ROBERTSON JONES WEALTH MANAGEMENT LIMITED

ROBERTSON JONES WEALTH MANAGEMENT LIMITED is an active private limited company, incorporated on 27 November 2007. The nature of the business is Financial intermediation not elsewhere classified. The company's registered office is on High Street, Dunblane. The company's accounts were last made up to 31 May 2023, are next due on 28 February 2025, and fall under the accounts category: Micro Entity. ROBERTSON JONES WEALTH MANAGEMENT LIMITED previously had the company name ROBERTSON-JONES LIMITED. The company has no mortgage charges, outstanding or otherwise.

Registered Office

Address Line 1	23 HIGH STREET
Post Town	DUNBLANE
County	PERTHSHIRE
Country	UNITED KINGDOM
Postcode	FK15 0EE

Accounts

Accounting Reference Date	31^st May
Accounts Next Due Date	28/02/2025
Accounts Last Made Up Date	31/05/2023
Accounts Category	MICRO ENTITY

Confirmation Statement

Next Due Date	11/12/2024
Last Made Up Date	27/11/2023

Return

Next Due Date	25/12/2016
Last Made Up Date	27/11/2015

Mortgages

Number of Mortgage Charges	0
Number of Outstanding Charges	0
Number of Satisfied Charges	0
Number of Partially Satisfied Charges	0

Nature of Business (SIC Codes)

64999 - Financial intermediation not elsewhere classified

Company Name History

From 14/07/2010 onwards:

ROBERTSON JONES WEALTH MANAGEMENT LIMITED

Prior to 14/07/2010:

ROBERTSON-JONES LIMITED

Directors

(The company's officers)

MR GUY JOHN PAUL JONES

(~59 year old British national)

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

Current Director
Gives occupation as STOCKBROKER
Usually resident in SCOTLAND

Appointed on 27/11/2007

MS SUSAN MARY ROBERTSON

(~57 year old British national)

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

Current Director
Gives occupation as CHARTERED ACCOUNTANT
Usually resident in SCOTLAND

Appointed on 29/06/2022

Shareholders

(Persons of Significant Control)

Mr Guy John Paul Jones

(~59 year old British national)

81, Montgomery Crescent, Dunblane, FK15 9FB, United Kingdom

Owns between 25% and 50% of the shares.
Holds between 25% and 50% of the voting rights.

Notified on 06/04/2016

Ms Susan Mary Robertson

(~57 year old British national)

81, Montgomery Crescent, Dunblane, Perthshire, FK15 9FB, United Kingdom

Owns between 25% and 50% of the shares.
Holds between 25% and 50% of the voting rights.

Notified on 06/04/2016

Connections

(Shared officers)

ROBERTSON'S TAX AND ACCOUNTING SERVICES LIMITED

MR GUY JOHN PAUL JONES

Source: Companies House

Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)