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JAMES BASON WEALTH MANAGEMENT LIMITED
6 Fallowfield Crescent, Witney, England, OX28 1AF
ActiveltdINC 2019SIC 66220
Company Information
Registered Address6 Fallowfield Crescent, Witney, England, OX28 1AF
Incorporated2 August 2019
Company Typeltd
Country of OriginUnited Kingdom
SIC Codes
Accounts & Filings
Accounts Next Due31 May 2027
Accounts Last Filed31 August 2025
Accounts Type31
Confirmation Next Due8 August 2027
Confirmation Last Filed25 July 2026
Financial history
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Net assets | — | — | — | — | — | £100 |
| Current assets | £39,891 | £22,492 | £619 | £6,453 | £52,972 | — |
| Fixed assets | £799,082 | £834,860 | £881,509 | £60,125 | £674 | — |
| Creditors | £101,273 | £63,919 | £30,409 | £19,654 | £23,041 | — |
| Employees | 3 | 4 | 3 | 3 | 2 | — |
Officers Example
| Officer | Role | Appointed | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Director | 2015-03-11 | Verified |
| Mr David Okoro | Director | 2018-09-02 | Verified |
| Mrs Helen Marsh | Director | 2021-06-30 | Verify due |
| Mr James Fitzgerald | Secretary | 2012-01-18 | - |
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Persons with significant control Example
| Person | Nature of control | Notified | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Ownership of shares 75%+ | 2016-04-06 | Verified |
| Marsh Holdings Limited | Ownership of shares 25-50% | 2021-06-30 | Corporate |
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Identity verification (ECCTA) Example
Companies House identity verification status for each director and PSC under ECCTA 2023.
| Person | Role | Status |
|---|---|---|
| Ms Sarah Whitfield | Director | Verified |
| Mr David Okoro | Director | Verified |
| Mrs Helen Marsh | Director | Verify due |
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Charges & mortgages Example
| Code | Status | Created | Description |
|---|---|---|---|
| 000000000002 | Outstanding | 2022-11-04 | A registered charge |
| 000000000001 | Fully satisfied | 2016-02-19 | A registered charge |
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Filing history Example
| Date | Type | Description |
|---|---|---|
| 2026-05-01 | CS01 | Confirmation statement made on 2026-05-01 |
| 2025-09-27 | AA | Accounts for a small company made up to 2025-05-31 |
| 2025-06-30 | AP01 | Appointment of a director |
| 2025-01-14 | PSC02 | Notification of a person with significant control |
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Previous Names
- JAMES BASON WEALTH LIMITED 30 June 2020 to 2 July 2020
- J & S BASON LIMITED 9 June 2020 to 30 June 2020
- J&S WEALTH MANAGEMENT LTD 2 August 2019 to 9 June 2020
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