JRW FINANCIAL MANAGEMENT LTD

Active Kirkcaldy

Activities of financial services holding companies

5 employees website.com
Activities of financial services holding companies
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JRW FINANCIAL MANAGEMENT LTD

Activities of financial services holding companies

Founded 18 Nov 2016 Active Kirkcaldy, United Kingdom 5 employees website.com
Activities of financial services holding companies
Accounts Submitted 10 Mar 2026 Next due 31 Aug 2026 4 months remaining
Confirmation
Net assets £22K £16K 2024 year on year
Total assets £40K £29K 2024 year on year
Total Liabilities £19K £13K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Priory View Victoria Road Kirkcaldy Fife KY1 2SA United Kingdom

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for JRW FINANCIAL MANAGEMENT LTD (SC550645), an active company based in Kirkcaldy, United Kingdom. Incorporated 18 Nov 2016. Activities of financial services holding companies. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2017–2024)

Cash in Bank

£34.95k

Increased by £3.05k (+10%)

Net Assets

£21.66k

Decreased by £16.04k (-43%)

Total Liabilities

£18.71k

Decreased by £12.53k (-40%)

Turnover

N/A

Employees

5

Decreased by 2 (-29%)

Debt Ratio

46%

Increased by 1 (+2%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

2 active 1 resigned
Status
Carty, Anthony ValentineDirectorBritishUnited Kingdom5830 Jan 2026Active
Greenaway, NeilDirectorBritishUnited Kingdom5530 Jan 2026Active

Shareholders

Shareholders (2)

Ian Walsh
70.0%
70
Karen Walsh
30.0%
30

Persons with Significant Control

Persons with Significant Control (3)

3 Active 1 Ceased

Karen Walsh

British

Active
Notified 4 Jul 2022
Residence Scotland
DOB September 1962
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Cbpe Capital X Gp Llp

Unknown

Active
Notified 30 Jan 2026
Nature of Control
  • Ownership Of Shares 50 To 75 Percent

Cbpe Capital Llp

Unknown

Active
Notified 30 Jan 2026
Nature of Control
  • Ownership Of Shares 50 To 75 Percent
  • Voting Rights 75 To 100 Percent

Mr Ian Walsh

Ceased 30 Jan 2026

Ceased

Group Structure

Group Structure

JRW FINANCIAL MANAGEMENT LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
10 Mar 2026AccountsAnnual accounts made up to 2027-01-30
9 Mar 2026Persons With Significant ControlCbpe Capital Llp notified as a person with significant control
9 Mar 2026Persons With Significant ControlCbpe Capital X Gp Llp notified as a person with significant control
6 Mar 2026AccountsAnnual accounts made up to 2025-11-30
6 Mar 2026OfficersAppointment of Mr Anthony Valentine Carty as director on 2026-01-30
10 Mar 2026 Accounts

Annual accounts made up to 2027-01-30

9 Mar 2026 Persons With Significant Control

Cbpe Capital Llp notified as a person with significant control

9 Mar 2026 Persons With Significant Control

Cbpe Capital X Gp Llp notified as a person with significant control

6 Mar 2026 Accounts

Annual accounts made up to 2025-11-30

6 Mar 2026 Officers

Appointment of Mr Anthony Valentine Carty as director on 2026-01-30

Recent Activity

Latest Activity

Annual accounts made up to 2027-01-30

1 months ago on 10 Mar 2026

Cbpe Capital Llp notified as a person with significant control

1 months ago on 9 Mar 2026

Cbpe Capital X Gp Llp notified as a person with significant control

1 months ago on 9 Mar 2026

Annual accounts made up to 2025-11-30

1 months ago on 6 Mar 2026

Appointment of Mr Anthony Valentine Carty as director on 2026-01-30

1 months ago on 6 Mar 2026