JRT Wealth Management Limited
- Company number
- 07887215
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 20 Dec 2011
- Nature of business
- Dormant Company
- Corporate group
- GMV Nominees Ltd (50683 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WARD, Sam Philip | Director | 23 Jul 2026 | |
| HESKETH, David John Philip | Director | 4 Jul 2024 | 23 Jul 2026 |
| HEPWORTH, Julie Suzanne | Director | 4 Jul 2024 | 4 Jul 2024 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
4 Jul 2024 | |
| Mr Jamie Richard Tocher | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Apr 2016 | 4 Jul 2024 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | - | - | - |
| 31 Dec 2024 | - | - | - |
| 31 Dec 2023 | £441,630 | £32,894 | 2 |
| 31 Dec 2022 | £211,925 | £80,995 | 2 |
| 31 Dec 2021 | £41,636 | £182,668 | 2 |
| 31 Dec 2020 | £431,947 | £116,015 | 2 |
| 31 Dec 2019 | £539,104 | £51,329 | 2 |
| 31 Dec 2018 | - | - | - |
| 31 Dec 2017 | - | - | - |
| 31 Dec 2016 | - | - | - |
| 31 Dec 2015 | - | - | - |
| 31 Dec 2014 | £371,714 | £63 | - |
| 31 Dec 2013 | £249,209 | £25 | - |
| 31 Dec 2012 | £153,324 | £20,547 | - |
Connections
Owned by
JRT Wealth Management Limited → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (Avon) Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
Companies at the same address
- A To Z Financial Planning Limited (05714997)
- Abbey Meads Financial Ltd (03005688)
- Accord Financial Management Limited (05195534)
- Airedale Pfs Limited (05316639)
- Avon Financial Advisers Limited (04355884)
- Beanland Financial Services Limited (06733970)
- Belper Independent Financial Solutions Limited (08028528)
- BLM Partnership Limited (03577162)
- Bowman Financial Planning Limited (02848374)
- Bsqfa Limited (05313715)