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A.J. Wealth Management Limited

03949662

active
ltd
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

1st Floor Office, Rear Of 9 High Street Tettenhall, Wolverhampton, WV6 8QS
Incorporated 16/03/2000

Previously known as

A.J. Financial Services Limited · until 15/07/2012
Rice & Co (Financial Planning) Limited · until 12/08/2002

Compliance

Last accounts

30/06/2025

total exemption full

Next accounts due

31/03/2027

On track

Confirmation statement

Last: 30/06/2026

Due 14/07/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Colin Brian William Dalton

director · Since 16/03/2000

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 63

Also on 5 other boards

Mrs Angela Jellings Mba

director · Since 16/03/2000

COMPANY DIRECTOR

BRITISH · ENGLAND · Age 71

Also on 2 other boards

Mr Francis Henry Jellings

director · Since 16/05/2014

HEAD OF IT

BRITISH · ENGLAND · Age 77

Colin Brian William Dalton

director · Since 16/03/2000

British · England · Age 63

Angela Jellings

director · Since 16/03/2000

British · England · Age 71

Francis Henry Jellings

director · Since 16/05/2014

British · England · Age 77

Former

Suzanne Brewer

nominee secretary · Resigned 16/03/2000

Kevin Brewer

nominee director · Resigned 16/03/2000

Kevin John Preece

secretary · Resigned 12/04/2014

Christopher Stonier

director · Resigned 24/10/2014

Kevin John Preece

director · Resigned 24/10/2014

Melanie Joanna Pickering

director · Resigned 10/09/2015

Alexandros Mitios

director · Resigned 18/07/2022

Persons with Significant Control

Mrs Angela Jellings

50–75% shares

British · England · Age 71

Ryton Court, Ryton, Shifnal, TF11 9JN

Notified 20/02/2017

Mr Colin Brian William Dalton

25–50% shares
25–50% votes

British · England · Age 63

1st, Floor Office, Wolverhampton, WV6 8QS

Notified 07/07/2026

Mr Francis Henry Jellings

25–50% shares
25–50% votes

British · England · Age 77

1st, Floor Office, Wolverhampton, WV6 8QS

Notified 07/07/2026

Charges1 outstanding

charge
outstanding

OAKENDALE INVESTMENTS LIMITED

Created 23/10/2009Registered 29/10/2009

Change History

statusactive
2026-07-27

Active

typeltd
2026-07-27

Private Limited Company

address line11st Floor Office
2026-07-27

1ST FLOOR OFFICE

post townWolverhampton
2026-07-27

WOLVERHAMPTON

officer appointedDALTON, Colin Brian William
2026-07-27
officer appointedJELLINGS, Angela
2026-07-27
officer appointedJELLINGS, Francis Henry
2026-07-27

CompanyRankvs 3312+ SIC 64999 peers
64

Financial strength73th percentile among SIC peers · 18/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.3× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength18/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 30/06/2025

Net Worth

£57k

Balance sheet strength

Cash

£199k

Cash in the bank

Net Current Assets

£50k

Working capital

Current Assets

£216k

Current Liabilities

£165k

Fixed Assets

£9k

Debtors

£14k

Profit After Tax

£445k

7avg. employees

Tax at Year End

Corp tax£150k
Dividends paid£441k

Balance Sheet

Assets less current liabilities£59k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20251.30+£3k
20241.32-£4k
20231.35

Derived from filed accounts. Not audited figures.