FARRIER ROSE WEALTH MANAGEMENT LTD
Company number 07482303 · Monitor this company
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Shareholders' funds
£606,697
Balance sheet as at 2026-03-31
What it does
The principal activity of the company is Financial Management
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2011-01-05
- Employees
- 6 (2026 accounts · was 7 in 2025)
- Registered office
- Midway House Herrick Way, Staverton, Cheltenham, England, GL51 6TQ
- Postcode
- GL51 6TQ
- Capital
- 5 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2026-03-31
- Next due by
- 2027-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-01-05
- Next due by
- 2027-01-19
Nature of business (SIC)
- 70221 Financial management
Officers 2 current
Data protection registration
Registered with the ICO as a data protection fee payer — Z2511360 (Tier 1), registered since 2011.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- farrierrose.com
Jon Van Leer and his team at Farrier Rose have developed a wealth of experience in providing specialist financial planning advice and support to clients who, although being successful, find themsel...
Previous company names
| Name | Date changed |
|---|---|
| JON VAN LEER WEALTH MANAGEMENT LIMITED | 2022-10-05 |
| JON VAN LEER LIMITED | 2011-01-05 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| ST. JAMES'S PLACE 30 LOMBARD STREET, LONDON, EC3V 9BQ, ENGLAND | 2020-01-06 |
| ST. JAMES' PLACE 3 MOORGATE PLACE, LONDON, EC2R 6EA, UNITED KINGDOM | 2019-08-20 |
| LYNTON HOUSE 7-12 TAVISTOCK SQUARE, LONDON, WC1H 9LT, UNITED KINGDOM | 2018-01-18 |
| ST JAMES'S' PLACE HOUSE 3, MOORGATE PLACE, LONDON, EC2R 6EA | 2017-09-08 |
Among its peers
Top 5%
by shareholders' funds, of 127 similar companies in GL
3rd largest employer among its local peers (6 staff).
Among the oldest 25% of its local peers, trading since 2011.
No.3 of the largest financial management companies in Cheltenham →
Competitors Cheltenham
This company ranks 3 among financial management in Cheltenham.
The class of 2011
27%
of the 1,334 companies in this sector incorporated in 2011 are still active today; 72% have since been dissolved.
A fact about the year, not a forecast for this company.