J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED

Accounts Submitted 29 Sept 2025

Confirmation Statement Submitted 7 Jul 2025

Net assets £44.86K £81.93K 2025 year on year

Total assets £171.60K £53.88K 2025 year on year

Total Liabilities £126.74K £28.05K 2025 year on year

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

910 The Crescent Colchester Business Park Colchester CO4 9YQ England

Office (Billericay)

Church House, 46 High St, Billericay CM12 9BS

Telephone

0127 765 5155

info@jmwifa.co.uk

Website

jmwifa.co.uk

Credit Report

Discover J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2025

Type Total Exemption Full

Next accounts 31 December 2026

Due by 30 September 2027 9 months

Net Assets, Total Assets & Total Liabilities (2014–2025)

Cash in Bank

£163.90k

Decreased by £51.96k (-24%)

Net Assets

£44.86k

Decreased by £81.93k (-65%)

Total Liabilities

£126.74k

Increased by £28.05k (+28%)

Turnover

£309.51k

Employees

Decreased by 1 (-25%)

Debt Ratio

74%

Increased by 30 (+68%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2025 Dec Year End	2024 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

2 active 1 resigned

Show resigned officers

						Status
Adam Matthew Raybould	Director	British	England	47	30 Jun 2025	Active
Matthew Gwyn Morris	Director	Australian	England	49	30 Jun 2025	Active

Shareholders

Shareholders (1)


John Wakeling	100.0%	100	Ordinary	16 Nov 2015

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Emery (ifa) Limited

United Kingdom

Active

Notified 30 Jun 2025

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

John Wakeling

Ceased 30 Jun 2025

Ceased

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Group Structure

EMERY (IFA) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

AMBER RIVER GROUP LIMITED united kingdom voting rights 25 to 50 percent

PENTA CAPITAL LLP united kingdom voting rights 25 to 50 percent limited liability partnership

TOSCA PENTA HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

OLD OAK HOLDINGS LIMITED united kingdom

J M WAKELING INDEPENDENT FINANCIAL ADVISERS LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
29 Sept 2025	Accounts	Annual accounts made up to 2025-06-30	View(9 pages)
11 Jul 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(1 page)
11 Jul 2025	Accounts	Annual accounts made up to 2025-11-30	View(1 page)
10 Jul 2025	Incorporation	Memorandum Articles	View(11 pages)
10 Jul 2025	Resolution	Resolutions	View(1 page)