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JBM Wealth Management

View On IPO.GOV.UK

Registered

on 7 Sept 2021

Last Applicant/ Owned by

Venn Wealth Management Ltd

Venn Wealth Management Ltd, Unit C, 5 The Parade R/O

Exmouth, Devon, EX8 1RS

Serial Number

UK00003691306 filed on 7th Sept 2021

Registration Number

UK00003691306 registered on
25th Feb 2022

Correspondent Information

BPE Solicitors LLP

St James House, St James Square, Cheltenham

Gloucestershire,

GL50 3PR

JBM Wealth Management

electronic publications in the field of wealth management services; downloadable publications in the field of wealth management services. printed mat Read More

Classification Information

Class [9]
Computer & Software Products & Electrical & Scientific Products

Electronic publications in the field of wealth management services; downloadable publications in the field of wealth management services.

Class [16]
Paper Goods and Printed Material

Printed matter, including printed publications, books, magazines [periodicals], newspapers, printed forms, pamphlets, posters, flyers, booklets, note books, calendars, albums, newsletters, catalogues, prospectuses, reports.

Class [35]
Advertising, Business & Retail Services

Advertising and marketing; business management; business administration; office functions; business inquiries; tax filing services; drawing up of statements of accounts; economic forecasting; business management assistance; professional business consultancy; business management and organization consultancy; family business projects management and organization consultancy; business management; business investigations; marketing studies; business information; commercial information and advice for consumers [consumer advice shop]; business research; providing business information; price comparison services; business efficiency expert services; business information services provided online from a computer database or the Internet.

Class [36]
Insurance & Financial Services

Wealth management services; financial services relating to wealth management; insurance; financial and monetary affairs; financial management of reimbursement payments for others; investing and capital investment consultancy; real estate management; commercial real estate investing consultancy; private investment portfolios management (portfolio management); private assets management; private banking; investment of funds; financing services; financial operations; financial management; fiscal assessments; strategic investment consultancy; advisory services related to equity and debt financing; financial analysis of the investment projects; financial advisory services relating to tax and tax planning; financial consultancy related to family assets and capital management; family business projects consultancy; real estate insurance consultancy; assets insurance consultancy; advice on finance for and during retirement; advice relating to investment for retirement; financial management services relating to retirement homes; pension planning and investment management; pension services; financial advisory services relating to life assurance; financial services relating to businesses’ insurance for business; financial calculators; financial information services relating to financial stock markets; bank and savings account services.

Class [41]
Education and Entertainment Services

Education and training financial, auditing, accounting, business and management matters; computer training; organization of education in the sphere of financial activity, stock exchange operations, insurance and business, private investment, real estate affairs and family business projects management; providing newsletters in the field of financial services; provision of educational online videos.

Mark Details

Serial Number

UK00003691306

Mark Type

Word

Kind of mark

Individual