A & J Wealth Management Limited
- Company number
- 05105933
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 19 Apr 2004
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- AFH Financial Group Limited (8 companies)
Registered office
Previous names
- A & J Financial Services (Maidenhead) Limited (until 2 Aug 2011)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| JONES, Anne Christine | Director | 22 Aug 2007 | 23 Mar 2018 |
| JONES, Anne Christine | Secretary | 19 Apr 2004 | 23 Mar 2018 |
| BROAD, Austin David | Director | 8 Oct 2025 | |
| JONES, Gareth Sutton | Director | 19 Apr 2004 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Anne Christine Jones | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 1 Mar 2020 |
| Mr Gareth Sutton Jones | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent |
6 Apr 2016 | 21 Feb 2024 |
| Afh Financial Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
7 Jul 2026 |
Accounts
| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 Oct 2025 | - | - | £600,736 | 0 |
| 31 Oct 2024 | - | - | £716,398 | 32 |
| 21 Feb 2024 | - | - | £1,393,699 | 36 |
| 31 Mar 2023 | - | £1,946,523 | £113,990 | 41 |
| 31 Mar 2022 | £4,268,767 | £2,592,967 | £245,389 | 32 |
| 31 Mar 2021 | - | £861,871 | £407,493 | 31 |
| 31 Mar 2020 | - | £1,063,441 | £45,373 | 24 |
| 31 Mar 2019 | - | - | £47,289 | - |
| 31 Mar 2018 | - | £2,060,208 | £106 | 25 |
| 31 Mar 2017 | - | £1,917,629 | £92,893 | 25 |
| 31 Mar 2016 | - | £1,962,617 | £71 | - |
| 31 Mar 2015 | - | - | - | - |
| 31 Mar 2014 | - | - | - | - |
| 31 Mar 2013 | - | - | - | - |
| 31 Mar 2012 | - | - | - | - |
| 31 Mar 2011 | - | - | - | - |
| 31 Mar 2010 | - | - | - | - |
| 31 Mar 2009 | - | - | - | - |
| 31 Mar 2008 | - | - | - | - |
| 31 Mar 2007 | - | - | - | - |
| 31 Mar 2006 | - | - | - | - |
| 31 Mar 2005 | - | - | - | - |
Connections
Owned by
A & J Wealth Management Limited → AFH Financial Group Limited
Directors’ other companies
- JONES, Gareth Sutton - Director at Copperkins Management Services Limited
Companies at the same address
- AFH Acquisitions Limited (07006818)
- AFH Corporate Services Limited (09269440)
- AFH Financial Group Limited (07638831)
- AFH Group Limited (02557859)
- AFH Independent Financial Services Limited (04049180)
- AFH Legal Limited (07826312)
- Applewood Independent Ltd (03565805)
- Avidity Wealth Management Holdings Limited (07239767)
- Avidity Wealth Management Limited (07239722)
- Banks Wealth Management Limited (07509349)