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Companies/05105933

A & J Wealth Management Limited

Financial intermediation not elsewhere classified · Bromsgrove

ActiveUnited KingdomIncorporated 2004Private Limited Company
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 2 ceased
Afh Financial Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%

Notified 2026-07-07 · No cessation recorded

Source record 143230900
Show 2 ceased records
GJ
Mr Gareth Sutton JonesIndividual
Shares: over 50%, up to 75%Voting rights: over 50%, up to 75%

Notified 2016-04-06 · Ceased 2024-02-21

Source record 147199937
AJ
Mrs Anne Christine JonesIndividual
Shares: over 25%, up to 50%Voting rights: over 25%, up to 50%

Notified 2016-04-06 · Ceased 2020-03-01

Source record 147199989

People behind the business

Current appointments and the wider business interests of each person.

Appointments

3 current · 14 historical
AB
Austin BroadCurrent director
Appointed 2025-10-08 · 1 yr · Chief Advice Officer
+5 others
AB
Austin BroadCurrent director
Appointed 2025-10-01 · 1 yr · Chief Advice Officer
GJ
Gareth JonesCurrent director
Appointed 2004-04-19 · 22 yrs · Financial Advisor
+13 others
Show 14 historical appointments
CorpAshcroft Cameron UK LimitedResigned secretary
Resigned 2022-09-30 · 1 yr
SO
Sonia OosthuizenResigned secretary
Resigned 2021-09-20 · 1 yr
AH
Adam HughesResigned director
Resigned 2019-07-01 · 2 yrs · Director
GF
Gordon FrisbyResigned director
Resigned 2018-09-07 · 5 yrs · Non-Executive Director
JM
James MooreResigned director
Resigned 2018-08-07 · 5 yrs · Non-Executive Director
SH
Stephen HartleyResigned director
Resigned 2018-08-07 · 2 yrs · Director
LF
Lucy FurnellResigned directorResigned secretary
Resigned 2018-03-23 · Director
GV
Glenn ValdResigned director
Resigned 2011-06-01 · 6 yrs · Independent Financial Adviser
MB
Michael BarrettResigned director
Resigned 2011-06-01 · 6 yrs · Independent Financial Adviser
JP
John PosgateResigned director
Resigned 2009-04-01 · 13 yrs · Accountant
AJ
Anne JonesResigned directorResigned secretary
Resigned 2007-08-22 · 10 yrs · Director
CorpA C Directors LimitedResigned director
Resigned 2004-04-19

Board profile

People with appointments
3
Directors assessed
3
Median age
63
Under 35
0
65 and over
1
Disqualified match
None active