A & J Wealth Management Limited
05105933
Some Concerns
- No accounts filed in last 18 months (-5)
- Going concern doubt noted in accounts (-10)
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 19/04/2004
FINANCIAL ADVISOR
BRITISH · UNITED KINGDOM · Age 68
Also on 1 other board
Persons with Significant Control
Former PSCs
Mr Gareth Sutton Jones
Ceased 21/02/2024
Mrs Anne Christine Jones
Ceased 01/03/2020
Charges0 outstanding
LLOYDS BANK PLC
LLOYDS BANK PLC
LLOYDS BANK PLC
HSBC BANK PLC
HSBC BANK PLC
CompanyRankvs 8116+ SIC 64999 peers51
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
Going concern doubt: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Going Concern Doubt
we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the director with respect to g
Key FinancialsYear ending 31/10/2024
Net Worth
£24k
Balance sheet strength
Cash
£716k
Cash in the bank
Profit Before Tax
£885k
Bottom line earnings
Net Current Assets
—
Working capital
Current Assets
—
Current Liabilities
£423k
Fixed Assets
£4k
Debtors
£1.6M
Cost of Sales
£663k
Admin Expenses
£1.3M
Profit After Tax
£661k
Tax at Year End
People Costs(2024)
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | — | +£0 |
| 2024 | 4.83 | -£1.9M |
| 2023 | 1.75 | -£646k |
| 2022 | 1.63 | +£1.7M |
| 2021 | 1.02 | -£202k |
| 2020 | 0.78 | +£1.0M |
| 2019 | 0.81 | — |
Derived from filed accounts. Not audited figures.