# Joanna Toon Wealth Management Limited

## Details

- **Company number:** [09125417](https://find-and-update.company-information.service.gov.uk/company/09125417)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 10 Jul 2014
- **Registered office:** FOXHALL BUSINESS CENTRE, FOXHALL ROAD, NOTTINGHAM, NG7 6LH
- **Nature of business:** [66300](/sic/66300) Fund management activities



## 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 | - |



## Owned by

Joanna Toon Wealth Management Limited → [Murfitt Wealth Management Limited](/company/13765258)




## Directors' other companies

- [YERGATIAN-MURFITT, Loutfig](/person/8177095) - director at [Murfitt Wealth Management Limited](/company/13765258)



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