A J Buckley Asset Management Limited
Reference number: 154371
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
A J B Wealth, 3 East Street, Alresford, Hampshire, SO24 9EE, United Kingdom
In the full report: 3 background checks
- When ajbwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01428 774070 is
- Who else gives the postcode SO24 9EE
Other names (1)
If you were contacted under any of these names, it is this firm.
- AJB Wealth Trading name: A name it trades under now.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 02730015 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 July 1992 (34 years old)
- Registered office
- The Old Rectory, Church Street, Weybridge, Surrey, KT13 8DE
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Paul George Willans | Director | Dec 1964 | 22 Nov 2013 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 14 people who have been directors, with their dates
Filed accounts and finances
Turnover
£398k
+22% from £327k
Profit before tax
£75.0k
+861% from £7,807
Net assets
£241k
+59% from £152k
Cash at bank
£208k
+48% from £140k
Turnover and profit
In the full report: all 5 years of accounts
- Every year from 2021 to 2026
- Both charts, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 02730015. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
A J Buckley Asset Management’s history from the FCA register and Companies House, newest first.
2021
30 June 2021
- Anthony John Buckley gave up control
- Paul George Willans took control (75–100% of shares)
Companies House
2016
6 April 2016
- Anthony John Buckley took control (75–100% of shares)
Companies House
2013
22 November 2013
- Board replaced: all 4 directors left and 3 new directors took over
Companies House
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1995
30 January 1995
- Regulated by the Personal Investment Authority from this date
FCA register
1992
9 July 1992
- Incorporated at Companies House
Companies House
In the full report: all 47 events
- All 47 events in its history (9 shown here)
- Every director appointment and resignation: 33
Firms like A J Buckley Asset Management
Other firms of the same type (investment or fund manager), nearest first.
In the Southampton (SO) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on A J Buckley Asset Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 47 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk