# JLM Independent Wealth Management Ltd

## Details

- **Company number:** [07759663](https://find-and-update.company-information.service.gov.uk/company/07759663)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 1 Sep 2011
- **Registered office:** 122 WHINBUSH ROAD, HITCHIN, SG5 1PN
- **Nature of business:** [82990](/sic/82990) Other business support service activities n.e.c.
- **Corporate group:** [Fierce Grace Limited](/group/20154) (19 companies)




## 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 2016 | £457 | £14,223 | - |
| 31 Mar 2012 | £1 | £1 | - |



## Owned by

JLM Independent Wealth Management Ltd → [Charlie Puffin Wealth Limited](/company/15563657) → [Charlie Puffin Group Limited](/company/14038411)





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