country Of Residence: England
Name: THOMAS, Eustace Justin St John

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Excellent according to the company’s financial health.