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CHARLES JONES WEALTH MANAGEMENT LIMITED

Active
10295038·incorporated 2016-07-25

CHARLES JONES WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 25 July 2016 at Companies House (number 10295038; OpenRegistry canonical ID GB-10295038-charles-jones-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,237 active UK entities in that code and one of 2,141 active companies registered in Stowmarket (postcode IP14). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2016-07-25
Registered Address
BURY LODGE, BURY ROAD, STOWMARKET, IP14 1JA, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of CHARLES JONES WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2025-07-31. Next accounts due 2027-04-30. Financial year-end: 31/07. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-07-24. Next confirmation statement due 2026-08-07.

Persons with significant control

CHARLES JONES WEALTH MANAGEMENT LIMITED has 1 person with significant control on file:

  • Charles Jones born 1990 resident in England, British national. Notified 2016-07-25.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights

1 historical PSC record has ceased:

  • Mrs Beth Alice Jones born 1990 resident in England, British national. Notified 2020-01-31. Ceased 2022-08-05.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Previous names

CHARLES JONES WEALTH MANAGEMENT LIMITED has previously traded as:

  • LONGEVITY FINANCIAL PLANNING LIMITED (until 2018-07-23)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Stowmarket:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/10295038.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.