Financial AdviserProfile

J T Wealth Management Ltd

Public-record profile
24 Southernhay West, Exeter, EX1 1PR
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

J T Wealth Management Ltd is listed as a FCA appointed representative in the EX1 1PR area. Registered at Companies House in 2012. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2012
Type
FCA appointed representative
Company No.
08324879
SIC
66110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

J T WEALTH MANAGEMENT LIMITED is active and was incorporated on 10 December 2012.

Nature of business: 66110 - Administration of financial markets

Registered office: 1 Colleton Crescent, Exeter, Devon, EX2 4DG

Authorisations

FCAactive
Reference: 465695
Type: FCA appointed representative
Company no.: 08324879
Verified:
View public register

Company Snapshot

Industry
66110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£47,833
Fixed assets
£5,017
Current assets
£68,133
Net current assets/liabilities
£26,367
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

TIPPER, Amy
Appointed 10 December 2012
DOB: 6/1983
TIPPER, Jonathan Alexander
Appointed 10 December 2012
DOB: 6/1974

Persons with significant control

Mr Jonathan Alexander Tipper
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 6/1974
Mrs Amy Tipper
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 6/1983

Recent Filings

5 January 2026
CS01
confirmation statement with updates
3 August 2025
AA
accounts with accounts type total exemption full
12 December 2024
CS01
confirmation statement with updates
22 May 2024
AA
accounts with accounts type total exemption full
4 December 2023
CS01
confirmation statement with updates
20 June 2023
AA
accounts with accounts type total exemption full

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.