A & J Wealth Management Limited
The principal activity of the company continued to be that of carrying out the business of an independent financial adviser, discretionary fund manager and pensions administrator.
Revenue
£4.3m
▲ +20.7% vs prior ~12m period
Profit after tax
£1k
Margin 3.4%
Employees
30
— vs prior ~12m period
Net assets
£3.7m
Total assets £4.0m
Financial history
Revenue by accounting period
7 periods available · ▲ growth ▼ decline
| Period end | Revenue | Growth | Profit before tax | Employees | Net assets |
|---|---|---|---|---|---|
| 31 Oct 2025 | — | — | £1.6m | 30 | £3.7m |
| 31 Oct 2024 | — | — | £885k | 30 | £1.9m |
| 21 Feb 2024 | — | — | -£591k | 32 | £1.3m |
| 31 Mar 2023 | — | — | -£184k | 36 | £1.9m |
| 31 Mar 2022 | £4.3m | ▲ +20.7% | £32k | 41 | £2.6m |
| 31 Mar 2021 | £3.5m | — | £310k | 32 | £862k |
| 31 Mar 2020 | — | — | — | — | £1.1m |
Some periods are not about 12 months apart, usually because the company changed its year end or the register holds more than one set of accounts for a year. Growth is shown only against a prior period roughly 12 months earlier.
Latest available figures
Period ending 31 Mar 2022. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.
Profit & loss
- Revenue
- £4.3m
- Gross profit
- £4.3m
- Operating profit
- £144k
- Profit before tax
- £32k
- Profit after tax
- £1k
Balance sheet
- Total assets
- £4.0m
- Cash
- £601k
- Total liabilities
- £209k
- Net assets
- £3.7m
- Revenue per employee
- Not available
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