Ltd Facts The UK company register, as filed

Register entry · No. SC334509

ROBERTSON JONES WEALTH MANAGEMENT LIMITED

Active Private Limited Company Incorporated 27 Nov 2007

Checks

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 29 Feb 2028.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 11 Dec 2026.

    Companies House register
  • Clear
    Owners

    2 owners on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £6,993.

    Accounts to 31 May 2026 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 27 Nov 2007 (18 years ago).

    Companies House register
  • Clear
    Name changes

    1 earlier name, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 2 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    23 HIGH STREET, DUNBLANE, PERTHSHIRE, UNITED KINGDOM, FK15 0EE

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    29 Feb 2028
    Last made up to
    31 May 2026
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    11 Dec 2026
    Last made up to
    27 Nov 2025

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. ROBERTSON JONES WEALTH MANAGEMENT LIMITED current
    2. ROBERTSON-JONES LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 May 2026 not published not published — £6,993 2
31 May 2025 not published not published — £1,528 2
31 May 2024 not published not published — £56,791 1
31 May 2023 not published not published — £120,764 1
31 May 2022 not published not published — £105,926 3
31 May 2021 * not published not published — £108,300 3

* From the following year's accounts (prior-year figures).

People

Officers

Fetching them from Companies House. They appear here within a few minutes.

Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • ROBERTSON, Susan Mary · Director, named in the accounts to 31 May 2026
  • JONES, Guy John Paul · Director, named in the accounts to 31 May 2026

Owners and controllers All 3, with past →

NameControlNotifiedCeasedBornNationality · lives in
Ms Susan Mary Robertson Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 6 Apr 2016 — August 1966 British · Scotland
Mr Guy John Paul Jones Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 6 Apr 2016 — June 1964 British · United Kingdom

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is ROBERTSON JONES WEALTH MANAGEMENT LIMITED still trading?

The register shows ROBERTSON JONES WEALTH MANAGEMENT LIMITED as active.

What does ROBERTSON JONES WEALTH MANAGEMENT LIMITED do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was ROBERTSON JONES WEALTH MANAGEMENT LIMITED set up?

It was incorporated on 27 November 2007.

When are ROBERTSON JONES WEALTH MANAGEMENT LIMITED's accounts due?

Next accounts are due by 29 February 2028. The last accounts were made up to 31 May 2026.

When is ROBERTSON JONES WEALTH MANAGEMENT LIMITED's next confirmation statement due?

By 11 December 2026.

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Same industry code (64999), active, set up around the same time. More in this industry →

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  2. 06758925 MEMW MANAGEMENT LIMITED Active Private Limited Company Inc. 26 Nov 2008 64999 · Financial intermediation not elsewhere classified
  3. 06755815 ENERGYWIZE UK LIMITED Active Private Limited Company Inc. 24 Nov 2008 64999 · Financial intermediation not elsewhere classified
  4. 06756375 GUARDIAN STOCKBROKERS LIMITED Active Private Limited Company Inc. 24 Nov 2008 64999 · Financial intermediation not elsewhere classified
  5. 06755965 PROSPECT TREE FINANCIAL SERVICES LTD Active Private Limited Company Inc. 24 Nov 2008 64999 · Financial intermediation not elsewhere classified

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House