# JB Wealth Management Limited

## Details

- **Company number:** [01347949](https://find-and-update.company-information.service.gov.uk/company/01347949)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 13 Jan 1978
- **Registered office:** 8-10 SOUTH STREET, EPSOM, SURREY, KT18 7PF
- **Nature of business:** [65110](/sic/65110) Life insurance, [65120](/sic/65120) Non-life insurance, [65202](/sic/65202) Non-life reinsurance


## Previous names

- Jenner Baldock Limited (until 22 Dec 2000)
- Charles Stapleton Insurance Brokers Limited (until 3 Sep 1985)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Jbwm Broadway Limited | ownership-of-shares-75-to-100-percent | 15 Feb 2022 |  |
| Mrs Rosemarie Walton | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 19 May 2016 | 15 Feb 2022 |
| Mr Russell Walton | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 19 May 2016 | 15 Feb 2022 |
| Mr Tom Dore | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 19 May 2016 | 23 Apr 2018 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | £518,771 | £636,647 | 9 |
| 31 Dec 2024 | £430,703 | £525,143 | 9 |
| 31 Dec 2023 | £443,373 | £395,977 | 8 |
| 31 Dec 2022 | £401,841 | £357,980 | 7 |
| 31 Dec 2021 | £367,370 | £294,584 | 7 |
| 31 Dec 2020 | £262,529 | £245,141 | 9 |
| 31 Dec 2019 | £206,032 | £28,248 | 9 |
| 31 Dec 2018 | £114,505 | £21,925 | 8 |
| 31 Dec 2017 | £52,331 | £83,742 | 8 |
| 31 Dec 2016 | £14,712 | £187,046 | 8 |
| 31 Dec 2015 | £14,192 | £106,969 | - |
| 31 Dec 2014 | £133,120 | £427,310 | - |
| 31 Dec 2013 | £123,178 | £205,564 | - |
| 31 Dec 2012 | £112,768 | £46,569 | - |
| 31 Dec 2011 | £110,248 | £90,793 | - |
| 31 Dec 2010 | £73,691 | £130,290 | - |



## Owned by

JB Wealth Management Limited → [Jbwm Broadway Limited](/company/11217805)





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