Joanna Toon Wealth Management Limited

Company number: 09125417
Status: Active
Type: Private Limited Company
Incorporated: 10 Jul 2014
Nature of business: Fund management activities

Registered office

Foxhall Business Centre
Foxhall Road
Nottingham
NG7 6LH

Officers

Name	Role	Appointed	Resigned
TOON, Joanna	Director	10 Jul 2014	2 Sep 2026
YERGATIAN-MURFITT, Loutfig	Director	2 Sep 2026

Control

Name	Nature of control	Notified	Ceased
Miss Joanna Toon	Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent	6 Apr 2016	2 Sep 2026
Trinity View Wealth Partners Limited	Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors	2 Sep 2026

Accounts

Year ended	Net assets	Cash	Employees
31 Jul 2025	£276,647	£238,024	2
31 Jul 2024	£246,115	£230,624	2
31 Jul 2023	£251,538	£225,949	2
31 Jul 2022	£283,780	£244,644	2
31 Jul 2021	£140,982	£187,906	2
31 Jul 2020	£169,000	£160,634	2
31 Jul 2019	£119,814	£125,784	3
31 Jul 2018	£97,245	£102,500	2
31 Jul 2017	£60,729	£68,735	5
31 Jul 2016	£26,326	£51,087	-
31 Jul 2015	-	-	-

Connections

Owned by

Joanna Toon Wealth Management Limited → Murfitt Wealth Management Limited

Directors’ other companies

YERGATIAN-MURFITT, Loutfig - Director at Murfitt Wealth Management Limited

Companies at the same address

Data