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Jb Wealth Management Limited

01347949

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

8-10 SOUTH STREET, SURREY, KT18 7PF
Incorporated 13/01/1978

Compliance

Last accounts

31/12/2024

total exemption full

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 11/05/2026

Due 25/05/2027

On track

Industry

65110
Life insurance
65120
Non-life insurance
65202
Non-life reinsurance

Officers

Mr Russell Walton

secretary · Since 23/09/2004

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 63

Also on 7 other boards

Mr Russell Walton

director · Since 23/09/2004

FINANCIAL ADVISER

BRITISH · UNITED KINGDOM · Age 63

Also on 7 other boards

Persons with Significant Control

Jbwm Broadway Limited

75–100% shares

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

charge
outstanding

HSBC BANK PLC

Created 24/03/2003Registered 29/03/2003

CompanyRankvs 530+ SIC 65110 peers
77

Financial strength90th percentile among SIC peers · 23/25
Employees91th percentile among SIC peers · 14/15
LiquidityCurrent ratio 4.8× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength23/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

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

9avg. employees

Balance Sheet

Assets less current liabilities£434k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20244.80-£13k
20235.54+£42k
20224.99+£34k
20213.88+£105k
20202.61+£56k
20193.97+£92k
20182.04

Derived from filed accounts. Not audited figures.