James Bason Wealth Management Limited WITNEY


James Bason Wealth Management Limited is a private limited company situated at 6 Fallowfield Crescent, Witney OX28 1AF. Its total net worth is estimated to be 0 pounds, and the fixed assets belonging to the company come to 0 pounds. Incorporated on 2019-08-02, this 4-year-old company is run by 2 directors.
Director James B., appointed on 02 August 2019. Director Sharn B., appointed on 02 August 2019.
The company is officially classified as "activities of insurance agents and brokers" (SIC code: 66220), "other activities auxiliary to insurance and pension funding" (Standard Industrial Classification: 66290). According to Companies House database there was a name change on 2020-07-02 and their previous name was James Bason Wealth Limited.
The latest confirmation statement was sent on 2023-08-01 and the due date for the following filing is 2024-08-15. Additionally, the accounts were filed on 31 August 2023 and the next filing should be sent on 31 May 2025.

James Bason Wealth Management Limited Address / Contact

Office Address 6 Fallowfield Crescent
Town Witney
Post code OX28 1AF
Country of origin United Kingdom

Company Information / Profile

Registration Number 12136566
Date of Incorporation Fri, 2nd Aug 2019
Industry Activities of insurance agents and brokers
Industry Other activities auxiliary to insurance and pension funding
End of financial Year 31st August
Company age 5 years old
Account next due date Sat, 31st May 2025 (390 days left)
Account last made up date Thu, 31st Aug 2023
Next confirmation statement due date Thu, 15th Aug 2024 (2024-08-15)
Last confirmation statement dated Tue, 1st Aug 2023

Company staff

James B.

Position: Director

Appointed: 02 August 2019

Sharn B.

Position: Director

Appointed: 02 August 2019

People with significant control

The list of PSCs who own or control the company consists of 2 names. As we researched, there is James B. This PSC has 50,01-75% voting rights and has 50,01-75% shares. The second one in the PSC register is Sharn B. This PSC owns 25-50% shares.

James B.

Notified on 2 August 2019
Nature of control: 50,01-75% shares
50,01-75% voting rights
right to appoint and remove directors

Sharn B.

Notified on 2 August 2019
Nature of control: 25-50% shares

Company previous names

James Bason Wealth July 2, 2020
J & S Bason June 30, 2020
J&S Wealth Management June 9, 2020

Annual reports financial information

Profit & Loss
Accounts Information Date 2020-08-312021-08-312022-08-312023-08-31
Balance Sheet
Current Assets10052 9726 453619
Net Assets Liabilities100   
Other
Accrued Liabilities Not Expressed Within Creditors Subtotal 500500500
Average Number Employees During Period 233
Creditors 23 04119 65430 409
Fixed Assets 67460 125881 509
Net Current Assets Liabilities10029 931-13 201-29 790
Total Assets Less Current Liabilities10030 60546 924851 719

Company filings

Filing category
Accounts Confirmation statement Incorporation Resolution
Micro company accounts made up to 31st August 2023
filed on: 18th, October 2023
Free Download (4 pages)

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