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
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| YERGATIAN-MURFITT, Loutfig | Director | 2 Sep 2026 | |
| TOON, Joanna | Director | 10 Jul 2014 | 2 Sep 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 | |
| Miss Joanna Toon | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2016 | 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 | 2 |
| 31 Jul 2018 | £97,245 | £102,500 | 3 |
| 31 Jul 2017 | £60,729 | £68,735 | 2 |
| 31 Jul 2016 | £26,326 | £51,087 | - |
| 31 Jul 2015 | - | - | - |
Connections
Owned by
Joanna Toon Wealth Management Limited → Trinity View Wealth Partners Limited
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