JRT WEALTH MANAGEMENT LIMITED - Profile & Financials

Accounts Submitted 15 Oct 2025

Confirmation Statement Submitted 19 Dec 2024

Net assets £441.63K

Total assets £764.20K

Total Liabilities £322.57K

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

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

Office (Glen Head)

725 Glen Cove Avenue, Glen Head, NY 11545

Telephone

(516)759-4521

jtedeschi@hallidayfinancial.com

Website

jrtwealthmanagement.com

Credit Report

Discover JRT WEALTH MANAGEMENT LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

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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 (2023–2023)

Cash in Bank

£32.89k

Net Assets

£441.63k

Total Liabilities

£322.57k

Turnover

N/A

Employees

Debt Ratio

42%

Financial History

Revenue, profit, EBITDA and key financial figures

	2023 Dec Year End
P&L
Revenue	£142.3M
Gross Profit	£48.2M
Operating Profit	£22.4M
Net Profit	£18.1M
EBITDA	£31.5M
Assets
Cash	£24.7M
Total Assets	£89.4M
Liabilities
Total Liabilities	£45.2M
Key Metrics
Employees	1,247

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 3 resigned

Show resigned officers

						Status
David John Philip Hesketh	Director	British	England	44	4 Jul 2024	Active
David Philip John Hesketh	Secretary	Unknown	Unknown	—	4 Jul 2024	Active

Shareholders

Shareholders (4)


Pfm Group Limited	80.0%	80	A Ordinary	19 Dec 2024
Pfm Group Limited	20.0%	20	B Ordinary	19 Dec 2024
Jamie Richard Tocher	0.0%	0	A Ordinary	19 Dec 2024

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

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Group Structure

PFM GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

PERSPECTIVE FINANCIAL GROUP LIMITED united kingdom

JRT WEALTH MANAGEMENT LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
15 Oct 2025	Accounts	Annual accounts made up to 2024-12-31	View(9 pages)
15 Oct 2025	Accounts	Annual accounts filed	View(50 pages)
23 Sept 2025	Other	Audit exemption statement of guarantee by parent company for period ending 31/12/24	View(3 pages)
23 Sept 2025	Other	Notice of agreement to exemption from audit of accounts for period ending 31/12/24	View(1 page)
19 Dec 2024	Confirmation Statement	Confirmation statement made on 2024-12-19 with updates	View(4 pages)