# JRW Financial Management Ltd

## Details

- **Company number:** [SC550645](https://find-and-update.company-information.service.gov.uk/company/SC550645)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 18 Nov 2016
- **Registered office:** PRIORY VIEW, VICTORIA ROAD, KIRKCALDY, KY1 2SA
- **Nature of business:** [64205](/sic/64205) Activities of financial services holding companies
- **Corporate group:** [S-O Mid Corp Limited](/group/82731) (402 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CARTY, Anthony Valentine | director | 30 Jan 2026 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Karen Walsh | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 4 Jul 2022 | 30 Jan 2026 |
| Mr Ian Walsh | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 18 Nov 2016 | 30 Jan 2026 |
| Cbpe Capital X Gp Llp | ownership-of-shares-50-to-75-percent | 30 Jan 2026 |  |
| Cbpe Capital Llp | ownership-of-shares-50-to-75-percent, voting-rights-75-to-100-percent | 30 Jan 2026 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jan 2026 | £45,809 | £12,183 | 5 |
| 30 Nov 2024 | £21,660 | £34,955 | 7 |
| 30 Nov 2023 | £37,702 | £31,902 | 7 |
| 30 Nov 2022 | £58,967 | £78,104 | 6 |
| 30 Nov 2021 | £34,556 | £75,876 | 5 |
| 30 Nov 2020 | £8,315 | £63,081 | 4 |
| 30 Nov 2019 | £8,916 | £20,504 | 2 |
| 30 Nov 2018 | £7,293 | £13,499 | 2 |
| 30 Nov 2017 | £1,469 | £6,905 | 2 |



## Owned by

JRW Financial Management Ltd → [Cbpe Capital LLP](/company/OC305899)




## Directors' other companies

- [CARTY, Anthony Valentine](/person/5435891) - director at [Six Q Financial Planning Limited](/company/12543728)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Cairn Independent Limited](/company/SC147311)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Cairn Nexus Limited](/company/SC400409)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Tailormade Financial Services Limited](/company/04423096)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Lifestyle Pensions And Investments Ltd](/company/11361476)
- [CARTY, Anthony Valentine](/person/5435891) - director at [London Private Wealth Limited](/company/04193875)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Clifton Wealth Partnership Portishead Limited](/company/10878208)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Capel Court Holdings Limited](/company/01953728)
- [CARTY, Anthony Valentine](/person/5435891) - director at [Capel Court Limited](/company/02686967)



## Companies at the same address

- [Cairn Corporate Ltd](/company/SC401788) (SC401788)
- [Cairn Independent Limited](/company/SC147311) (SC147311)
- [Cairn Nexus Limited](/company/SC400409) (SC400409)
- [Pentland 1709 Limited](/company/SC674793) (SC674793)