{ "company_number": "08231514", "name": "AJG Wealth Management Limited", "url": "/company/08231514", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2012-09-27", "dissolved_on": null, "sic_codes": [ { "code": "66290", "description": "Other activities auxiliary to insurance and pension funding", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/66290" } ], "registered_address": { "id": 958317, "url": "/address/958317", "line1": "14 PRIMROSE HILL", "line2": "", "post_town": "BRENTWOOD", "county": "ESSEX", "country": "ENGLAND", "postcode": "CM14 4LT" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08231514", "previous_names": [], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-06-30", "last_made_up": "2025-09-30", "category": "UNAUDITED ABRIDGED", "filings": [ { "url": "/company/08231514/accounts/2025-09-30", "pdf_url": "/company/08231514/accounts/2025-09-30.pdf", "made_up_date": "2025-09-30", "period_start": "2025-09-30", "period_end": "2025-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "1569784.00", "debtors": "68319.00", "cash_bank_in_hand": "12958.00", "current_assets": "81277.00", "creditors_due_within_one_year": "556924.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-475647.00", "total_assets_less_current_liabilities": "1094137.00", "net_assets_liabilities": "230212.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "230210.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2026.zip" }, { "url": "/company/08231514/accounts/2024-09-30", "pdf_url": "/company/08231514/accounts/2024-09-30.pdf", "made_up_date": "2024-09-30", "period_start": "2024-09-30", "period_end": "2024-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "2654477.00", "debtors": "2792.00", "cash_bank_in_hand": "1.00", "current_assets": "2793.00", "creditors_due_within_one_year": "296157.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-293364.00", "total_assets_less_current_liabilities": "2361113.00", "net_assets_liabilities": "959830.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "959828.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2025.zip" }, { "url": "/company/08231514/accounts/2023-09-30", "pdf_url": "/company/08231514/accounts/2023-09-30.pdf", "made_up_date": "2023-09-30", "period_start": "2023-09-30", "period_end": "2023-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2549183.00", "debtors": "3432.00", "cash_bank_in_hand": "38.00", "current_assets": "3470.00", "creditors_due_within_one_year": "254025.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-250555.00", "total_assets_less_current_liabilities": "2298628.00", "net_assets_liabilities": "766466.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "766464.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2024.zip" }, { "url": "/company/08231514/accounts/2022-09-30", "pdf_url": "/company/08231514/accounts/2022-09-30.pdf", "made_up_date": "2022-09-30", "period_start": "2022-09-30", "period_end": "2022-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "3.00", "tangible_fixed_assets": "2548783.00", "debtors": "3514.00", "cash_bank_in_hand": "38678.00", "current_assets": "42192.00", "creditors_due_within_one_year": "176955.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-134763.00", "total_assets_less_current_liabilities": "2414020.00", "net_assets_liabilities": "650528.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "650526.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2023.zip" }, { "url": "/company/08231514/accounts/2021-09-30", "pdf_url": "/company/08231514/accounts/2021-09-30.pdf", "made_up_date": "2021-09-30", "period_start": "2021-09-30", "period_end": "2021-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "2046287.00", "debtors": "23374.00", "cash_bank_in_hand": "3784.00", "current_assets": "27158.00", "creditors_due_within_one_year": "173817.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-146659.00", "total_assets_less_current_liabilities": "1899628.00", "net_assets_liabilities": "412491.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "412489.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2022.zip" }, { "url": "/company/08231514/accounts/2020-09-30", "pdf_url": "/company/08231514/accounts/2020-09-30.pdf", "made_up_date": "2020-09-30", "period_start": "2020-09-30", "period_end": "2020-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "1804070.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "28152.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "325355.00", "total_assets_less_current_liabilities": "1478715.00", "net_assets_liabilities": "253285.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "253285.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2021.zip" }, { "url": "/company/08231514/accounts/2019-09-30", "pdf_url": "/company/08231514/accounts/2019-09-30.pdf", "made_up_date": "2019-09-30", "period_start": "2019-09-30", "period_end": "2019-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": "0.00", "tangible_fixed_assets": "1762770.00", "debtors": "30079.00", "cash_bank_in_hand": "13059.00", "current_assets": "43138.00", "creditors_due_within_one_year": "205540.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-162402.00", "total_assets_less_current_liabilities": "1600368.00", "net_assets_liabilities": "86175.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "86173.00", "shareholder_funds": "2.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2020.zip" }, { "url": "/company/08231514/accounts/2018-09-30", "pdf_url": "/company/08231514/accounts/2018-09-30.pdf", "made_up_date": "2018-09-30", "period_start": "2018-09-30", "period_end": "2018-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "928168.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "33678.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "51729.00", "total_assets_less_current_liabilities": "876439.00", "net_assets_liabilities": "81765.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "81765.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2019.zip" }, { "url": "/company/08231514/accounts/2017-09-30", "pdf_url": "/company/08231514/accounts/2017-09-30.pdf", "made_up_date": "2017-09-30", "period_start": "2017-09-30", "period_end": "2017-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "668899.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "118958.00", "creditors_due_within_one_year": "96387.00", "creditors_due_after_one_year": "569500.00", "net_current_assets_liabilities": "22571.00", "total_assets_less_current_liabilities": "691470.00", "net_assets_liabilities": "121570.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "121570.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2018.zip" }, { "url": "/company/08231514/accounts/2016-09-30", "pdf_url": "/company/08231514/accounts/2016-09-30.pdf", "made_up_date": "2016-09-30", "period_start": "2016-09-30", "period_end": "2016-09-30", "entity_name": "AJG Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "685009.00", "debtors": null, "cash_bank_in_hand": "38353.00", "current_assets": "38353.00", "creditors_due_within_one_year": "699836.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-661483.00", "total_assets_less_current_liabilities": "23526.00", "net_assets_liabilities": "22904.00", "called_up_share_capital": "2.00", "profit_loss_account_reserve": "22902.00", "shareholder_funds": "22904.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2017.zip" } ], "pdf_only_filings": [ { "made_up_date": "2015-09-30", "filing_date": "2015-12-16", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/08231514/accounts/2015-09-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08231514/filing-history/MzEzNzQ3MDcxMGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2014-09-30", "filing_date": "2015-06-26", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/08231514/accounts/2014-09-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08231514/filing-history/MzEyNTg2MzIxNGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2013-09-30", "filing_date": "2014-07-03", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/08231514/accounts/2013-09-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08231514/filing-history/MzEwMzA0NTAzNWFkaXF6a2N4/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/08231514/filing-history" }, "confirmation_statement": { "next_due": "2026-10-11", "last_made_up": "2025-09-27" }, "officers": [], "psc": [ { "name": "Mr Adam Guernari", "kind": "individual-person-with-significant-control", "person_url": "/person/56873", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-50-to-75-percent" ], "notified_on": "2017-10-01", "ceased_on": null, "nationality": "British", "country_of_residence": "England", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-14T22:50:00.959197+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }