JRT WEALTH MANAGEMENT LIMITED

Active Chorley

Financial management

1 employees website.com
Financial services Financial management
J

JRT WEALTH MANAGEMENT LIMITED

Financial management

Founded 20 Dec 2011 Active Chorley, United Kingdom 1 employees website.com
Financial services Financial management
Accounts Submitted 15 Oct 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 22 Dec 2025 Next due 2 Jan 2027 7 months remaining
Net assets £843K £401K 2024 year on year
Total assets £978K £214K 2024 year on year
Total Liabilities £135K £187K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Lancaster House Ackhurst Business Park Foxhole Road Chorley PR7 1NY United Kingdom

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for JRT WEALTH MANAGEMENT LIMITED (07887215), an active financial services company based in Chorley, United Kingdom. Incorporated 20 Dec 2011. Financial management. 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 audit-exemption-subsidiary
Next accounts 31 Dec 2025
Due by 30 Sept 2026 4 months remaining

Net Assets, Total Assets & Total Liabilities (2014–2024)

Cash in Bank

N/A

Decreased by £32.89k (-100%)

Net Assets

£843.01k

Increased by £401.38k (+91%)

Total Liabilities

£135.11k

Decreased by £187.46k (-58%)

Turnover

N/A

Employees

1

Decreased by 1 (-50%)

Debt Ratio

14%

Decreased by 28 (-67%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
31 Dec Year End
2023
31 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

1 active 2 resigned
Status
David John Philip HeskethSecretaryUnknownUnknown4 Jul 2024Active

Shareholders

Shareholders (4)

Pfm Group Limited
80.0%
80
Pfm Group Limited
20.0%
20

Persons with Significant Control

Persons with Significant Control (2)

2 Active

Pfm Group Limited

United Kingdom

Active
Notified 4 Jul 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Jamie Richard Tocher

British

Active
Notified 6 Apr 2016
Residence England
DOB April 1974
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Group Structure

Group Structure

JRT WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
22 Dec 2025Confirmation StatementConfirmation statement made on 19 Dec 2025 with updates
15 Oct 2025AccountsAnnual accounts made up to 31 Dec 2024
15 Oct 2025AccountsAnnual accounts filed
23 Sept 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24
23 Sept 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/12/24
22 Dec 2025 Confirmation Statement

Confirmation statement made on 19 Dec 2025 with updates

15 Oct 2025 Accounts

Annual accounts made up to 31 Dec 2024

15 Oct 2025 Accounts

Annual accounts filed

23 Sept 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/12/24

23 Sept 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

Recent Activity

Latest Activity

Confirmation statement made on 19 Dec 2025 with updates

5 months ago on 22 Dec 2025

Annual accounts made up to 31 Dec 2024

7 months ago on 15 Oct 2025

Annual accounts filed

7 months ago on 15 Oct 2025

Audit exemption statement of guarantee by parent company for period ending 31/12/24

8 months ago on 23 Sept 2025

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

8 months ago on 23 Sept 2025