Jb Wealth Management Limited
01347949
Healthy
- 1 outstanding charge (-2)
Details
Compliance
Last accounts
31/12/2024
total exemption full
Next accounts due
30/09/2026
Confirmation statement
Last: 11/05/2026
Due 25/05/2027
Industry
Officers
secretary · Since 23/09/2004
FINANCIAL ADVISER
BRITISH · UNITED KINGDOM · Age 63
Also on 7 other boards
director · Since 23/09/2004
FINANCIAL ADVISER
BRITISH · UNITED KINGDOM · Age 63
Also on 7 other boards
Persons with Significant Control
Jbwm Broadway Limited
8-10 South Street, Epsom, KT18 7PF
Reg: 11217805 · England & Wales · Limited Company
Notified 15/02/2022
Former PSCs
Mr Tom Dore
Ceased 23/04/2018
Mr Russell Walton
Ceased 15/02/2022
Mrs Rosemarie Walton
Ceased 15/02/2022
Charges1 outstanding
HSBC BANK PLC
CompanyRankvs 530+ SIC 65110 peers77
Show leaderboard
How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/12/2024
Net Worth
£431k
Balance sheet strength
Cash
£525k
Cash in the bank
Net Current Assets
£420k
Working capital
Current Assets
£531k
Current Liabilities
£111k
Fixed Assets
£14k
Debtors
£6k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 4.80 | -£13k |
| 2023 | 5.54 | +£42k |
| 2022 | 4.99 | +£34k |
| 2021 | 3.88 | +£105k |
| 2020 | 2.61 | +£56k |
| 2019 | 3.97 | +£92k |
| 2018 | 2.04 | — |
Derived from filed accounts. Not audited figures.