JLM Independent Wealth Management Ltd
- Company number
- 07759663
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 1 Sep 2011
- Nature of business
- Other business support service activities n.e.c.
- Corporate group
- Fierce Grace Limited (19 companies)
Registered office
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Julian Guy Charles Seymour | Ownership Of Shares 25 To 50 Percent | 30 Jun 2016 | 1 Jun 2024 |
| Mr Rory Rajan Joseph | Ownership Of Shares 50 To 75 Percent | 30 Jun 2016 | 14 Jun 2024 |
| Charlie Puffin Wealth Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
14 Jun 2024 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £616,940 | £58,397 | 0 |
| 31 Mar 2024 | £697,546 | £198,338 | 0 |
| 31 Mar 2023 | £656,460 | £246,959 | 0 |
| 31 Mar 2022 | £381,868 | - | 2 |
| 31 Mar 2021 | £123,751 | - | 2 |
| 31 Mar 2020 | £62,285 | - | 2 |
| 31 Mar 2019 | £210 | - | - |
| 31 Mar 2018 | £11,104 | - | - |
| 31 Mar 2017 | - | - | - |
| 31 Mar 2016 | £457 | £14,223 | - |
| 31 Mar 2015 | - | - | - |
| 31 Mar 2014 | - | - | - |
| 31 Mar 2013 | - | - | - |
| 31 Mar 2012 Dormant | £1 | £1 | - |
Connections
Owned by
JLM Independent Wealth Management Ltd → Charlie Puffin Wealth Limited → Charlie Puffin Group Limited
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