Financial AdviserProfile

JLH WEALTH MANAGEMENT LIMITED

Public-record profile

Castle Hill House, 12 Castle Hill, Windsor, SL4 1PD

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.

JLH WEALTH MANAGEMENT LIMITED is listed as a FCA appointed representative in the SL4 1PD area. Registered at Companies House in 2013. FCA records list Vision Independent Financial Planning Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2013

Type

FCA appointed representative

Company No.

08809713

SIC

66290

Services

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Vision Independent Financial Planning Ltd, FRN 487395 (Full)

Companies House

JLH WEALTH MANAGEMENT LIMITED is active and was incorporated on 11 December 2013.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: Castle Hill House, 12 Castle Hill, Windsor, SL4 1PD, England

Authorisations

FCAactive

Reference: 612207

Type: FCA appointed representative

Company no.: 08809713

Verified: —

View public register

Company Snapshot

Industry

66290

Data Freshness

Current (< 6 months)

Accounts last made up to

31 December 2025

Accounts next due

30 September 2027

Accounts type

Total Exemption Full

Employees

Equity

£1

Cash

£57,318

Fixed assets

£1,326,182

Current assets

£60,926

Net current assets/liabilities

-£48,364

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

LINDSEY-HALLS, James Peter

Appointed 11 December 2013

DOB: 8/1969

Persons with significant control

Mr James Peter Lindsey-Halls

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent

DOB: 8/1969

Recent Filings

6 March 2026

accounts with accounts type total exemption full

8 December 2025

CS01

confirmation statement with no updates

21 October 2025

accounts with accounts type total exemption full

11 December 2024

CS01

confirmation statement with no updates

17 September 2024

accounts with accounts type total exemption full

11 December 2023

CS01

confirmation statement with no updates

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Location

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You'll find JLH WEALTH MANAGEMENT LIMITED at the location shown on the map in Windsor.

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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.