Financial AdviserProfile

Joanna Toon Wealth Management Ltd

Public-record profile
Foxhall Business Centre, Foxhall Road, Nottingham, NG7 6LH
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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.

Joanna Toon Wealth Management Ltd is listed as a FCA appointed representative in the NG7 6LH area. Registered at Companies House in 2014. 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
2014
Type
FCA appointed representative
Company No.
09125417
SIC
66300
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

JOANNA TOON WEALTH MANAGEMENT LIMITED is active and was incorporated on 10 July 2014.

Nature of business: 66300 - Fund management activities

Registered office: Foxhall Business Centre, Foxhall Road, Nottingham, NG7 6LH, England

Authorisations

FCAactive
Reference: 631010
Type: FCA appointed representative
Company no.: 09125417
Verified:
View public register

Company Snapshot

Industry
66300
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 July 2025
Accounts next due
30 April 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£238,024
Fixed assets
£211,167
Current assets
£259,653
Net current assets/liabilities
£187,621
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

TOON, Joanna
Appointed 10 July 2014
DOB: 8/1971

Persons with significant control

Miss Joanna Toon
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 8/1971

Recent Filings

25 March 2026
AA
accounts with accounts type total exemption full
10 July 2025
CS01
confirmation statement with no updates
15 May 2025
AAMD
accounts amended with accounts type total exemption full
29 April 2025
AA
accounts with accounts type total exemption full
9 July 2024
CS01
confirmation statement with no updates
29 April 2024
AA
accounts with accounts type total exemption full

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Location

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You'll find Joanna Toon Wealth Management Ltd at the location shown on the map in Nottingham.

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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.