Joanna Toon Wealth Management Ltd
Reference number: 631010
Instant download
No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 28 August 2014.
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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Last known website
joannatoon.co.uk
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Last known phone number
07817 751483
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Last known address
Foxhall Business Centre, Foxhall Road, Nottingham, NG7 6LH, United Kingdom
In the full report: 3 background checks
- When joannatoon.co.uk first appeared online, and whether it can receive email
- What kind of line 07817 751483 is
- Who else gives the postcode NG7 6LH
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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 name
- JOANNA TOON WEALTH MANAGEMENT LIMITED
- Company number
- 09125417 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 July 2014 (12 years old)
- Registered office
- Suite 206, Britannia House 11 Glenthorne Road, London, W6 0LH, United Kingdom
- Nature of business
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- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Loutfig Yergatian-Murfitt | Director | Apr 1993 | 2 Sep 2026 | 1 other company |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- still active
- 1
- is FCA-registered
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£277k
+12% from £246k
Cash at bank
£238k
+3.2% from £231k
Employees (average)
2
No earlier figure to compare
Owed within a year
£72.0k
−28% from £99.8k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 09125417. 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
Joanna Toon Wealth Management’s history from the FCA register and Companies House, newest first.
2026
2 September 2026
- Board replaced: its only director left and a new director took over
- Joanna Toon gave up control
- Trinity View Wealth Partners Limited took control (75–100% of shares)
Companies House
2016
6 April 2016
- Joanna Toon took control (75–100% of shares)
Companies House
2014
28 August 2014
- Stopped being an appointed representative
FCA register
10 July 2014
- Incorporated at Companies House
Companies House
In the full report: all 9 events
- All 9 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms connected to Joanna Toon Wealth Management
Other FCA-listed firms that share a director, phone number or address with Joanna Toon Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 1
- share its postcode
- 2
In the full report: all 3 connected firms, named
- How each is linked: shared directors (1), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Joanna Toon Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Nottingham
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 Joanna Toon Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 9 events in its history
- 3 connected firms, named, and who links them
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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
- Report a scam to the FCA fca.org.uk