A & J WEALTH MANAGEMENT LIMITED
Company number 05105933 · Monitor this company
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Shareholders' funds
£3,745,498
Balance sheet as at 2025-10-31
What it does
The principal activity of the company continued to be that of carrying out the business of an independent financial adviser, discretionary fund manager and pensions administrator.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2004-04-19
- Employees
- 30 (2025 accounts)
- Registered office
- Afh House Buntsford Drive, Stoke Heath, Bromsgrove, England, B60 4JE
- Postcode
- B60 4JE
- Capital
- 24 GBP
- Accounts category
- Full
- Charges
- 2 outstanding
Accounts
- Last made up to
- 2025-10-31
- Next due by
- 2027-07-31
- Financial year end
- 31 October
Confirmation statement
- Last statement dated
- 2026-07-23
- Next due by
- 2027-08-06
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current · 16 resigned
Group structure 9 subsidiaries
Controlled by AFH FINANCIAL GROUP LIMITED — since 2026-07-07
-
A & J WEALTH INVESTMENT (MPFP) LIMITED Dissolved
-
A & J WEALTH INVESTMENT (REDWOOD) LTD Dissolved
-
A & J WEALTH INVESTMENTS LIMITED Dissolved
-
A&J WEALTH INVESTMENTS (RFS) LTD Dissolved
-
AVOS LIMITED Dissolved
-
MALCOLM PURRELL FINANCIAL PLANNING LTD Dissolved
-
MPFP LIMITED Dissolved
From persons-with-significant-control filings on the public register.
Previous company names
| Name | Date changed |
|---|---|
| A & J FINANCIAL SERVICES (MAIDENHEAD) LIMITED | 2011-08-02 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| SAWFORDS BIGFRITH LANE, CLOOKHAM DEAN, BERKSHIRE, SL6 9PH | 2017-01-20 |
| BATCHWORTH HOUSE BATCHWORTH PLACE, CHURCH STREET,, RICKMANSWORTH,, HERTFORDSHIRE, WD3 1JE | 2016-04-21 |
| BATCHWORTH HOUSE, BATCHWORTH PLACE CHURCH STREET, RICKMANSWORTH, WD3 1JE | 2013-05-14 |
| 24 CHURCH STREET, RICKMANSWORTH, HERTFORDSHIRE WD3 1DD | 2006-05-17 |
Among its peers
Top 5%
by shareholders' funds, of 450 similar companies in B
Among the biggest employers among its local peers (30 staff).
Among the oldest 25% of its local peers, trading since 2004.
No.14 of the largest financial intermediation not elsewhere classified companies in Birmingham →
Competitors Birmingham
This company ranks 14 among financial intermediation not elsewhere classified in Birmingham.
The class of 2004
35%
of the 1,315 companies in this sector incorporated in 2004 are still active today; 63% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.