CompanyTrack
J

JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED

Active London

Financial intermediation not elsewhere classified

1 employees Website
Financial intermediation not elsewhere classified
J

JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED

Financial intermediation not elsewhere classified

Founded 17 Feb 2000 Active London, United Kingdom 1 employees josephlamb.com
Financial intermediation not elsewhere classified
Accounts Submitted 30 Sept 2025
Confirmation Statement Submitted 28 Feb 2025
Net assets £2.80M £948.38K 2023 year on year
Total assets £3.81M £800.29K 2023 year on year
Total Liabilities £1.01M £148.10K 2023 year on year
Charges None No charges registered

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Contact & Details

Registered Address

10-11 Austin Friars London EC2N 2HG United Kingdom

Office (Rayleigh)

26 Eastwood Rd, Rayleigh SS6 7JQ

Credit Report

Discover JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2014–2023)

Cash in Bank

£187.68k

Decreased by £1.06M (-85%)

Net Assets

£2.80M

Decreased by £948.38k (-25%)

Total Liabilities

£1.01M

Increased by £148.10k (+17%)

Turnover

-£40.16k

Decreased by £4.16M (-101%)

Employees

1

Decreased by 25 (-96%)

Debt Ratio

26%

Increased by 7 (+37%)

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
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 13 resigned
Status
Paul Alan HammickDirectorBritishEngland5216 May 2023Active
Peter Brian ColemanDirectorBritishUnited Kingdom5614 Aug 2024Active

Shareholders

Shareholders (2)

Kw Uk Investment Management Holdco Limited
66.7%
666,60017 Apr 2023
Kw Uk Investment Management Holdco Limited
33.3%
333,40017 Apr 2023

Persons with Significant Control

Persons with Significant Control (1)

1 Active 7 Ceased

Mattioli Woods Limited

United Kingdom

Active
Notified 1 Oct 2025
Nature of Control
  • Significant Influence Or Control

Martin Clifford Lamb

Ceased 4 Feb 2022

Ceased

Kw Uk Bidco Limited

Ceased 20 Dec 2022

Ceased

Kw Uk Financial Holdings Limited

Ceased 27 Oct 2022

Ceased

Kingswood Holdings Limited

Ceased 1 Oct 2025

Ceased

Kw Uk Investment Management Holdco Limited

Ceased 14 Nov 2024

Ceased

Michaela Ellen Lamb

Ceased 4 Feb 2022

Ceased

Kingswood Holdings Limited

Ceased 27 Oct 2022

Ceased

Group Structure

Group Structure

MATTIOLI WOODS LIMITED united kingdom significant influence or control
POLLEN STREET CAPITAL LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
POLLEN STREET GROUP LIMITED british channel islands
JOSEPH R. LAMB INDEPENDENT FINANCIAL ADVISERS LIMITED Current Company
JOSEPH LAMB FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
M D MOORE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent
PAUL JOYNES CONSULTANCY LIMITED united kingdom shares 75 to 100 percent

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
12 Nov 2025AddressChange Registered Office Address Company With Date Old Address New AddressView(1 page)
12 Nov 2025AddressChange Registered Office Address Company With Date Old Address New AddressView(1 page)
8 Oct 2025Persons With Significant ControlMattioli Woods Limited notified as a person with significant controlView(2 pages)
8 Oct 2025Persons With Significant ControlCessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01View(1 page)
30 Sept 2025AccountsAnnual accounts made up to 2024-12-31View(18 pages)
12 Nov 2025 Address

Change Registered Office Address Company With Date Old Address New Address

12 Nov 2025 Address

Change Registered Office Address Company With Date Old Address New Address

8 Oct 2025 Persons With Significant Control

Mattioli Woods Limited notified as a person with significant control

8 Oct 2025 Persons With Significant Control

Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01

30 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

Recent Activity

Latest Activity

Change Registered Office Address Company With Date Old Address New Address

3 months ago on 12 Nov 2025

Change Registered Office Address Company With Date Old Address New Address

3 months ago on 12 Nov 2025

Mattioli Woods Limited notified as a person with significant control

4 months ago on 8 Oct 2025

Cessation of Kingswood Holdings Limited as a person with significant control on 2025-10-01

4 months ago on 8 Oct 2025

Annual accounts made up to 2024-12-31

4 months ago on 30 Sept 2025